cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Get your Payroll questions answered by a QuickBooks Product Manager here - intuit.me/31Nl3My
communityoil
Level 4

In Customer Statement how can I see all transactions over the selected period. When I try I just get a single balance figure.

I need to see all invoices and payments for the selected customer
Solved
Best answer January 11, 2020

Accepted Solutions
communityoil
Level 4

In Customer Statement how can I see all transactions over the selected period. When I try I just get a single balance figure.

John C

Yes! Thank you. Got it.  But like everything else in QBO you just have to know where it is hidden.

View solution in original post

7 REPLIES 7
John C
QuickBooks Team

In Customer Statement how can I see all transactions over the selected period. When I try I just get a single balance figure.

Hi communityoil

 

In the statement Type box select Transaction Statement and then amend date accordingly > apply.

 

 

communityoil
Level 4

In Customer Statement how can I see all transactions over the selected period. When I try I just get a single balance figure.

John C

Thanks.  I have tried the process you suggest and I still finish up with a single line statement for that chosen customer which just contains a balance.  I have set the dates and I know that customer has invoices and payments in their transactions. Also the choice of Transactions or Forward balance produces a different figure.  Please advise.

Regards

Geoff Stephens

ChristieAnn
QuickBooks Team

In Customer Statement how can I see all transactions over the selected period. When I try I just get a single balance figure.

Hi there, communityoil.

 

Can you please provide me a screenshot on what's happening to your end? so that I can assist you further with your issue. I'm always here to help you.

 

 

Please know that you're always welcome to post if you have any other concerns. Wishing you and your business continued success.

communityoil
Level 4

In Customer Statement how can I see all transactions over the selected period. When I try I just get a single balance figure.

ChristieAnn,

Here attached is a file showing the screenshot of the Statement with only one line and a balance.  Can you help please?

John C
QuickBooks Team

In Customer Statement how can I see all transactions over the selected period. When I try I just get a single balance figure.

Hi commuityoil

 

Select Print or Preview in the bottom of the screen in the black area.

communityoil
Level 4

In Customer Statement how can I see all transactions over the selected period. When I try I just get a single balance figure.

John C

Yes! Thank you. Got it.  But like everything else in QBO you just have to know where it is hidden.

View solution in original post

ShopAdmin
Level 4

In Customer Statement how can I see all transactions over the selected period. When I try I just get a single balance figure.

You so need to make this more OBVIOUS !!!!  I just wasted 30 mins trying to work this out