cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Want an expert to help you set up your QuickBooks Online? Find out how: Click here

Reply to message

View discussion in a popup

Replying to:
MariaSoledadG
QuickBooks Team

Reply to message

indI have another way how you can view activities for your customers, Elias.

 

QuickBooks offers different reports that you can use to cater to your business needs. For now, a general ledger that contains all activities for a specific customer is unavailable. 

 

You'll want to run the Transaction List by Customer reports to access information from your customers' invoices, payments, credits, and other details. To do so, follow the steps provided below:

 

  1. Go to the Reports tab in the left menu.
  2. Under the Search bar, type in the report.
  3. Click Switch to classic view.
  4. Make sure to select the correct Report period.
  5. Press Run report.

 

Furthermore, learn how to filter specific accounts or customers or any information that you want to include in the report. Go through this article for reference: Customise Reports in QuickBooks Online.

 

Let me know if you have any other concerns about the customer's information. I'll always be right here if you need further assistance.