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GlinetteC
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You can easily access the Transaction List by Customer report and tailor it to display only active customers, windyl0u. I'll be glad to show you how.

 

  1. Start by clicking on the Reports menu at the top of the page, then select Customers & Receivables.
  2. Next, choose Transaction List by Customer.
  3. Click on the Customize Report button.
  4. Then, navigate to the Filters tab.
  5. In the search bar, type in Name, select All customers/jobs, and ensure to choose the Active radio button.
  6. Click on OK to close the Modify Report window.

 

For additional assistance with report customization, consider reading the article: Customize Reports in QuickBooks Desktop.

 

You can also save its current customization saving you time for future use.

 

If you need any more help navigating reports, feel free to reach out. I'm here to assist you every step of the way.

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