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K
karezz
August 17, 2020
Question

Customer Transaction List

  • August 17, 2020
  • 3 replies
  • 0 views

Previously I was able to see all invoices and payments in the customer transaction list. Now I must choose to view either Invoices or Payments from the transaction Type drop down. How can I change the setting to see both?

3 replies

BigRedConsulting
BigRedConsulting
August 17, 2020

Using Desktop, you'd pick "All Transactions" at the very top of the list of list of transaction types.  Do you have that option with Online?

IamjuViel
IamjuViel
August 17, 2020

Hello, @karezz.

 

Let's isolate this unexpected behavior by accessing your QuickBooks Online account using a private or incognito window. This way, we can see if this a web browser related issue. You can use any of these keyboard shortcuts:

  • Google Chrome: Ctrl + Shift + N
  • Mozilla Firefox: Ctrl + Shift + P
  • Safari: Command + Option + P

Once logged in, you can try viewing your Customers list again. Here's how:

  1. Go to the Sales menu.
  2. Choose the Customers tab.
  3. Select the customer's name.
  4. Hover your mouse in the Transaction List section.

If you're able to view all of your sales transactions for each customer, I'd recommend clearing your regular browser's cache. Also, you can use other web browsers. 

 

Let me know if you have other questions about managing your customer-related transactions. 

R
ra02
August 17, 2021

When would transactions not appear in the Transaction List? What needs to happen to the transaction for it to appear in the Sales>Customer>Transaction List

RenjolynC
RenjolynC
August 17, 2021

Thanks for posting on this thread, ra02.

 

When you're unable to see all of your customer transactions, it's possible that it was filtered on a different type or deleted.

 

To display of the sales transactions, let's make sure to select All transactions from the Type drop-down list.

 

Here's how:

 

  1. On the left panel, click Sales > Customers.
  2. Select the customer's name and click the Transaction List tab.
  3. Hit the Filter drop-down and choose All transactions from the Type drop-down menu.
  4. Click Apply. 

I've got this sample screenshot for a visual guide:

 

 

If you're still unable to see all of the transactions, you can follow the troubleshooting steps provided by my colleague IamjuViel. 

 

Otherwise, run the Audit log report to review if those transactions were deleted.  

 

Here are the steps:

 

  1. Go to the Gear > Audit log.
  2. Click the Filter drop-down list.
  3. Choose the User and Date.
  4. Under Events, select Show only these events and put a check mark on the Transactions box.
  5. Hit Apply. 

Please see this sample screenshot:

 

 

If the transactions were deleted, there's no way to restore it. However, you can recover the details in the Audit Log, so you can re-create them. For reference, check out this link: Use the audit log to re-enter deleted transactions.

 

After the steps, go back to Sales > Customers > Transaction List and see if all transactions are showing up. 

 

You can also go to the Reports page and run the Transaction List by Customer. This will display all of your transactions (income and expenses), grouped by customer. 

 

I'm sharing these articles to see other reports and how to customize them:

 

Please keep me posted on how things go after trying out the suggestions I've provided. I'm here to help you out again. Have a good day ahead!

Bree Kelly
February 26, 2025

How do I get a transaction list of a customer on quickbooks online please 

K
Kurt_M
February 26, 2025

Thank you for joining the thread, Bree. I'll provide ways to help you get the transaction list of your customers in QuickBooks Online (QBO).

Acquiring the customer transaction list can be achieved in three ways. You can check the All Sales page, access the customer's profile, or run a report. I'll write down the steps for each process and attach images as a reference for seamless navigation.

To access the transactions through the All Sales page, here's how:
 

  1. Access your QuickBooks Online company.
  2. On the left navigational bar, click the Sales tab.
  3. Select All sales.
  4. You can add filters to the page to show specific transactions from a specific customer. If you want to see transactions from all of your customers, you'll need to filter the Customer field and select All.
  5. You can export it outside the program by clicking the Export icon.

 

For visual reference, see the screenshot below.



You can also access the customer's profile so you can focus on reviewing their transactions. These are the steps:
 

  1. Access your QuickBooks Online company.
  2. On the left navigational bar, click the Customers & leads tab.
  3. Choose a customer you want to review. In their profile, current and existing transaction will be displayed.
  4. If you want to download a copy of those transactions, click the Export icon.

 

Refer to the screenshot below for visual guidance.



To accomplish this using a report, here are the steps:
 

  1. Access your QuickBooks Online company.
  2. On the left navigational bar, click the Reports tab.
  3. In the Search bar, enter Transaction List by Customer and then click on the result.
  4. Filter the date in the Report period field to show specific data. If you want to download a copy of the report, click the More actions button.
  5. You can download them through Export to Excel, Export as CSV, and Print/Save as PDF.

 

For visual reference, see the image below.


On the other hand, here's an article to help you send statements to your customers in QBO: Create and send customer statements in QuickBooks Online.

If you need assistance in streamlining customer transaction processes in QBO, you can check out QuickBooks Live Expert Assisted. They offer tips and tricks to guide you in navigating these tasks in the program. 

My goal is to ensure your QuickBooks inquiries get addressed promptly. As I strive to provide the assistance needed, please continue to utilize the comment section. I'm always around and ready to lend a hand. Stay safe.

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