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We can generate the Transaction List by Customer report and customize it according to the details you need, @DOA.
However, please ensure that your invoice custom template has the S.O. # and P.O. # fields enabled. It will allow these numbers to appear on your transactions and reports.
Once done, you can proceed with the following steps:
- Go to the Reports menu and hover your cursor over Customers and Receivables.
- Select Transaction List by Customer and click the Customize Report button.
- In the Display tab, select the fields you want to include, such as Type, Date, Num, P.O. #, and S.O. #, to personalize the report.
- Click OK to apply the changes.
Please feel free to reply to this thread if you need further assistance with managing reports or any QuickBooks-related matters. We’re always here to help!