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Experienced Member

In the process of creating an invoice, every single customer I pull up lists only 3 transactions per customer. I am unable to see past transactions. What is going on?

 
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QuickBooks Team

Re: In the process of creating an invoice, every single customer I pull up lists only 3 transacti...

Thanks for taking the time reaching out to the Community, @hcmqbeta.

 

We haven't received any similar reports about this issue. Make sure to filter the correct Type and Date on your customer's transaction list to show all the transactions you've made. (attached screenshot) 

Capture.PNG

 

If the same thing happens, it's possible that you might be experiencing some browser hiccups. Once you visit a website, the cache will store the information which can take up space on the computer's memory. If it's overloaded, it can cause unexpected results.

 

In cases like that, you'll want to perform some basic troubleshooting. Start with logging into your account through a private browser:

  • Google Chrome: press Ctrl + Shift + N 
  • Mozilla Firefox: press Ctrl + Shift + P
  • Internet Explorer: press Ctrl + Shift + P
  • Safari: press Command + Shift + N

If it works fine with a private browser, go back to your regular browser and clear its cache. This article can keep you going: Delete or disable cache and temporary internet files in your web browser.

 

Also, the other way to pull up the customer's transactions is to pull up the Transaction List by Customer report. 

 

Here's how:

  1. In the left tab menu, go to Reports.
  2. Select and type-in the Transaction List by Customer.
  3. Change the Date range, then click Run report

For additional reference, you can check this article on how to customize your reports in QuickBooks Online

 

If you have other questions in mind, feel free to let me know. I'll be around to help! 

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