Question

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

Answer 1

In Quickbooks, you can generate a report called 'Transaction List by Date' to send a summary of past transactions to a customer.

Step-by-step explanation:

In Quickbooks, you can generate a report called 'Transaction List by Date' to send a summary of past transactions to a customer. This report provides details of all transactions within a specific date range, including the transaction type, date, amount, and customer name.

To generate this report, go to the 'Reports' menu, select 'Transaction List by Date,' and set the desired date range. You can then export the report to a PDF or Excel file to send it to the customer.

By sending this report to the customer, they will have an overview of their past transactions with your business, helping them track their financial records and facilitating transparency.