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Mar 22, 2021 2:36 AM UTC
Question

How can I get my clients Credit card transaction report?

I need monthly credit card report

1 reply

JessT
Mar 22, 2021 3:18 AM UTC

Hi prodetail,

 

It's good to see you here in the Community! I'll be helping you with your client's credit card transaction report.

 

You can share these steps with your client:

  1. Click on the Gear icon and choose Chart of Accounts.
  2. Click the down arrow next to View Register of the credit card account in concern.

  3. Choose Run Report.

Your client can change the date range.

 

You can also share the article about customizing reports for your client's additional reference.

 

I'm just right here if you have other questions in mind.