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Hi, @Jacksonville.
Let's pull the Transaction List by Date report, then customize it to show the order number, date, and customer's name.
Here's how:
- Go to the Reports tab on the left side, then type Transaction List by Date in the search box.
- Hit the Customize button on the right side.
- Choose a Report period in the drop-down arrow.
- Under Rows/Columns, put a check on the Date, Num, and Name.
- Hit Run Report.
Also, saving the customization report is helpful too. It will help you save time since it automatically updates every time there are newly added transactions. You may refer to this article: Memorize reports in QuickBooks Online.
Additionally, please browse through these articles about the different reports covered on your account, managing your customer's transactions, etc.
Let me know if you have any queries. I'm glad to help. Take care!
