Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
Connect with and learn from others in the QuickBooks Community.
Join nowI need to run a report of all of my Memorized Transactions ( Recurring Transactions) which know how to do but the report doesn't display the invoice number of the customer. Is there a way to get that information?
Solved! Go to Solution.
Hello, @ppsgc.
The memorized transactions list contains transactions you have memorized and the memorized transaction groups you have created. The ability to include the specific invoice number on the memorized transactions list is currently not available.
You need not to worry, you can generate and customize the Transactions List by Customer report. This will allow you to view the memorized invoices you have sent to your customers.
Here's how:
a. Choose the Filters tab.
b. Look for Transaction Type.
c. In the Transaction Type drop-down menu, select Invoices.
d. Click Ok.
From here, you can all the invoices that you've sent group per customers. Also, you'll see the invoice number in the Num column.
To learn more on how to manage your reports, you can read through these articles:
Keep me posted if you have other questions. I'm always here to help.
Hello, @ppsgc.
The memorized transactions list contains transactions you have memorized and the memorized transaction groups you have created. The ability to include the specific invoice number on the memorized transactions list is currently not available.
You need not to worry, you can generate and customize the Transactions List by Customer report. This will allow you to view the memorized invoices you have sent to your customers.
Here's how:
a. Choose the Filters tab.
b. Look for Transaction Type.
c. In the Transaction Type drop-down menu, select Invoices.
d. Click Ok.
From here, you can all the invoices that you've sent group per customers. Also, you'll see the invoice number in the Num column.
To learn more on how to manage your reports, you can read through these articles:
Keep me posted if you have other questions. I'm always here to help.
You have clicked a link to a site outside of the QuickBooks or ProFile Communities. By clicking "Continue", you will leave the community and be taken to that site instead.