Customer History

Forum|Forum|1 year ago
July 7, 2025
1 reply
12 views

I am a Quickbooks Desktop Pro 2024 user. I have 44 customers. I previously could navigate to Customers/Customer Center, and each name would show, with a current balance. When I selected a specific customer, the screen on the right would show all of their invoices and deposits since the beginning of time, along with a running balance after each separate line item transaction. I must have hit the wrong button somewhere, because now I can only get the list of 44, but the screen with their entire history doesn't appear. Instead I get a set of blank columns with titles like Job Status and Estimate Total. No history. How can I find the histories again?

Many thanks,

Kathleen

QuickBooks Desktop

Morgan_B

QuickBooks Team

Thanks for posting your question here in the Community, NoBronco15.

I want to make sure you're able to view customer history in your QuickBooks Desktop account.

It sounds like the type of transactions showing in the Customer Information page may have been accidentally changed. This can be easily done and changed back just as easy. Here's how:

1. When viewing the Customer Information page on the right side of the screen, make sure the Transactions tab is selected below the customer's details.

2. In the Transactions section of the page, click the Show drop-down menu and select All Transactions.

This should update the customer info page to show all of the customer's history. Please don't hesitate to drop a comment below if you have any other questions. I'll be here to lend a hand.

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