Use the QuickBooks customer balance detail report to create your own bespoke Customer Timeline report which shows all of the transactions with each customer in the customer ledger.
You can use it to:
- Speed up credit control on larger, more complicated clients and projects
- Identify patterns in your invoicing and the client’s payments over time
- Identify where payments have been allocated against the wrong invoices or credits
- Create a spreadsheet you can share with colleagues and clients to clarify how much is owed and get debtor balances paid
- Clear up old, unmatched positive and negative debtor balances
This is how you create your Customer Timeline:
Do more with QuickBooks
We work with businesses of all shapes and sizes that are using QuickBooks and want to get much more out of it so their finances become a well-oiled machine.
We run bespoke in-house training sessions or we can broaden the remit and help you transform your finance team to match what your business needs now and in the future.
Can we help you?
Call Michael Austin on 020 7125 0270 or email info@bluedotconsulting.co.uk and let’s have a free-of-charge chat about your business and how it might look with QuickBooks running well in the background.
Michael – @bluedotmichael
Related links:
QuickBooks training for your business
How to account for fixed assets and depreciation in QuickBooks using recurring journals
How to customise the left-hand menu in QuickBooks (YouTube)
Chartered Accountants – Bedford House, Fulham Green, London, SW6 3JW
