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DeePete
Level 1

I want to run a customer report showing all transactions per customer

 
2 Comments 2
DeePete
Level 1

I want to run a customer report showing all transactions per customer

With balances per customer as well

JamesM4
QuickBooks Team

I want to run a customer report showing all transactions per customer

Hi DeePete,

 

Welcome to the QuickBooks Community. I'll be happy to point you in the right direction with finding the right report for your business. QuickBooks offers a wide variety of reports that help you bring your finances into perspective. 


Based on the details you've provided, I recommend running the Transaction List by Customer report. This report shows your income and expenses for each customer. You can find this report by clicking Reports from the left menu and searching for the report using the search field. QuickBooks allows you to customize and filter your reports so you can view specific info. To do this, click on Customize (once you have the report open) > click on the Filter drop-down > from here, select the customers in questions and hit Run report

 

Try this out and let me know if this is what you're looking for. I'll be here in case you have any other questions. Otherwise, I wish you a great rest of the week. 

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