Skip to main content

What is the difference between Balance and Total Balance in the Customer Table?

Balance vs TotalBalance in the Customer and Entity table.

Updated over a year ago

In the Customer table, you will find there are two fields referring to the customer's balance.

  • Balance: The balance of the customer.

  • TotalBalance: The balance of the customer including the balance of its sub-customers.

NOTE: This is only for Method accounts syncing to QuickBooks Desktop. Total Balance is not used for those syncing to QuickBooks Online.

In the below example, Crenshaw Construction has the sub-customer of Bob's Job.

  • Crenshaw Construction has a Balance of $100.

  • Bob's Job has a Balance of $100.

  • Crenshaw Construction has a Total Balance of $200.

    • Crenshaw Construction Balance ($100) + Bob's Job Balance ($100)

  • Bob's Job has a Total Balance of $100. The total balance of a sub-customer does not include its parent.

Did this answer your question?