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October 13, 2011


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Hi Bonnie:

I am beginning to think that this feature was only available in only the Accountants Edition for 2011, as I see it there in that version.

If this is a feature you really desire, I am 100% positive it is in QB 2012. Save 20% on your upgrade here:

Scott Gregory

I am having the same issue as Vickie Ayres. I have Pro 2011 and I do not see a separate Customer and Transaction tab, it just says History at the top.

I can not find this feature in 2011 Pro or Premier. I can open the history side tab but it doesn't have a customer and transaction tab at the top. I have not installed 2012 yet, are the 2 tabs only available in 2012?

Hi Joslyn:

Thanks for your post. I went back and double-checked Enterprise 2011 and much to my surprise, this feature is NOT there as you mention. That is very surprising to me.

I have updated the blog post to reflect this information, and emphasized that it is available in all versions of 2012.

Scott Gregory

Is it possible that Enterprise shows that same screen differently? On the right I have a history screen, but it does not have tabs like you showed in your post. And while I can keep generic notes for the customer in that screen, they are not transaction specific. I have QB Enterprise 2011

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