Greetings, suncarpet! It's delightful to have you here in our Community forum. We're glad to help you identify the customers you worked with during a specific timeframe in QuickBooks Online.
Thank you for choosing QuickBooks as your partner in handling your business activities. Similar to QBDT, you can run the Transaction List by Customer report. You may adjust the reporting period, then customize it by filtering out the column for customers to access the names of the customers you need to know. I'd gladly walk you through the process:
- Click the Reports menu, then enter the Transaction List by Customer.
- Navigate the Report period.
- Click the Gear icon, then hit the Customer checkbox.
- Select Run report.
Feel free to visit these articles for your reference in managing reports within your program:
Don't hesitate to get back to us if there is anything you need help with your transactions or reports in QuickBooks Online. We're always here to help you. Have a nice day!
