Accessing your customer transactions is indeed important, @jantco. Allow me to provide you with a set of steps that can effectively address your concern.
In QuickBooks, you can see the transactions of your customer within the Sales menu. Since you don't have that option yet, I recommend creating an invoice for you to see this option. You may also delete the invoice after viewing the transactions.
Kindly follow these steps:
Step 1: You need to create an Invoice so that you can see the Type dropdown.
- Go to +New located at the top left corner.
- Under Customers, choose Invoice.
- Under the Customer dropdown, choose your desired customer.
- Fill in the necessary fields such as the Product/Service, QTY, Rate, and Amount.
- Click Save and Close.
Step 2: View the transactions with your customer.
- Go to Sales.
- Under the Customers tab, click your preferred customer.
- Under the Transaction list column, press the Type dropdown.
- Choose All plus deposits to see the deposit transactions with your customer.
In addition, you may also want to learn how to Edit, delete, and restore list elements in QuickBooks Online.
You're always free to reply whenever you have further concerns regarding the transaction list or anything that relates to it. I'll be here to help you. Have a great day!
