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Level 1

Recurring Transactions and the email

Is there a way to generate a report for Recurring Transactions that will list all Recurring Transactions and the emails that are used? I need to find a way to export this list into excel

1 Comment
QuickBooks Team

Recurring Transactions and the email

Let's run the Recurring Template List report to get the information that you need, joe139.

 

For now, customizing a report to show the emails that were used isn't possible. You can export the report to Excel, then from there, add the emails that were used.

 

Furthermore, you can simply follow the steps below to run the reports:

  1. Go to the Reports menu.
  2. Use the Find report by name search bar to search for reports by name. You can also browse the list.
  3. Select the report to open it.

For more information, export reports to Excel to use reports outside of QuickBooks: Export Your Reports To Excel From QuickBooks Online.

 

You can also customize reports in QuickBooks Online to focus on the details that you want to show.

 

Please touch base with us if you have questions about customizing reports. You can also get back to us if you need help from us.

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