Is there any report that shows me the customer history, like a customer ledger...?

Is there any report that shows me the customer history, like a customer ledger...?

Answer

Hello there, delluzinfo,

QuickBooks can provide you the transaction history of a specific customer by pulling up the Transaction List by Customer report. Let me guide you how.

  1. Go to the Reports menu.
  2. Enter Transaction List by Customer in the Search box.
  3. Select the Customise button.
  4. Choose the Filter drop-down.
  5. Select the name of the customer in the Customer drop-down.
  6. Click Run report.

You can refer to the screenshots below for your reference. To know more about customizing, printing, and exporting reports, you can check out this article: How to Customize Reports.

The other way to view the customer's transaction history is by opening the Audit Log them filter it by Transactions.

Let me know if there's anything else I can help you with, please feel free to drop a comment below.

Was this answer helpful? Yes No
Original
IntuitRea , Community Support Specialist
Employee SuperUser

No answers have been posted

More Actions

People come to QuickBooks Learn & Support for help and answers—we want to let them know that we're here to listen and share our knowledge. We do that with the style and format of our responses. Here are five guidelines:

  1. Keep it conversational. When answering questions, write like you speak. Imagine you're explaining something to a trusted friend, using simple, everyday language. Avoid jargon and technical terms when possible. When no other word will do, explain technical terms in plain English.
  2. Be clear and state the answer right up front. Ask yourself what specific information the person really needs and then provide it. Stick to the topic and avoid unnecessary details. Break information down into a numbered or bulleted list and highlight the most important details in bold.
  3. Be concise. Aim for no more than two short sentences in a paragraph, and try to keep paragraphs to two lines. A wall of text can look intimidating and many won't read it, so break it up. It's okay to link to other resources for more details, but avoid giving answers that contain little more than a link.
  4. Be a good listener. When people post very general questions, take a second to try to understand what they're really looking for. Then, provide a response that guides them to the best possible outcome.
  5. Be encouraging and positive. Look for ways to eliminate uncertainty by anticipating people's concerns. Make it apparent that we really like helping them achieve positive outcomes.

Select a file to attach:

Qb community
Looking for advice from other business owners?

Visit our QuickBooks Community site.