Rasa-LilaM
QuickBooks Team
QuickBooks Team
‎January 14, 2020 05:59 PM

Manage customers and income

Welcome aboard to the Online Community, saskiafisniku.


The Sales Transactions page will show the status of entries. Let’s sort the data listed on the page, so you can view all sent emails.


Here’s how:

 

  1. Tap the Sales menu on the left panel and choose All Sales to open the Sales Transactions window.
  2. From there, go to the Status column and click the arrow (up or down).

After following these steps, QuickBooks will group all transactions’ status.
stat.png

 

Alternatively, you can run the Transaction List by Customer Report and use the Customise feature to modify the data. I have a few easy steps to perform this task.

 

  1. Go to the Reports menu on the left panel to enter the Transaction List by Customer in the Search field.
  2. When the report opens, hit the Customise button at the top to access the Customise report window.
  3. From there, tap the link for Rows/Columns link to mark the box for Sent.
  4. Click Filter to choose the box for Sent.
  5. Once done, press the Run report button.
    stat1.png

To help modify the information displayed on the report, check out this article. It contains detailed instructions on how to use the Filter, Rows/Columns, Header/Footer features: Customise.

 

Let me know if you have any clarifications or questions about QBO. I’ll be right here to assist further. Enjoy the rest of the day.

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