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Work smarter and get more done with advanced tools that save you time. Discover QuickBooks Online Advanced.

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Replying to:
JonpriL
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Hello @KJIsaacson,

 

In QuickBooks Online, you can pull up one of your sales reports to let your client review your income transactions. I'll be happy to help you accomplish this.

 

  1. Go to Reports.
  2. Under Who owes you, select Customer Balance Detail.
  3. On the Report period menu, select the date range based on the transactions you wanted to review.
  4. Click Run report.

 

In the same manner, here's a couple of articles you can read to learn more about how you can customize a report: Customize Reports in QuickBooks Online.

 

On top of that, I've also included this reference helpful with the steps needed to identify how stable is your business's financial status: Create and Manage Reports in QuickBooks Online.

 

You can always leave a comment below if you have follow-up questions with this or start a new thread if you have any other concerns. I'll be here to lend a hand. Take care and stay safe!

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