QuickBooks | Customer Transaction Summary

Software: Intuit QuickBooks 2013

One of the great features in Intuit QuickBooks 2013 is the sub-window at the right side of the Create Invoice transaction, which shows the customer transaction summary. Once the customer is being selected from the Customer:Job field, the customer transaction summary for this customer will be automatically generated.

The Customer Transaction Summary Window shows the phone, open balances, credit limit, the number of active estimates, the number of sales orders to be invoiced, a list of recent transactions (such as Sales Order, Invoice and payment), and a notes section where you can record some short notes about this customer.

This feature is very useful as you can view a summary of the customer without pulling out other reports or get out of the Create Invoice transaction window.