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RockySuperSource
January 15, 2024
Question

Customer Purchase History

  • January 15, 2024
  • 1 reply
  • 0 views

We are in the process of moving from Sage 100 to Quickbooks Desktop Enterprise. In Sage when running a sales order we could click on a set of binoculars and see the purchase history and pricing for the specific customer we were working with at the moment. Is this an option or where can we find this in quickbooks?

1 reply

S
SashaMC
January 15, 2024

Hey RockySuperSource,

 

Thank you for reaching out to the QuickBooks. You can see your customer purchase history by following the steps below:

 

  1. Select Reports from the top menu bar.
  2. Choose Customers & Receivables, then select Transaction List by Customer.
  3. Click the Customize Report button and add the necessary dates.
  4. Select Run report.

 

That should do it! I'm just a quick post away if you need a helping hand in managing your reports. Don't hesitate to tag me in your comments.

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