Get 50% OFF QuickBooks for 3 months*

Buy now
United States United Kingdom Australia Canada (English) Canada (French) France Singapore South Africa Global Ireland
cancel
Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for 
Search instead for 
Did you mean: 
Announcements
Simplify payday and set payroll to run automatically on QuickBooks. Explore QuickBooks Payroll
NoBronco15
Level 1
posted
‎July 07, 2025 10:47 AM
last updated ‎July 07, 2025 10:47 AM

Customer History

I am a Quickbooks Desktop Pro 2024 user. I have 44 customers. I previously could navigate to Customers/Customer Center, and each name would show, with a current balance. When I selected a specific customer, the screen on the right would show all of their invoices and deposits since the beginning of time, along with a running balance after each separate line item transaction. I must have hit the wrong button somewhere, because now I can only get the list of 44, but the screen with their entire history doesn't appear. Instead I get a set of blank columns with titles like Job Status and Estimate Total. No history. How can I find the histories again? 

 

Many thanks,

Kathleen

Reply Join the conversation
1 Comment 1
MorganB
Content Leader
‎July 07, 2025 11:55 AM

Customer History

Thanks for posting your question here in the Community, NoBronco15.

 

I want to make sure you're able to view customer history in your QuickBooks Desktop account.

 

It sounds like the type of transactions showing in the Customer Information page may have been accidentally changed. This can be easily done and changed back just as easy. Here's how:

 

1. When viewing the Customer Information page on the right side of the screen, make sure the Transactions tab is selected below the customer's details.

2. In the Transactions section of the page, click the Show drop-down menu and select All Transactions.

 

This should update the customer info page to show all of the customer's history. Please don't hesitate to drop a comment below if you have any other questions. I'll be here to lend a hand. 

Reply Join the conversation
Need QuickBooks guidance?
Log in to access expert advice and community support instantly.
Featured
Year-End Filing Dates to Remember: Automated Taxes and Forms OFF
Who should follow this path? If you have elected to handle your federal and...
Read more
The Answer Room- Year-End Preparation: What to do before the ball drops
Tired of the frantic, last-minute scramble every December? This session is ...
Read more
Year-End Filing Dates to Remember: Automated Taxes and Forms ON
Who should follow this path? If QuickBooks Online is set to automatically f...
Read more

Need to get in touch?

Contact us