is there a simple report to show transaction history for a customer which has invoices as positive, payments and credits as negative giving the total balance of the transaction list to match the balance due for payment?
This is a fairly basic report, no?
Customer transaction history is something i use daily and surely most businesses utilise this?
Yes, definitely, this should be a basic report dealing with customer transactions in any accounting program. Even after the filter and customize, it's hard to utilize these reports in QBO for the business.
I have seen many accounting programs and all kinds of standard reports, customized reports, management reports and so on. I have also seen all of the reports (even after customization) in QuickBooks Online QBO. There is not even one single report that I can give FIVE Stars (out of Five Stars) at this time. Most of them fall way below Three Stars.
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