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SALE EXTENDED 70% OFF QuickBooks for 3 months* Ends 12/8
Buy nowAccessing 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.
Step 2: View the 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!