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Join nowHello there, androo.
You can use the Sales by Customer Detail Report and set all the possible variables to track those customers who owe you. Let me show you the steps on how to customize your report.
For more details about customizing your report, check out this article: Customize reports in QuickBooks Online.
Keep me posted if you have any questions. Wishing you continued success.
Hi, thank you, but that didn't answer my question. I want to see ONLY the LAST TRANSACTION, for each customer and/or the date which that transaction occurred.
Thanks for updating us, @androo.
At the moment, there isn't a way to customize a report to show only the last transaction per customer within a given period. For now, you'll need to utilize the Transaction List by Customer Report to view customer transactions within a specified period. I can see how this type of report would be useful to you and your business, so I'll submit your idea to our Product Development Team for further review.
In the meantime, I recommend checking out our blog to stay up-to-date on all things QuickBooks.
Let me know if you have any other questions. I'm here to help. Have a wonderful evening.
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