Thanks for connecting with us here, @LALS3.
I'll gladly share some information with you. In QuickBooks Online (QBO), you can run the Transaction List by Customer report. This report will show you all sales, including deferred income that has been recognized, for each customer within the selected date range. Here's how:
- Go to the Reports menu and search the Transaction List by Customer report.
- Under the Report period, click the dropdown arrow and customize the dates.
- Under the Rows/columns, click the dropdown arrow and select Month.
- You can also click Customize in the upper right corner to get the specific details of the transactions.
- Click Run report.
You may memorize this report to save its customized settings for easy access to use in the future.
You can also utilize this article to learn how to export your reports to Microsoft Excel from QBO: Export your reports to Excel from QuickBooks Online.
Know that the Community is always here to back you up. Have a great day ahead.
