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