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Best answer April 09, 2024
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I've got two options to help you print a customer's transaction list in QuickBooks Online (QBO), @comtndrumming.
First, we can go to the Sales menu, click the Customers tab, then select the name. From the Transaction list column, you can set the Type, Status, and Date of the transactions. Once done, click the Print icon beside the Action column. See the sample screenshot below for the visual process.
The other option is to run a Transaction List by Customer report. I'll guide you on how:
- Go to the Reports menu, then enter Transaction List by Customer in the search field.
- You can click Customize to filter the specific customer, transaction type, and other details you want to show up in the report.
- Once done, hit Run report.
- After showing all the customer's transaction list, click the Print icon at the top.
Moreover, after customizing the report, I suggest saving the current settings by clicking Save Customization. That way, you won’t have to go through the customization process again if you need the same information in the future. Utilize this article for more details: Memorize reports in QuickBooks Online.
Drop a comment below if you have more questions about printing your customer's transactions list or any other QuickBooks-related concerns. I'm here to assist you in any way I can.
I've got two options to help you print a customer's transaction list in QuickBooks Online (QBO), @comtndrumming.
First, we can go to the Sales menu, click the Customers tab, then select the name. From the Transaction list column, you can set the Type, Status, and Date of the transactions. Once done, click the Print icon beside the Action column. See the sample screenshot below for the visual process.
The other option is to run a Transaction List by Customer report. I'll guide you on how:
- Go to the Reports menu, then enter Transaction List by Customer in the search field.
- You can click Customize to filter the specific customer, transaction type, and other details you want to show up in the report.
- Once done, hit Run report.
- After showing all the customer's transaction list, click the Print icon at the top.
Moreover, after customizing the report, I suggest saving the current settings by clicking Save Customization. That way, you won’t have to go through the customization process again if you need the same information in the future. Utilize this article for more details: Memorize reports in QuickBooks Online.
Drop a comment below if you have more questions about printing your customer's transactions list or any other QuickBooks-related concerns. I'm here to assist you in any way I can.
Thank you for informing us about the unavailability of the Transaction List on your end, @lccjoplin. To view the Transaction List, you'll need to click a button to display it on your screen. Let me provide you with step-by-step instructions on how to make it appear.
Sometimes, menu options or lists can become hidden due to updates, user settings, or display issues within the software. Here are the steps to restore visibility to the transaction list on your screen.
- Log in to your QuickBooks Online account.
- Go to the Sales menu.
- Select Customers.
- Click the dropdown button under New customer dropdown.
- Select a customer to view their profile and Transaction List.
You can check out this article for additional information on available reports in the New Enhanced Experience and Classic view: List of QuickBooks Online reports available in Modern view.
Moreover, you may also want to visit this article to get the most out of your financial reports: Customize reports in QuickBooks Online.
If you need further clarification or guidance with managing your reports in QuickBooks, please don't hesitate to circle back in this thread. I'll be sure to provide assistance in ensuring a smooth and productive continuation of your business tasks.
