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honeyflowfarm
Level 1

Customer history

I 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?

3 Comments 3
Rubielyn_J
QuickBooks Team

Customer history

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:

 

  1. Open your QBO account.
  2. Go to the Reports menu on the left panel.
  3. In the Find report by name field, search and select Transaction List by Customer report.
  4. Click the Customize button to filter and show the data you want.
  5. Once done, click Run report.

 

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. 

honeyflowfarm
Level 1

Customer history

I cannot find any Transaction List by Customer report - I need details on the customers previous orders - like is readily available in desktop qb

honeyflowfarm
Level 1

Customer history

I cannot find any Transaction List by Customer

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