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June 29, 2022
Question

Help pleasehow do i display the full transaction history of a single customerthanks

  • June 29, 2022
  • 1 reply
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1 reply

June 29, 2022

Good day, homesafe1. 

 

I can assist you on how to view the full transaction history of a single customer in QuickBooks Online.

 

QuickBooks Online (QBO) has a variety of reports that you can run and customize. One of them is the  the Transactions List by Customer. This will provide you with detailed information about customers, suppliers, expenses, and more.  

 

Here's how to access the report:

 

  1. Click the Reports tab on the left menu.
  2. On the search bar, type Transaction List by Customer.
  3. Choose the correct Report period, then click Run report.

 

After you've done customizing the report, you may also memorize it so that you can use the selections you've chosen in the future.  

 

Leave a comment below if you have other questions about managing your customer's transactions list. I'm always here to help you achieve your goals.