How do I save a customer's balance summary to excel

Let me outline the steps for exporting your Customer Balance Summary report in QuickBooks Online, GP35.

Exporting your Customer Balance Summary report into Excel is a straightforward process in QuickBooks Online (QBO). You can save the report in your preferred file format by using the Export feature within the report screen.

Here’s a detailed walkthrough:

1. Open the Customer Balance Summary report in the Reports tab.
2. Look for the Export icon in the upper-right corner of the report.
3. Click the icon and select Export to Excel.

I've included a screenshot for your reference:

Please let us know if you have additional questions or if there’s anything else we can assist you with. We're glad to support you.