Transaction List by Customers - Simple Format
The QuickBooks Transaction List by Customers dataset provides a comprehensive list of transactions organized by customer. It includes details such as transaction type, status, date, amount, and other relevant information.
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Sample Data
Open in new tab -Data headers
| Headers | Description |
|---|---|
| Date | Date of the transaction. |
| Transaction Type | Type of the transaction (e.g., Invoice, Payment). |
| Num | Transaction number or identifier. |
| Posting | Posting details related to the transaction. |
| Memo/Description | Additional memo or description for the transaction. |
| Account | Account associated with the transaction. |
| Amount | Amount of the transaction. |
Filtration options
This job can restrict the data that is visible in spreadsheets. Use the following parameters to restrict the data.
| Parameter | Options |
|---|---|
| start_date | Select bills with billing date on or after start_date. Format - YYYY-MM-DD |
| end_date | Select bills with billing date on or before end_date. Format - YYYY-MM-DD |
Others
Similar jobs
Similar sort of data can be achieved by using get accounting transaction job and filtering it by invoice type.
Reports that use this job
Here are some of the report templates that use this job: -->