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Summary, recent transactions, and notes

QuickBooks provides useful detail on the right side of certain transactions (purchase orders, bills, sales orders, estimates, invoices, and sales receipts). You can view information about the name on the transaction (the customer or vendor) and see more detail about the transaction (for example, who created it and any notes specific to just that transaction).

Name details

When you select a name on this transaction, QuickBooks displays information about that name to the right of the transaction. This information includes a summary, recent transactions, and notes associated with that name.

You can:

Close the information pane

Click the arrow arrow to the left of the name in the information.

To reopen this pane, click the arrow arrowat the top right corner of the transaction.

Edit Name

Click the Edit Vendor or Edit Customer link to change information about the vendor or customer such as address and contact information.

Get more detail under Summary

Click any number or link that's blue.

Run a QuickReport

Next to Recent Transactions, click QuickReport to get a summary of all the transactions for the customer or vendor. Double-click any line on the report to view the transaction.

Open a recent transaction

Click a link.

Edit notes associated with name

Next to Notes, click Edit to add or edit notes about a customer or vendor.

Transaction details (Transaction tab)

You can:

Close the information pane

Click the arrow arrow to the left of the amount in the information.

To reopen this pane, click the arrow arrowat the top right corner of the transaction window.

Get more detail under Summary

Click any View link to run an Audit Trail report for the transaction, which shows who added, edited, or deleted a transaction and when. Double-click any line on the report to view the transaction.

View related transactions

Next to Related Transactions, click History to get a summary of the transaction history for this transaction (for example, on an invoice you can see the related estimate and payment receipt). Double-click any line on the report to view the related transaction.

Open a related transaction

Click a link.

Edit notes associated with at transaction

Next to Notes, click Edit to add or edit notes about this transaction.

KB ID# H_TRANSACTION_HISTORY
9/28/2016 8:17:20 PM
PPRDQSSWS403 9138 Pro 2017 cb02cb