You can export the transaction report to save a copy of it, dperry1.
Please note that you can't directly email transaction reports to QuickBooks experts. Instead, you can export the report and send it to them. The support will then provide you with a link to upload the data securely.
To export a copy, follow these steps:
- Go to Reports, then Standard reports.
- In the search field, type in the name of the report.
- Click the export icon and pick an option to export the report.

Once done, you can contact our Live Support team for assistance in reviewing and reconciling your account. Please refer to our support hours to ensure that we can assist you promptly.
Here's how to reach them:
- In the upper right corner, click the Help icon.
- Go to the Search tab and enter your concern.
- Select Contact Us and choose a way to connect with us.
Additionally, after reconciling your account, you can view and print a reconciliation report to avoid discrepancies and ensure your account remains accurate.
We're here to ensure that your experience with QuickBooks is as smooth and efficient as possible. You can always revisit this thread if you have follow-up questions about exporting reports or any other QuickBooks concern.