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View charges for a customer

SOLVEDby QuickBooksQuickBooks OnlineUpdated August 24, 2021

To see all the charges for a customer:

The Transaction List by Customer report shows all transactions. You can modify it to show only charges.

  1. Select Reports from the left menu.
  2. Enter Transaction List by Customer in the search bar. (Note: The Transaction List by Customer report is a feature that's available only in QuickBooks Online Plus.)
  3. Select Customise at the top.
  4. Select Filter.
  5. Under the Transaction Type drop-down arrow, choose Non-posting.
  6. Select Run report.

Charges are non-posting transactions and don't appear in most accounting reports or in registers (or account histories).

To see the list of recurring charges:

  1. Select the Gear icon at the top, then Recurring Transactions.
  2. Under the Transaction Type drop-down arrow, choose Charge (or Non-Posting Charge).

    Each line is a template that creates one or more charges.

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