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OmniXIII
Level 1

Memorized Transaction Email Contact List

I would like to generate an email contact list for each customer that has a memorized transaction with us. I can not find a way to do this in list/report. Can this be done?

1 Comment 1
GlinetteC
Moderator

Memorized Transaction Email Contact List

I know a way you might consider doing, OmniXIII.

 

The ability to generate a direct report of memorized transaction lists that has your customer's email address is unavailable in QuickBooks Desktop. 

 

We can run two separate reports that will give you the information you need. First, pull up the Memorized Transaction Listing report these are the lists of your memorized transaction. Here's how:

  1. From the Reports menu, select List.
  2. Choose Memorized Transaction Listing.

Next, run the Customer Contact List to get the email address for each customer that has a memorized transaction. Here are the steps:

  1. Go to the Reports menu and select List.
  2. Choose Customer Contact List.

Now, we're able to generate a memorized transaction lists that has your customer's email address.

 

If you want to customize your reports, here's an article for your reference: Customize reports in QuickBooks Desktop.

 

Please don't hesitate to get back to me if you have follow up questions.

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