I'm here to elaborate on some details about this report, PromisedLand.
The Transaction List by Customer report is only available in the Essentials and Plus versions. If you're using the Simple Start subscription, you can run the Sales by Customer Summary report instead. Here's how:
- Go to the Reports menu in QuickBooks Online (QBO).
- In the search field, type Customer Summary report and select it to open.
- Click the Customize option at the upper right.
- In the Filter section, choose either Customer, Product/Service ,or Payment Method in the Transaction Type.
- Click Run report to refresh.
You may also want to apply multiple filters so you'll be able to customize the information. For more information. go through this article for your guide: Customize Reports In QuickBooks Online. Additionally, to make reports easier to understand, here are the most common custom reports that you can check out in QuickBooks: Common Custom Reports in QuickBooks Online.
Fill me in and keep in touch if there's anything else that you need about reports. I'll always be right here to help you anytime.
