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Level 1

Is there a way to add a tax column in the customer transaction list?

 
3 Comments
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Moderator

Is there a way to add a tax column in the customer transaction list?

Nice to see you in the Community, @marblefalls.

 

Yes, there's a way to do that on your Transaction List by Costumer report. I'm happy to show you how.

 

First, open your report by going to the Report tab. Then select the Transaction List by Customer report.

 

Next, click the small Gear Icon located on the upper-right corner of your report. Then tap the Show More link to locate and check the Tax Amount tick box. 

 

 

You can also add other columns if you want. If you want to customize it according to your preference, you can check this helpful guide: Customize reports in QuickBooks Online.

 

The Community is always open if you need anything else. I'm here and ready to help. Take care and have a nice weekend.

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Level 1

Is there a way to add a tax column in the customer transaction list?

Thanks for the reply, but I was looking to have it on the Customer Transaction List that is default.

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QuickBooks Team

Is there a way to add a tax column in the customer transaction list?

Hello there, @marblefalls.

 

Once done following the steps provided by my colleague above make sure to Save customization. You can go to Custom report, it will show you all the list of all memorized or group reports. 

 

Here's how:

  1. Go to Reports, then choose Custom reports
  2.  You'll see a list of all the memorized or group of memorized reports. 

I've also added this article for your reference: 

I'm always here if you still have further questions in creating a template. Have a wonderful day!

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