Skip to main content
All CollectionsMethod Reference GuideMethod FAQ
What is the difference between Balance and Total Balance in the Customer Table?
What is the difference between Balance and Total Balance in the Customer Table?

Balance vs TotalBalance in the Customer and Entity table.

Updated over 10 months 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?