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Let's create a customer payment history report in QuickBooks, @MJane6700. So, you can review the details right away.
Yes, you can create a customer payment history report in QuickBooks Online by customizing the information. And I'm happy to outline the complete instructions.
To start, I'd recommend running the Transaction List by Customer report. Proceed as follows:
For more details about customising reports, see this link: Customise reports in QuickBooks Online.
You can also click the Save Customisation button to memorise the report. It'll help you save time since it automatically updates every time there are newly added transactions. For further information, check out this article: Memorise reports in QuickBooks.
In addition, consult the following articles to learn about how to print, export, and email different reports available in your subscription:
I can show you another guide or overview if you have other questions about your account. Feel free to leave a comment below, and the support is just a pole away. Be safe, MJane6700.
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