Yes, there's another way to view it, asharples.
We can pull up the Sales by Customer Detail Report and customize it to view the memo of your invoices.
You can follow these simple steps:
- Select Reports from the sidebar menu.
- Search Sales by Customer Detail Report.
- Click Customize.
- Set the appropriate report date.
- Under Rows/Columns, check the box for Memo/Description.
- Under Filter, select Invoice from the Transaction Type drop-down menu.
- Hit Run report.
To save its current customization settings, you can memorize the report.
I've added an article that will help you in personalizing your reports: Customize your reports in QuickBooks Online.
You'll want to use the Projects feature in QBO, this will help you in organizing your books the way you work by keeping all job-related information in one place. You can set the job as a project, then directly add the customer to it for a more convenient job tracking.
If you need additional help in managing your customers, please reach out to me again and I'll be happy to help.
