Beth78
07-09-2022
07:50 AM
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Is there a way that I can view what items a customer has purchased all in a list or in one place?
Is there a way that I can view a customer and see all the items that they have purchased all in one place? I know I can click on each transaction but I need in where I can possibly print it out to track their purchases. Thank you.
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TheRealChipA

07-09-2022
10:08 AM
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@Beth78 Yes, there is! Here are the steps:
- Go to your online dashboard
- Transactions
- Pick your desired date range (red circle in first screen shot below)
- Where the blue circle is in the first screen shot, click on Card #. There will be a drop down list from which you can select customer.
- Enter the last name or more of the customer and press enter.
- You’ll get a list of all transactions, like the one shown in my second screen shot below.
You can also export a couple of CSVs to mess with in a spreadsheet, if you want.
I hope that helps!
Chip A.
Square Expert & Innovator
(But NOT a Square employee, just a seller like you)
Was my post helpful? Take a moment to mark it as a possible "best answer." I hate the term, and wish we could just mark posts as "helpful." But this is our only mechanism at the moment. Just remember "Best answer" should be interpreted as "helpful," and nothing more. LOL. "Best" (ugh) answers help folks possibly find solutions to similar problems they are hoping to solve.
Square Expert & Innovator
(But NOT a Square employee, just a seller like you)
Was my post helpful? Take a moment to mark it as a possible "best answer." I hate the term, and wish we could just mark posts as "helpful." But this is our only mechanism at the moment. Just remember "Best answer" should be interpreted as "helpful," and nothing more. LOL. "Best" (ugh) answers help folks possibly find solutions to similar problems they are hoping to solve.