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View charges for a customer

by Intuit Updated 1 month ago

See all the charges for a customer

The Transaction List by Customer report shows all transactions. You can modify it to show only charges.

  1. Go to Reports (Take me there).
  2. Enter Transaction List by Customer in the search bar. (Note: The Transaction List by Customer report is a feature that's available only in QuickBooks Online Plus.)
  3. Select Customise at the top.
  4. Select Filter.
  5. Under the Transaction Type dropdown arrow, choose Non-posting.
  6. Select Run report.

Charges are non-posting transactions and don't appear in most accounting reports or in registers (or account histories).

See the list of recurring charges

  1. Select the Gear icon at the top, then Recurring Transactions.
  2. Under the Transaction Type dropdown arrow, choose Charge (or Non-Posting Charge).

    Each line is a template that creates one or more charges.

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