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Buy nowI am moving from qb desktop to qb on line. In desktop I always see my customers history when they re-order. Is there anyway to do that in on line?
Welcome to the growing QuickBooks Online family, @honeyflowfarm.
We can generate a report showing the customer's history. Let's proceed to the Reports menu and run the Transaction List by Customer report.
Here's how:
I've also attached an article you can use to get the most out of your financial reports in QuickBooks:
I'm just one post away if you need a hand with looking for customer history in QuickBooks. I'll be here to ensure your success. You have a good one.
I cannot find any Transaction List by Customer report - I need details on the customers previous orders - like is readily available in desktop qb
I cannot find any Transaction List by Customer
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