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lsfenny1318
Level 1

I AM USING QB ONLINE, & I WANT TO SEND A CUSTOMER A QUICK REPORT--A LIST OF ALL INVOICES, & PAYMENTS RECEIVED IN 2018

 
2 Comments 2
JonpriL
Moderator

I AM USING QB ONLINE, & I WANT TO SEND A CUSTOMER A QUICK REPORT--A LIST OF ALL INVOICES, & PAYMENTS RECEIVED IN 2018

Hi there, @lsfenny1318!

 

The quickest way of sending a report to your customer is by creating a statement transaction. It'll be my pleasure to assist you.

  1. Go to Sales,then Customers.
  2. Select a Customer.
  3. Click New transaction.
  4. Choose Statement.
  5. Change the information if needed.
  6. Click Save and send.

Or you can pull up the Transaction List by Customer report and send it out to your customers.

 

Let me show you how:

  1. Go to Reports.
  2. Under Sales and Customers, locate the Transaction List by Customer report.
  3. Click Customize.
  4. Under Report period drop-down menu, select All Dates.
  5. Click the Filter option.
  6. Check the Customer tick-box.
  7. Select the customer you want to send this report.
  8. Click Run report.

Now you can hover your mouse pointer to the Email option then Email and Send.

 

Also, here the articles you can read to learn more about the steps:

Feel free to comment below if you have any other questions.

kristin23
Level 2

I AM USING QB ONLINE, & I WANT TO SEND A CUSTOMER A QUICK REPORT--A LIST OF ALL INVOICES, & PAYMENTS RECEIVED IN 2018

You all need to make this easier.

It should be very simple to print a .pdf  for client transactions and send them without going through all of these steps. 

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