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The QuickBooks customer history report is a valuable tool for assessing your business’ performance and identifying trends in customer spending. You can run a customer sales report that will provide information on all purchases and payments made by that customer. When you need the transaction history of one specific customer, QuickBooks can help. How to run a detailed sales report for one customer in QuickBooks This article will teach you how to run a detailed QuickBooks customer sales history report and its benefits. One such feature is the QuickBooks customer history report. I'm always here to provide further assistance with anything QuickBooks-related.Besides being one of the top accounting software programs, QuickBooks offers many helpful business management features. If you need additional help, feel free to reach out to me. Please refer to this article to view various details on how the Sales page gives you a great at-a-glance view of the status of sales entries: View sales transactions. You can click this article to view further information on how you can apply the available credit to another entry so this will show as zero: Handle a customer credit or overpayment in QuickBooks Online. Make sure the payment is equal to the open balance.Select the checkbox for the Expense or Check you created when recording the refund below the Outstanding Transaction section.Choose the same customer you used for the check or expense when recording the refund.Once done, you'll have to link the check to the customer's credit or overpayment so the customer's balance shows zero. Enter how much you want to refund in the Amount field.On the first line of the Category column, select Accounts Receivable.From the Payment account drop-down, choose the bank account to where you deposited the overpayment or credit.Select the customer you want to refund from the Payee drop-down arrow.If you're in Business view, follow the steps to switch to Accountant view first. Using Check or Expense to record the refund reduces your bank's balance and offsets the customer's open credit, overpayment or prepayment. To zero out the credit or the customer balance, I suggest recording a check in QuickBooks Online. That's why the examples and interface aren't the same because you're using the Online version. With this, the details shared above are the steps for QBDT users. That said, QuickBooks Desktop and QuickBooks Online accounts are two different platforms and intended to work independently from each other. With this, I'll ensure to provide some details on how to handle customer's credit.Įach QuickBooks version is designed to address specific business needs.
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I appreciate you for sharing information that you're using the QuickBooks Online version. Thank you for visiting the QuickBooks Community.