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K
KWCOffice
August 20, 2025
Question

Default Customer Transaction Type to display "All Transactions"

  • August 20, 2025
  • 1 reply
  • 5 views

With the latest QBO update, the Transaction Type dropdown in the Customers Tab of the Customer Hub is displaying "All plus deposits".  How can I change the default to "All Transactions" like it was before this update?

 

I have to change this on a daily basis.  Once I change it for one customer, it maintains my preference for that session.  I would like to default to "All transactions" every time I log in.

1 reply

C
CamelleTModerator
Moderator
August 20, 2025

The Transaction type dropdown in the Customer's tab doesn't have a default option, KWCOffice.

 

The system remembers the last selection you made during your session and automatically displays it the next time you log in. If you've set it to "All transactions", but notice it switching to a different option when you log in, I recommend contacting our Live Support team during their available hours. They have the necessary tools to securely access your account, investigate the root cause of this issue, and provide a tailored solution.

 

Here's how you can reach them:

 

  1. Sign in to your QuickBooks Online (QBO) account.
  2. Click the Help icon(?).
  3. Select the Search tab and enter a keyword related to your concern.
  4. Click the Contact Us button.
  5. Choose a way to connect.

 

If you have further questions, click the Reply button below.

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