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Good evening, @rmconsults2018.
There's a way you can send yourself a copy of your transactions by going to your Accounts and Settings. Here are the steps:
You can also customize the email that's sent with the transactions. I've provided the steps below on how to do this:
That's all there's to it. For more information on Custom Form Styles in QuickBooks Online, click here.
Let me know if you have additional questions. I'm always here to help.
Good evening, @rmconsults2018.
There's a way you can send yourself a copy of your transactions by going to your Accounts and Settings. Here are the steps:
You can also customize the email that's sent with the transactions. I've provided the steps below on how to do this:
That's all there's to it. For more information on Custom Form Styles in QuickBooks Online, click here.
Let me know if you have additional questions. I'm always here to help.
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