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February 4, 2023
Question

How to make a customer report of notes on sales receipt?

  • February 4, 2023
  • 1 reply
  • 0 views
Need to see any an all customer notes on sales receipts?

1 reply

February 4, 2023

Great to see you here, @perrylemmons.

 

I'm on your side. I'll show you how to run this report in QuickBooks Online. 

 

We can pull the Transaction List by Customer report and customize it to show the credit memos/notes.

 

1. Go to Reports

2. Find the Transaction List by Customer in the Search bar.

3. Select Transaction List by Customer.

4. Click Customize.

 

5. Click the arrow next to Filter.

6. Click the Transaction Type drop-down arrow, then choose Sales Receipts.

7. Click Run report.

 

 

 

I'm also adding an article for reference: Customize reports in QuickBooks Online.

 

Additionally, there are unique ways to customize other reports to get bets picture of financial insights. See this article for your guide: Common custom reports in QuickBooks Online.

 

Get back to us if there is anything you want to run through. I'd be glad to have it again with you. Thanks for coming.