How to view the transaction history in QuickBooks?

Software: Intuit QuickBooks 2015 accounting software

To find the related transaction(s) of a record you can use the Transaction History function under the Reports tab of the transaction window.

Example: You like to find out which invoice(s) has been offset by a credit memo.

First, you open up the credit memo in question, go to the Report tab (at the top of the Credit Memo transaction), and click the Transaction History button to open up the Transaction History window.

QB_TransactionHistory

From the Transaction History window you can find a list of invoices which had offset against the credit memo. You can print the list or go to any of the invoice in the list (Highlight the invoice and click the “Go to” button).

 

Comments are closed.