Skip to main content
T
tc0
October 28, 2023
Question

Customer Transaction List not showing any of the sales categorized from bank statement

  • October 28, 2023
  • 1 reply
  • 0 views

Hi everyone, I am new to Quickbooks and have started by entering all of our banks/transactions for the last 3 years.

 

I have categorized and selected customer/supplier for all the bank transactions, when I go to a supplier the transactions I categorized are there (I am going back and creating invoices/matching payments for any accrual based transactions where the invoice came in the month(s) prior to payment.

 

When I go to any customers there is no listing? I do not wish to re-enter 3 years worth of sales invoices 1 by 1, 99.5% of them are C.O.D. same day and similar to the suppliers/expenses I intended to create invoices/bills that only are relevant for accrual.

 

Any suggestions I appreciate it. Thanks!

1 reply

T
Trish_T
October 30, 2023

Hi tc0,

 

Welcome to Community!  I appreciate the time and effort you have made to enter your data in QuickBooks online and ensure your books are accurate.  It's important that you're able to review your customers and their associated invoices effortlessly.  I'd be glad to help! 

 

if you haven't done so already, I recommend clearing cache on your browser.  This will help to improve system performance and loading times.  When you log back into your QuickBooks account, proceed to Sales from the left menu.  Select Invoices and review the items in the list.  You can then select the Customers tab , click on a customer name, then select Transaction list.  If for any reason, your information was not saved, follow this link to learn how to import your data in one batch.

 

Feel free to reach back out with additional questions.  We are here for you!

Terms & ConditionsAccessibility statement