How do I view a clients total history ? or client summary report

Hi tracygraystar,

It's important you're able to see your client's total history on a report. I'd be glad to steer you towards the right path with accessing the report which gives you the info you need. QuickBooks offers a variety of reports which help you streamline your work.

I'd recommend running the Transaction List by Customer. This report shows your transactions (income and expenses), grouped by customer. To run this report, click on Reports from the left menu, enter the report name in the search field and hit the search icon. In case you need to learn more about customizing reports check out this community article.

I'd encourage you to check out other reports on the Reports page if you're looking for more insight about your customers. Feel free to ask other questions, I'm here to help.