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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:
KimberlyS
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Your browser requires some troubleshooting to overcome issues that prevent you from filtering the report by customers, KMBLRPC. I'll be pleased to share the detailed process to get you started.

 

In QuickBooks Online, the Transaction List with Splits report will only add a column for customers you've added to each item when creating vendor transactions. Hence, ensure to add them accordingly so they'll populate the report.

 

If your transactions are well set up, I recommend accessing your company using a private window. You're unable to filter the report by customers due to corrupted cache files, which causes unexpected behavior that interrupts your navigation experience.

 

To begin with, you can proceed to these keyboard shortcuts:

 

  • Google Chrome: Ctrl + Shift + N
  • Safari 11 or newer: ⌘ + Shift + N
  • Mozilla Firefox: Shift + Ctrl + P
  • Microsoft Edge: Ctrl + Shift + N

 

Once it works, clear the cache from your regular browser to refresh the website's preference. You can also use the different supported browsers for the best and most secure experience when running the software.

 

On the other hand, you might want to memorize your report to save its current customization settings. This can also be sent via email in a recurring schedule if necessary.

 

Please always consider getting back to us if you have future concerns about running and customizing reports in QuickBooks Online. We're always here to handle all your queries.

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