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km-lucas-bigpond
Level 1

Need to check a customer history and my program seems to have changed and i can't see any history when I click on the customer. can someone please tell me where to look?

I am using the basic version and have been doing so for a while
1 Comment 1
IntuitAika
Intuit

Need to check a customer history and my program seems to have changed and i can't see any history when I click on the customer. can someone please tell me where to look?

Hi km-lucas-bigpond,

 

Thanks for posting in the Community! Just to check, are you trying to view your customer's transaction history? If yes, you can follow these steps.

 

  1. Go to Get paid & pay and select Customers.
  2. Select a customer on the list.
  3. See transactions created for the selected customer in Transaction List.

 

If you prefer to see all sales transactions, go to Bookkeeping and then select All sales.

 

You can also check this article for your reference: Understand the navigation menu in QuickBooks Online.

 

Feel free to drop a comment below if you have any other questions. I'm here to help.