Account management
I can imagine the hurdle you've been through in customizing the transaction report, @LizCBayer.
I'll help you filter the report by customers name.
After running the report, you'll have to go to the settings and change the columns from there. Here's how:
- Go to the Reports menu.
- On the Search field, enter Transaction List with Split.
- Open the report.
- From the report, select the Gear/Settings icon.
- Check the Customers box.
- Hit Save customization.
Feel free to read these articles to learn more about managing and printing reports in QBO.
In case you'd experience the same issue, you can follow the basic troubleshooting steps that @MirriamM provided. Otherwise, contact our Customer Support team if issues persist.
Just hit the Reply button if you have further concerns with QuickBooks and reports. I'm always willing to assist. Stay safe.
