![]() ![]() The same concept applies if you want to see what happened with a customer and/or jobs. Heres the short and sweet method of creating one customer in QuickBooks: In the Customer Center toolbar, click New Customer & JobNew Customer (or press Ctrl+. You’ll get a report that looks like this:Īs you can see, this provides a great way to visualize exactly what happened with this item during the period. Simply find the part in your item list, highlight it, click the Reports box at the bottom of the item list, then click QuickReport (or CTRL + Q if you prefer keyboard shortcuts). If so, the QuickBooks QuickReport is something you’ll want to have in your tool kit! (this is found in QB Pro, Premier and Enterprise – if it exists in QuickBooks Online, I don’t see it…)įor example, let’s say that you want to see the history for an inventory part in QuickBooks. Wanted to see the invoices and payments for a customer during a particular period of time?īeen in search of the transaction details for inventory, customers or vendors? Ever found yourself trying to figure out why the on-hand quantity of an item went negative? ![]()
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