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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?

4 Comments 4
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. 

ra02
Level 1

Customer Transaction List

When would transactions not appear in the Transaction List? What needs to happen to the transaction for it to appear in the Sales>Customer>Transaction List

RenjolynC
QuickBooks Team

Customer Transaction List

Thanks for posting on this thread, ra02.

 

When you're unable to see all of your customer transactions, it's possible that it was filtered on a different type or deleted.

 

To display of the sales transactions, let's make sure to select All transactions from the Type drop-down list.

 

Here's how:

 

  1. On the left panel, click Sales > Customers.
  2. Select the customer's name and click the Transaction List tab.
  3. Hit the Filter drop-down and choose All transactions from the Type drop-down menu.
  4. Click Apply

I've got this sample screenshot for a visual guide:

 

 

If you're still unable to see all of the transactions, you can follow the troubleshooting steps provided by my colleague IamjuViel

 

Otherwise, run the Audit log report to review if those transactions were deleted.  

 

Here are the steps:

 

  1. Go to the Gear Audit log.
  2. Click the Filter drop-down list.
  3. Choose the User and Date.
  4. Under Events, select Show only these events and put a check mark on the Transactions box.
  5. Hit Apply

Please see this sample screenshot:

 

 

If the transactions were deleted, there's no way to restore it. However, you can recover the details in the Audit Log, so you can re-create them. For reference, check out this link: Use the audit log to re-enter deleted transactions.

 

After the steps, go back to Sales > Customers > Transaction List and see if all transactions are showing up. 

 

You can also go to the Reports page and run the Transaction List by Customer. This will display all of your transactions (income and expenses), grouped by customer. 

 

I'm sharing these articles to see other reports and how to customize them:

 

Please keep me posted on how things go after trying out the suggestions I've provided. I'm here to help you out again. Have a good day ahead!

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