QuickBooksHelpIntuit
View charges for a customer
by Intuit•1• Updated 2 months 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.
- Go to Reports (Take me there).
- 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.)
- Select Customise at the top.
- Select Filter.
- Under the Transaction Type dropdown arrow, choose Non-posting.
- 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
- Select the Gear icon at the top, then Recurring Transactions.
- Under the Transaction Type dropdown arrow, choose Charge (or Non-Posting Charge).
Each line is a template that creates one or more charges.
Sign in now for personalized help
See articles customized for your product and join our large community of QuickBooks users.
More like this
- Delete customer with unbilled charges in QuickBooks Onlineby QuickBooks•Updated June 19, 2024
- Customise reports in QuickBooks Online using modern viewby QuickBooks•Updated 7 days ago
- Use the bill with parent option on invoices in QuickBooks Onlineby QuickBooks•1•Updated June 17, 2024
- Get the total number of customers in QuickBooks Onlineby QuickBooks•1•Updated 3 days ago