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communityoil
January 7, 2020
Solved

In Customer Statement how can I see all transactions over the selected period. When I try I just get a single balance figure.

  • January 7, 2020
  • 1 reply
  • 0 views
I need to see all invoices and payments for the selected customer
Best answer by communityoil

Hi commuityoil

 

Select Print or Preview in the bottom of the screen in the black area.


John C

Yes! Thank you. Got it.  But like everything else in QBO you just have to know where it is hidden.

1 reply

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payment after leaving
January 7, 2020

Hi communityoil

 

In the statement Type box select Transaction Statement and then amend date accordingly > apply.

 

 

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    communityoilAuthor
    January 7, 2020

    John C

    Thanks.  I have tried the process you suggest and I still finish up with a single line statement for that chosen customer which just contains a balance.  I have set the dates and I know that customer has invoices and payments in their transactions. Also the choice of Transactions or Forward balance produces a different figure.  Please advise.

    Regards

    Geoff Stephens

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    ChristieAnn 11
    January 7, 2020

    Hi there, communityoil.

     

    Can you please provide me a screenshot on what's happening to your end? so that I can assist you further with your issue. I'm always here to help you.

     

     

    Please know that you're always welcome to post if you have any other concerns. Wishing you and your business continued success.

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