How do you access customer payment history in QuickBooks?

Accessing customer payment history in QuickBooks can be effectively done by selecting the specific customer and viewing their transaction list. This option allows users to see a detailed overview of all transactions associated with that customer, including invoices, payments received, credit memos, and any outstanding balances.

The transaction list provides a clear and comprehensive view of payment history, including dates, amounts, and types of transactions. This approach is not only direct but also very user-friendly since it utilizes QuickBooks' built-in customer management features, making it easy to track customer interactions and monitor payment patterns over time.

While running an accounts receivable report can provide insights about outstanding balances and general customer payments, it may not give a full history of all transactions related to a specific customer in one view. Searching for customer payment dates could yield specific transactions but lacks the context of other related activities. The Bank Transactions section deals more with bank-related activities rather than individual customer payment histories, making it less relevant for this purpose.