Hi deb1952,
It's great to have connect with us here in the Community. QuickBooks offers the versatility you need in order to manage your accounting with ease. I'll be glad to share more details about managing customers in QuickBooks Online.
Based on the details you've shared above, I suggest running the Transaction List Report and filtering by customer so you can focus on the customer(s) in question. This report shows you the activity on the customer including purchases. Here's how to run the report:
- Go to Reports.
- Click Go to report or click the magnifying glass then enter Transaction List by Customer.
- If you want to filter into one customer just click Customize.
- Under Report period, change the year you wanted to show in the report.
- Click Filter then select Customer.
- Then choose the customer you wanted to filter.
- Click Run report.
Try this out and let me know if you have questions. I'm here to help you achieve your QuickBooks goals!