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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
Piper’s Ice Cream Bar, Covington KY USA
Square Champion, Expert & Innovator
Website Facebook
Click here to see a list of third-party apps I use to add functionality to my Square account!
If my answer resolves your issue, please take a minute to mark it as Best Answer. That helps other sellers who find this thread in the future.
Piper’s Ice Cream Bar, Covington KY USA
Square Champion, Expert & Innovator
Website Facebook
Click here to see a list of third-party apps I use to add functionality to my Square account!
If my answer resolves your issue, please take a minute to mark it as Best Answer. That helps other sellers who find this thread in the future.