Customer Balance Detail - Documentation - Count My Bucks

Customer Balance Detail

Every open transaction behind a customer's balance.

Customer Balance Detail screenshot

How to use it

Open Reports, then Customer Balance Detail.

Configuration

Requires open customer transactions.

Details

Menu locationReports menu, Customer Balance Detail.
Who uses itBookkeepers reconciling a specific customer's account
Prerequisites Customers

See which plan includes Customer Balance Detail on pricing, or how Count My Bucks compares to QuickBooks.

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