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Buy nowThank you for joining the thread, Bree. I'll provide ways to help you get the transaction list of your customers in QuickBooks Online (QBO).
Acquiring the customer transaction list can be achieved in three ways. You can check the All Sales page, access the customer's profile, or run a report. I'll write down the steps for each process and attach images as a reference for seamless navigation.
To access the transactions through the All Sales page, here's how:
For visual reference, see the screenshot below.
You can also access the customer's profile so you can focus on reviewing their transactions. These are the steps:
Refer to the screenshot below for visual guidance.
To accomplish this using a report, here are the steps:
For visual reference, see the image below.
On the other hand, here's an article to help you send statements to your customers in QBO: Create and send customer statements in QuickBooks Online.
If you need assistance in streamlining customer transaction processes in QBO, you can check out QuickBooks Live Expert Assisted. They offer tips and tricks to guide you in navigating these tasks in the program.
My goal is to ensure your QuickBooks inquiries get addressed promptly. As I strive to provide the assistance needed, please continue to utilize the comment section. I'm always around and ready to lend a hand. Stay safe.