Question

You want to send a summary of past transactions to a customer. What should generate in QBs to send to the customer?

Answer 1

To send a summary of past transactions to a customer in QuickBooks, you can generate a report and email it to them.

Step-by-step explanation:

In QuickBooks, you can generate a summary of past transactions to send to a customer by creating a report.

1. Go to the Reports menu and select the relevant report, such as 'Transaction List by Date' or 'Sales by Customer Summary'.
2. Customize the report by selecting the desired date range and any additional filters.
3. Once you have customized the report, click on the 'Email' button to send it directly to the customer.

This way, you can provide the customer with an overview of their past transactions conveniently.