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AppsQuickBooks ToolsQuickbooks Customer Balance Report
QuickBooks Tools

Quickbooks Customer Balance Report

Generate a customer balance report in QuickBooks showing outstanding balances for customers. Can filter by specific customers, date ranges, payment status, and accounting method. Returns a hierarchical report with customer names, IDs, and their current balance amounts.

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Use Quickbooks Customer Balance Report

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Inputs

  • qzurlstring
    Specifies whether Quick Zoom URL information should be generated for rows in the report.
  • arpaidstring
    Filter by payment status. 'All' includes all balances, 'Paid' shows only paid invoices, 'Unpaid' shows only outstanding balances. If not specified, defaults to showing all.
  • date_macrostring
    Predefined date range. Use if you want the report to cover a standard report date range; otherwise, use the start_date and end_date to cover an explicit report date range.
  • sort_orderstring
    The sort order.
  • report_datestring
    Start date to use for the report, in the format YYYY-MM-DD.
  • customer_idsarray
    List of customer IDs to filter the report. If not provided, the report includes all customers. Each ID should be the Customer.Id value from the Customer object (e.g., ['1', '2', '10']).
  • department_idsarray
    One or more comma separated department IDs. Filters report contents to include information for specified departments if so configured in the company file.
  • accounting_methodstring
    The accounting method used in the report.
  • summarize_column_bystring
    The criteria by which to group the report results.

Observable output

  • data
    Required
    Data from the action execution
  • errorstring
    Error if any occurred during the execution of the action
  • successfulboolean
    Required
    Whether or not the action execution was successful or not

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