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We can pull up the Transaction List by Customer report, @eemahaffey.
This report displays all the transactions of income and expenses by customer. I can walk you through the steps on how we can personalize this.
- Go to Reports.
- Find the Sales and customers section, then select Transaction List by Customer. Also, you can search this report in the search field provided.
- Click the Switch to classic view.
- From there on, select Customize.
- On the Customize report window, edit the Report period.
- Once done, click the Filter dropdown.
- Tick the Transaction type, then select Credit Card Payment in the dropdown.
- After that, click Run report.
Additionally, if you want to remember how you personalize your reports in QuickBooks Online, you can refer to this article for guidance: Memorize reports in QuickBooks Online.
Feel free to reply to this post if you need a helping hand in managing your reports. I'm all ears if you have one.
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