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Account management
Hello kathy,
Thank you for reaching out to the Community.
In QuickBooks, the closest we can get is the Transaction Lists by Customer report. This can be customized to only show the Sales Orders.
Here are the Steps:
- Go to the Reports menu at the top , and select Customers and Receivables.
- Select Transaction List by Customer.
- Click Customize Report in the upper left.
- Go to the Filters tab.
- Under the Choose Filter list, select Transactions Type.
- Under Account to the right, click the drop-down and select Sales Order.
- Click OK.
I hope that helps. Please let me know if you have other questions. It's my pleasure to help you.