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...?


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.

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