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Hi there.
Welcome to the community. I can assist you in downloading the customer transaction list in QuickBooks Online (QBO).
You can run the Transaction List by Customer report and choose how to export it to Excel, or CSV, or save it as a PDF.
Here's how:
- Sign in to your QuickBooks Online account.
- Select Reports and search for Transaction List by Customer in the search field.
- You can set the date range before downloading the report.
- Click on the Export/Print tab and choose how to export it to Excel, or CSV, or save it as a PDF.
Moreover, you can visit this article for future help on how you can personalize your preferences based on your business needs: Customise reports in QuickBooks Online.
I'm all ears if you need further assistance with managing your customer list in QBO. Don't hesitate to reach out.