Customer transactions not showing

I have here some troubleshooting steps to sort this out, @Rick108.

Thanks for reviewing the customer transaction list and reports in QuickBooks Desktop (QBDT). I'm here to ensure you're able to see the transactions in QBDT as soon as possible. This way, you can track and review the details. 

Missing data happen if your account isn't up-to-date and damaged the company file. To get rid of this problem, make sure that your account is in the latest release (R6). Doing this will give you a better experience and fix unusual issues like missing transactions.  

Here's how to check your version and to update: 

1. Press F2 on your keyboard. 

       2. If you're using an old version, go to the Help menu on the upper right side. 

       3. Click Update QuickBooks Desktop and pick Update Now. 

       4. Tap Get Updates to start the download.

       5. Install the new release when prompted.  

Once done, please re-highlight the customer's name and run the quick report to verify if the data are already showing up. If the issue persists, I'd recommend running the Verify and Rebuild tools. This tool can help you resolve the transactions that are missing in the lists.

Here's how:

1.  Go to the Window menu and select Close All.
2. Click the File menu, then choose Utilities. 
3. Tap Verify Data.
4. If you receive a specific error, go back to the Utilities and tap Verify Data. 
5. Follow the on-screen instructions.

 You can also check this article for more detailed steps: Verify and Rebuild Data in QuickBooks Desktop.

Additionally, you may check out these articles below about personalizing sales forms, customizing and memorizing reports. 

• Understand reports
• Sales and customers

You're always free to drop a comment below if you have additional questions about your customer's data. I'm glad to assist you. Keep safe. 

Hi, you say the latest release is R6 but mine says R15P.

And under "versions used on file" it lists a whole bunch of "R" #'s. The newest one, dated 4/12/21 at the bottom of the list says R15.

In any case, I have my updates on automatic and I think it is always up to date. But I did an update anyway.

Some more information:

The customer:job transactions do NOT show up in these types of transactions:

Journal entries, checks, and paychecks where the name has that customer:job listed. Nor on deposits where the customer:job is listed under "received from"

The transactions DO show up: 

Checks where the cust:job is in the "pay to" field.

Journal entries where the cust:job is in the TOP line of the JE. None of the ones in other lines show up.

Oddly enough, the account (such as an income account) shows up on a deposit if no name is entered.

Any other tips to try? 

Thanks, Rick

Hello there, Rick108.

I appreciate you following the steps provided by one of my peers above. Since you're still getting the same error, I'd recommend you contact our QuickBooks Desktop support. They will be able to investigate the root cause of that issue and help you further. 

Here's how:

1. Open QuickBooks.
2. Go to Help, then select QuickBooks Desktop Help.
3. Select Contact Us.
4. Give a brief description of your issue, then select Let's talk, and then choose a way to connect.

You can also find out what your computer needs for the best experience in QuickBooks Desktop 2021.

Feel free to reach back out to me if I can be of more help in viewing your transactions. I'll make sure to get back to you as soon as I can.

Any resolution to this?  I have the same problem but it didn't occur until I transferred data to QB online. 

Hello there, @fahec. I'm here to get the assistance you need in viewing your customer's transactions.

If you're using QuickBooks Desktop (QBDT), I suggest updating your QuickBooks Desktop to the latest release. It improves the performance of the software and also fixes unusual results automatically.

Here's how to do it: 

1. Go to Help, then select Update QuickBooks Desktop.
2. Click Update Now, then proceed with Get Updates.
3. When the update finishes, close and reopen QuickBooks.
4. Click Yes on the prompt.
5. Restart your computer.

However, if you're using QuickBooks Online (QBO), please know that there is information that won't move from QBDT since there are limitations on what you can convert and upload to QBO. To learn more about it, check out this link: Learn how features and data move from QuickBooks Desktop to QuickBooks Online.

Let me know if you have further questions about your customer transactions by leaving a reply below. Have a great rest of the day!

I'm also seeing this problem with QBA 2021. The customer Job Information window shows no Invoice, Sales Receipts or Payment info. Only Checks it any were written to the customer. 

I've completed all rebuilds, update etc as I'm fairly well versed in the troubleshooting protocols 

I can share some information that can help you resolve the problem you're having with your customer transactions, @AMAcpa.

I advise contacting our Customer Support if you're still having issues even after trying a few troubleshooting steps.

Follow the steps below on how to reach them:

1. From your QuickBooks Desktop account, click the Help menu at the top.
2. Select QuickBooks Desktop Help.
3. Provide some information about this concern in the search box.
4. Click the Contact Us link at the bottom of the window.
5. You'll now have a few options for support.
6. Select Get a call to arrange a callback from a support agent. Or Start a chat to chat with them directly.

You can check this article for more information about the different types of support we offer and their availability: Contact QuickBooks Desktop support.

Here are some reports you can create to keep track of your sales and expenses: Customize customer, job, and sales reports in QuickBooks Desktop.

Let me know if there is anything else that I can help you with your QuickBooks Desktop.​ I'm always here, ready to help. Have a wonderful day!

thank you for responding. I didn't see your troubleshooting steps but if they are the standard\typical I already tried them and I used the Tool Hub and QB Doctor and it didn't correct the issue.

I'll need to call support today

R16 was my latest, I verified Data says no issues. I am still missing transactions on many customers 

Did you have any luck?

I appreciate you chiming in the thread, @Dmills1960.  I'm here to help you get this sorted out.
 

Since you've tried already the troubleshooting process as suggested in this thread and still get the same concern. I'd recommend reaching out to our Customer Care Support Team. That way, they can check further into your account in a secure space. You can also request a screen-sharing session with them so they can guide you through the resolution process. I'll share some steps below:
 

1. Click the Help menu and select QuickBooks Desktop Help.
2. Select Contact us and then enter that you get Reminder prompts and Continue.
3. Then choose either to Message an Agent or Talk to a Specialist.
    

Please have a look at this article for QuickBooks support hours: Contact QuickBooks Desktop Support.

You may also check out this website to check some articles about customer topics and more: Manage customers.
 

Please let me know in the comment section if you need more help. I'll be around. Take care!