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May 13, 2020
Question

How can I open customers

  • May 13, 2020
  • 1 reply
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1 reply

AlcaeusF
May 13, 2020

Welcome aboard to the Community, @colleenm6.

 

I can show you how to open customers in QuickBooks Online. If you're trying to view the information for each one of them, I suggest going to the Sales section. 

 

Here's how:

 

  1. On the left panel, click Sales.
  2. Go to the Customers tab.
  3. Select the name to view the customer details.
  4. Below the Transaction List tab, you can see all the sales transactions.
  5. Choose the Edit option in the upper-right to make any changes. 
  6. Hit Save.

For additional reference, I've attached some articles you can use to manage the customer list, as well as running the reports:

 

I appreciate you for taking the time to visit us here today, and I look forward to your response.