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FrankB1
February 14, 2021
Question

Print and email later check boxes in Memorized Transactions

  • February 14, 2021
  • 1 reply
  • 0 views

We have hundreds of memorized transactions and bill monthly. We are using desktop Pro 20196.  As you know when you set up a customer you can choose Print Later or Email Later. We continually have issues where one or two boxes become unchecked. We don't notice this until we have a customer with overdue invoices and we discover that we have not been sending invoices. Is there a way to produce a report that would indicate if either box is checked or not. We would run it every month to insure that all the invoices we create are actually getting sent out. If this report is not available in Quickbooks is there a outside vendor that could design such a report?

 

thanks

1 reply

Adrian_A
Adrian_A
February 14, 2021

Hi there, FrankB1.

 

The option to customize the memorized transactions and add a column is unavailable. However, we can run a report and then add the Print status.

 

Just a heads up, we can only add the Print status and not the Email option. I'll use the Customer Balance Detail report as an example. Let me guide you how:

 

  1. Click the Reports menu.
  2. In the Customers & Receivables drop-down, select Customer Balance Detail.
  3. Click the Customize Report button.
  4. Select and enter Print under COLUMNS on the Display tab.
  5. Go to the Filters tab.
  6. Enter Printed Status and then select Either.
  7. Click OK.

 

Also, you can look for a third-party application that can add the two columns on the report. You can do that by going to our Apps page.

 

Feel free to save these articles about memorize transactions:

 

 

I'm just a post-away if you need help. Keep safe!

F
Frank_B
February 15, 2021

Thanks for the fast response. I customized the report as you suggested and I do get an X for some invoices that were created manually. None of the memorized invoices have an X. I am not sure how to interpret this info. You indicated that there was an Add-in that could provide an additional field. I searched the add-in but I was unable to fine one that gives me this option. Could you identify one that might work?

 

thanks

Frank

R
Rea_M
February 15, 2021

Hello there, @Frank_B.

 

Let me further guide you in interpreting the information indicated on the customized report (i.e., Customer Balance Detail) in QuickBooks Desktop (QBDT). Then, provide insights about connecting add-ins (third-party applications). This way, you can effectively monitor your memorized transactions.

 

When an invoice transaction utilizes the Print Later option, there'll be an "X" indicated under the Print column. With this, I'd recommend double-clicking the ones that don't have the X mark to open their details and identify whether the Print Later feature is selected or not. Please see the screenshot below for your reference.

 

On the other hand, add-ins or third party applications can be very convenient and often provide efficient solutions to your company's reporting needs. There are a variety of applications that can help you in providing necessary fields on your reports. However, we're unable to recommend one for security requirements and integration policy. You may go back to the QBDT Apps page and search for the best one that suits your reporting essentials.

 

In the meantime, I'm adding this article to learn more on how QuickBooks generates reports: Understand reports. It also includes the complete list of available reports in QBDT along with their description.

 

I'm just around to help if you have other concerns about customizing reports or memorized transactions inquiries in QuickBooks. Take care always.

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