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My list of sales orders for customers not showing up. Instead when I open my customer file I get a drop down list of customers rathe rthan their sales history?

 
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QuickBooks Team

My list of sales orders for customers not showing up. Instead when I open my customer file I get a drop down list of customers rathe rthan their sales history?

It could be that the Expand button was minimized when you open the Customer Center, @ronanton1.

 

This can be the reason why the sales orders for your customers are not showing up. Let me guide you on how to expand this option to view your customer's transactions. Here's how: 

 

  1. Go to Customers menu and select Customer Center.
  2. In the right-corner, aligned with the Customers & Jobs drop-down, click the Expand [<] button.

 

You can also view the specific sales orders of your customers, simply select the Transactions section in the Customer Center and click Sales Orders.

 

In addition, you can check your sales order report to see its transaction history. We can simply follow these steps:

 

  1. Go to Reports menu and select Customers & Receivables.
  2. Click Transaction List by Customer and select Customize Report.
  3. Click the Filters tab and select Sales Order from the Transaction Type drop-down list.
  4. Click OK.

 

If you have any additional questions, please let me know. Thanks!

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