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Anonymous
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I cannot locate the "Transaction list by customer" report. It is not in the list and will not appear using the search function. I am using quickbooks online.

 
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Best answer 04-12-2019

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QuickBooks Team

Re: I cannot locate the "Transaction list by customer" report. It is not in the list and will not...

Welcome to the Community, @Anonymous.

 

I can share some insights about the available reports for different QuickBooks Online versions.

 

The Transaction List by Customer report is only currently available for our Essentials and Plus subscribers. Most likely, you're using our Simple Start product which is why the report is not on the list when you search for it. You can check this link to learn more about report comparison between QuickBooks Online subscriptions.

 

You can run and customize the Sales by Customer Summary report instead or upgrade to our higher versions

  1. On the left menu, click Reports.
  2. On the search field, enter Sales by Customer Summary.
  3. Customize the date period.
  4. Click the customer's amount link to have the list of transactions under its name.
  5. Click the Save customization to memorize the report.

That should point to you to the right direction, @Anonymous.

 

Keep me posted on how these steps work out for you. I'll be here to keep helping. Have a great day.

View solution in original post

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QuickBooks Team

Re: I cannot locate the "Transaction list by customer" report. It is not in the list and will not...

Welcome to the Community, @Anonymous.

 

I can share some insights about the available reports for different QuickBooks Online versions.

 

The Transaction List by Customer report is only currently available for our Essentials and Plus subscribers. Most likely, you're using our Simple Start product which is why the report is not on the list when you search for it. You can check this link to learn more about report comparison between QuickBooks Online subscriptions.

 

You can run and customize the Sales by Customer Summary report instead or upgrade to our higher versions

  1. On the left menu, click Reports.
  2. On the search field, enter Sales by Customer Summary.
  3. Customize the date period.
  4. Click the customer's amount link to have the list of transactions under its name.
  5. Click the Save customization to memorize the report.

That should point to you to the right direction, @Anonymous.

 

Keep me posted on how these steps work out for you. I'll be here to keep helping. Have a great day.

View solution in original post

Anonymous
Not applicable

Re: I cannot locate the "Transaction list by customer" report. It is not in the list and will not...

Yes, i'm using simple start.  

QuickBooks Team

Re: I cannot locate the "Transaction list by customer" report. It is not in the list and will not...

Thank you for confirming that you're using the Simple Start, @Anonymous.

 

You can try the recommendations I provided above to get the report data you need. Please remember I'm here anytime you have additional questions or concerns with QuickBooks Online. Take care always!

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