Customer Open Balance report for prior month

How do I print a customer open balance report for prior month, however the payments should reflect upto today or current dated.

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Customer Open Balance report for prior month

You can create a statement for your customer then print it so you'll be able to see the open balance of your customer for the previous period. Just ensure that the payments are recorded on the current date or month.

To create and print a statement:

1. Tap on Customers Statement from the Customers menu.
2. Under the Create Statements window, select a statement date, statement period, and customers.
3. Click on the Print button beside E-mail .
4. Choose Print under the Print Statement(s) window.

Also, you can run the Customer Balance Detail report to see the invoice and payment date.

1. Select Customers and Receivables from the Reports menu, then Customer Balance Detail .
2. Customize the report's period and make the necessary customization you want by clicking on the Customize Report button.
3. You can now view the invoice date and its balance as well as the date of the payment. If you wish to print the report, tap on the Print button beside Memorize .

For additional reference about running and customizing reports in QuickBooks Desktop, you can read this article: Understand reports.

As always, feel free to read out help articles in case you need tips and related links in the future.

Let me know if you have any other questions and if there's anything you need assistance with. I'm always here to help. Have a good day!