Skip to main content

1 reply

April 7, 2021

Hi there, pstradingcompany. I want to ensure that we're on the same page.

 

If you mean that you want me to arrange a demo about QuickBooks Online, it would be best for you to get in touch with our support team. Customer support would be very beneficial in this instance because they have the ability to look into your specific account in detail, and even screen share with you if necessary.

 

Here's how:

  1. Log in to your QBO account. Then, click Help.
  2. Click Contact us.
  3. Enter a keyword of your concern. The, hit Let's talk.


On the other hand, if you mean to demo about customer transactions, we can go ahead and see the details I've added below. 

 

Every time you create a transaction for your customers. You can go directly to the +New button. Then, choose the type of transaction you want to create or issue.

 

Once you save it, it'll be recorded in your book and you can run reports such as Transaction Lists by Customer to view all the customer details that you've entered into your QBO account. If you want, you can customize and memorize it.

 

Here are some articles that you can use for additional reference:

 

 

Please comment below if you have more questions or concerns about QuickBooks. I'd be glad to have you back and help you further. Take care and stay safe.