How do I fix the fact that customers are showing no transactions?

I acknowledge the significance of maintaining a precise and current record of your transactions, @conrad-wildsmith. 

Rest assured, I'm here to promptly assist you in resolving this issue concerning missing data for your customers.

Typically, you should have visibility into all your customer transactions in QuickBooks Online. Given that it's missing on your end, we can proceed with troubleshooting steps to address this issue.

There are instances when the browser is full of commonly used page resources, which results in errors or odd behavior. Let's use a different or private browser to view your account. You can use any of these shortcut keys to access one:

• Google Chrome: Ctrl + Shift + N
• Mozilla Firefox: Ctrl + Shift + P
• Microsoft Edge: Ctrl + Shift + P
• Safari: Command + Shift + N

Next, open any of your customers' profiles and review their transactions. Once all the entries appear, return to your usual browser and clear its cache. This is done to speed up the process the next time you do a transaction in QuickBooks. Also, an alternative way is to use other compatible browsers.

Additionally, here's an article you can check to help you efficiently manage transactions within the account registers of QuickBooks Online: Find, review, and edit transactions in account registers in QuickBooks Online. It offers insights into locating, reviewing, and making necessary edits to various financial transactions. 

Should you have any further questions or concerns, please don't hesitate to get back to this thread. Your satisfaction is our top priority, and we're here to support you every step of the way.

Thanks for your response. 

I tried every solution you presented, and still nothing worked.  I created a test invoice for a customer, and that test invoice shows up, but none of the other transactions.

I've tried your solution on several different browsers, and nothing works.

Hello there, Conrad. I'll share additional steps to help you view the transactions of your customers in QuickBooks Online (QBO).

I appreciate you getting back here and sharing an update about the steps you've taken. Since you're still unable to view the transactions on the customer page, we can perform additional steps to get this sorted out. To do so, let's filter the details in your customer view. Refer to these steps:

1. Select the Sales menu and click Customers.
2. From there, locate the customer you want to check and click the name to open.
3. Next, go to the Transaction List tab.
4. Choose All transactions in the Type field, All in the Status dropdown, and All in the Date box. 
5. Then, check if you can now see the transactions. 

However, if you've already performed the process above and the issue persists, I recommend reaching out to our support team to further verify the root cause of the problem. You can also request a screen-sharing session so they can review your setup. Follow along below to proceed:

1. Navigate to the Help menu and select the Search tab.
2. From there, click Contact Us.
3. Next, enter a brief description of your concern in the box and click Continue.
4. Then, choose either Start a chat or Get a callback.

In the meantime, you can run a report to see all the transactions for each of your customers. Here's how:

1. Go to the Reports menu.
2. Scroll down to the Sales and Customer section.
3. Next, click Transaction List by Customer.
4. Filter based on the data you need and select Run report.

I also include this helpful resource that you can use as a guide in case you need to customize the details of your sales forms: Customize invoices, estimates, and sales receipts in QuickBooks Online. 

In case you have any concerns regarding managing the list of your customer transactions or anything you'd like to ask about this, please add a reply below. I'm always here ready to lend a hand. 

What happens if you have no columns, only asking you to create an invoice??

Warm greetings, OfficeStJohn. 

For us to provide an accurate solution, we kindly ask for further details regarding the specific area where the columns were not displayed. Additionally, if possible, we would appreciate it if you could provide a screenshot showing the prompt to create an invoice.

Your cooperation in providing this additional information will allow us to gain a more comprehensive understanding of your concerns and explore potential solutions or alternative approaches.

We are committed to assisting you and value your cooperation in this matter. Feel free to click the reply at the bottom of this post to submit your response. 

When I go to see the customer transaction list, I get the graphic asking for me to create an invoice and the customer already has transaction in a split deposit and it isn't showing.  How do I get the columns to show this??

The additional details and screenshots help identify why the deposits aren't showing, OfficeStJohntheBaptist. I'm here to help you get the column to show the transaction.

It appears the split deposit you're looking for isn't linked to the Accounts Receivable account. It could be the cause of why the entry isn't displaying under the Transaction List page, making it seem as if it's missing from your records.

To ensure this gets resolved, I recommend opening and modifying the transaction. I'll show you how:

1. Go to + New and then select Deposit (Take me there).
2. Click the History button to view the list of deposits.
3. Open the deposit.
4. Under the Add funds to this deposit section, go to the Account column.
5. Select Accounts Receivable.
   
6. Make sure all the lines have the correct account.
7. Click Save and close.
8. Once done, go to the Transaction List page to ensure all the entries show.
   

If you want to add invoices in the future, I suggest browsing this article to guide you through the process: Create invoices in QuickBooks Online.

Additionally, I've added this resource to help categorize your bank deposits to ensure they match your real-life bank record: Review and match your bank transactions.

I'm here to provide continuous assistance and support if you need additional help managing your customer transactions. I'm committed to backing you every step of the way.

This is a church.  They are donations and I am a non-profit for the account structure. Using an A/R account will track it as a negative in the transaction column under each person.  I need to generate reports for the amount they donate.

I can see that you're managing donations for a church or nonprofit organization and want to track them without showing them as negative transactions in your accounting reports, @OfficeStJohntheBaptist.

Let me share my idea for structuring your accounts. First, we can create specific income accounts for a different type of donations.
 

1. In QBO, go to Get paid & pay or Sales, then select Products & services.
2. Click New, then select Non-inventory or Service.
3. Enter a Name for the product or service and an SKU, if you track them.
4. Choose the category that best describes your product or service from the Category dropdown.
5. If you sell the item, confirm the checkbox is selected for I sell this product/service to my customers.
6. In the Description on sales forms field, enter a description. This is what your customers will see on their sales form.
7. Enter an amount in the Sales price/rate field.
8. Pick the account you want to use to track the sale from the Income account ▼ dropdown.
9. In the Sales tax section, sales tax is applied by default based on location.
10. Once done, hit Save and Close. 

Once donations are received, you don't need to create Accounts Receivable (A/R). Instead, set up donor accounts to track contributions separately. Each donor will have an account for recording donations. When a donation is received, credit the appropriate income account (e.g., Tithes, Offerings) and debit the donor's account. This records the donation as income without negative impacts on individual transaction columns.

In addition, you can find a variety of ways to run and customize your reports in QuickBooks Online by referring to the following articles:

• Customize reports in QuickBooks Online.
• Memorize reports in QuickBooks Online.

If you need further assistance or have any other questions about donations, please don't hesitate to reach out. We are here to help and provide support. Have a wonderful day!