In this video, I show you how to customize the Transaction List by customer report. I like this report because you can display subtotals of each customer income and expenses. You will learn how to filter the report by dates and customers you want displayed in the report. Then learn how to export the report via email, pdf or Microsoft Excel.
How to run the “Transaction List by Customer” report in QuickBooks Online (QBO)
About the Author: Steve Chase
Steve Chase grew up in Dayton, OH but now calls San Antonio, TX home along with his entrepreneur wife, Erin, and their 4 sons. Steve founded Sequentia Solutions in 2017 to help small business owners grow their business with practical and effective solutions. Steve's #1 Clifton StrengthsFinder skill is Learner which comes in handy while he teaches others how to best use various business software applications like QuickBooks Online and Excel. Steve is an active volunteer leader with the Boy Scouts and treasures the lessons he learned while participating in Scouts as a youth on his path to Eagle. Steve enjoys drinking coffee, a good book, visiting art museums, and doing math problems using a brand new sharpened #2 pencils.