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karezz
Level 1

Customer Transaction List

Previously I was able to see all invoices and payments in the customer transaction list. Now I must choose to view either Invoices or Payments from the transaction Type drop down. How can I change the setting to see both?

2 Comments
BigRedConsulting
Community Champion

Customer Transaction List

Using Desktop, you'd pick "All Transactions" at the very top of the list of list of transaction types.  Do you have that option with Online?

IamjuViel
QuickBooks Team

Customer Transaction List

Hello, @karezz.

 

Let's isolate this unexpected behavior by accessing your QuickBooks Online account using a private or incognito window. This way, we can see if this a web browser related issue. You can use any of these keyboard shortcuts:

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

Once logged in, you can try viewing your Customers list again. Here's how:

  1. Go to the Sales menu.
  2. Choose the Customers tab.
  3. Select the customer's name.
  4. Hover your mouse in the Transaction List section.

If you're able to view all of your sales transactions for each customer, I'd recommend clearing your regular browser's cache. Also, you can use other web browsers

 

Let me know if you have other questions about managing your customer-related transactions. 

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