Question

Reports - Report to view tranactions with customer phone numbers

Forum|Forum|2 years ago
January 1, 2024
1 reply
0 views

Understandably QB is not a CRM but has some invoicing to reporting uses. I was wondering if anyone knows a way to get a report of transactions WITH customer information, specifically the customer phone numbers? The current transaction report lists some information and even includes the email address but not the phone number or mobile phone number fields. Does anyone know a custom report or workaround?

QuickBooks Online

I

Irene R

Welcome to the Community, @VentPrevent.

I'm here to help you determine what report to pull up that has your customer’s transactions with customer information specifically their respective phone numbers.

Before starting with the report, it's vital to ensure that the customer's phone numbers are added to the detail panel. You have two options to do that. You can enter their phone number in the billing section or include it directly in the other sales information if you want it to appear in a single transaction only.

Once done, we can pull up a Transaction List by Customer. It’s a report that has your customer’s transactions with their respective information. With that, we can also customize the report on what specific details it provides.

Here’s how:

Sign into your QBO account.
At the left panel, select Reports.
Type Transaction List by Customer in the search bar.
Then choose Columns at the upper right.
From there, you can customize your report by adding/removing columns by clicking the eye icon.

Refer to this article for more details when personalizing your reports in QBO: Customize reports in QuickBooks Online.

Moreover, you can check this article entails specific ways of customizing your reports: Common custom reports in QuickBooks Online.

Feel free to comment below if you have other concerns with generating reports in QBO. I’m just a post away.

V

VentPreventAuthor

I do not have a Transaction List by Customer report in my available reports. I have run similar reports like Transaction List by Tag Group but that also did not give an option to list mobile phone number/phone number and no way to add it. The fields are in customer profiles but no option is given to add that field.

J

jeanbiverly_

Hello, @VentPrevent. I'm here to help you access the Transaction List by Customer report in QuickBooks Online (QBO).

This report is only available to QBO Essentials, Plus, and Advanced users. If you're using Simple Start, I suggest you consider upgrading your subscription to use this report.

However, if you're already using an eligible subscription and can't find the report, a cache-related issue might be causing the problem. In that case, let's perform some troubleshooting steps to resolve the issue.

To begin with, you can use a private or incognito window in your browser to rule out any cache-related problems. Here are the shortcut keys:

For Mozilla Firefox browser: Ctrl + Shift + P
For Google Chrome browser: Ctrl + Shift + N
For Safari browser: Command + Shift + N

Once you open a private window, log in to your QBO account and look for the report. If it works, you can clear your browser's cache to remove any webpage data causing the issue. If a private window doesn't work, you can use other installed supported browsers as another option.

Just in case you want to customize reports and focus on the details that matter to you, you can check out this article for guidance: Customize reports in QuickBooks Online. Moreover, you can refer to this article to save the report's current customization settings: Memorize reports in QuickBooks Online.

You can always contact us if you need further help accessing the Transaction List by Customer report. The Community is here to assist.

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