Can I itemize transactions by customer on the qb app like I can on qb online?
Hi there, Andrea. Thanks for reaching out to the Community forum regarding organizing your transactions.
To clarify, when you mention itemized transactions by customer, are you referring to filtering transactions by customer name on the Sales transactions page in the QuickBooks Online web version?
If that's the case, you can perform a similar action in the mobile app. However, the All Sales section in the app doesn't allow you to filter by customer. Instead, you can go to the Estimates or Invoices sections, where you can group your transactions by customer names in alphabetical order.
To do so, here's how:
Log in to your QuickBooks account.
On your home page, click onSales in the menu located below.
Select either Estimates or Invoices.
Tap the filter icon, then tick Customer name and selectthe correct Status and Date.
Once done, tap Save.
Once done, you can now view your customers' names in alphabetical order with their transactions.
If you have other questions or concerns, feel free to comment them below.
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