Sometimes you just need to see the activity of a customer, vendor, or item quickly.
Enter the QuickReport.
To access this incredibly helpful report in QuickBooks, you can either use the CTRL + Q keyboard shortcut once you have selected the customer, vendor or item, or you can right click on your selection in the list and choose the QuickReport option from there.
Here is a sample screenshot – keep in mind that once the data is in report format, you then have the full arsenal of QuickBooks report tools available (i.e. customize report, export to Excel, etc.):
Sample “Quick Report” for a customer in QuickBooks
This information is from QuickBooks expert Scott Gregory.