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February 5, 2022
Question

Is there a way to get a report of all charges by customer, not just unbillable?

  • February 5, 2022
  • 1 reply
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1 reply

February 5, 2022

I'll make sure you can get the report you need, @JasperContracting. This way, you're able to monitor all customer charges in QuickBooks Online (QBO).

 

There are a variety of reports that tell you about different aspects of your business in QBO. To view the complete list of charges by customer, you can pull  up the Transaction List by Customer report. Then, customize it to focus on the details that matter to you the most. Here's how:

 

  1. Go to the Reports menu.
  2. Type in and select Transaction List by Customer in the Find report by name search box.
  3. Select the Customize button to filter the data you need.
  4. Set the Report period.
  5. Click Run report

 

Also, to learn more on how you can get the info you need using the Reports feature and further guide you in managing customer transactions in QBO, I'd recommend checking out these articles: 

 

 

Let me know in the comments if you have other reporting concerns and questions about managing customer transactions in QBO. I'm always around to help. Take care, and I wish you continued success, @JasperContracting.