# Filter a Balance Sheet by Customer Type in QuickBooks, in Google Sheets

You used to filter the Balance Sheet by customer type, to calculate bonuses, or to see month-over-month change by customer parent type across hundreds of clients. The modern reports removed that filter, and QuickBooks support's own answer was to do a manual calculation in Excel.

## Why this happens in QuickBooks

The modern Balance Sheet's filter options no longer include customer type, and there's no way to group or subtotal by a customer's parent type in the report itself.

If support is already telling you to use Excel, do it in Google Sheets, where it filters, groups, and refreshes on its own.

## How to solve it

### 1. Pull the Balance Sheet with the customer dimension

Use Retriever to bring the balance sheet by customer into a sheet.

### 2. Map customers to their type

Keep a small lookup table of customer → type (or parent), so every customer rolls up to a type.

### 3. Filter or group by type

Filter to a customer type, or pivot to subtotal by type, including the month-over-month change you need for bonuses.

### 4. Refresh across all clients

Scheduled refreshes keep it current, and you can reuse the same workbook across every QBO instance.

## FAQ

### Can I still filter a Balance Sheet by customer type?

Not in the modern QuickBooks reports. In Google Sheets you filter or pivot by customer type using the pulled data plus a simple type lookup.

### Can I calculate customer bonuses from this?

Yes. With the data in Sheets you can compute month-over-month change by customer type and drive bonus formulas directly.