A client wants a summary of work already done and billed for. I don’t want to charge her, she’s not the responsible payer. I just want to send her a summary of service.

We're delighted to have you here today, @Tara00.

Inside QuickBooks Online (QBO), you can run the Sales by Customer Detail report and customize it to show specific customers. This report will show you all the services rendered for that one customer. We'll write down the steps to get you going:

1. Access your QuickBooks Online company.
2. On the left navigational bar, go to the Reports tab.
3. In the Search bar, input Sales by Customer Detail report and then click it.
4. Click the Customize button, and then go to the Filter section.
5. Choose which customer you'd like to highlight inside the report.
6. Once done, click the Run report button.

For more details, see this article: Customize reports in QuickBooks Online.

Moreover, here are some articles to help you keep your current report settings, and manage customers inside QBO:

• Memorize reports in QuickBooks Online.
• Add and manage customers in QuickBooks Online.

@Tara00, it's been a pleasure to have you here today. The Community space is open 24/7 if you have additional QuickBooks-related concerns or tasks you'd like to perform inside the program. We'll make sure to get back to you right away.