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How do I create a customer transaction report for a certain time period that shows beginning balance, all transactions (including sales/payments) and ending balance?

 
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Re: How do I create a customer transaction report for a certain time period that shows beginning ...

A warm welcome to the Community, commfuel.

You've got me here today to help share some steps in creating a report that has all the information you need in QuickBooks Online.

 

You can pull up and customize the Transaction List by Customer or the Sales by Customer Detail reports.

 

Here's how:

 

  1. Click Reports in the left panel and search for Transaction List by Customer report.
  2. Filter the Dates.
  3. On the report screen, click Customize.
  4. Go to Filter and select Transaction Type.
  5. Select for Invoice and Payment.
  6. Hit Run report.

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You can do the same steps in customizing the Sales by Customer Detail report.

 

For detailed information about customizing reports, here's a helpful article: How to customize reports.

 

Should you need more help creating reports in QuickBooks Online, you can always get back to me. Have a good one.

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