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N
northerngirl
December 13, 2023
Question

How can I see the items included on all scheduled invoices. There are dozens of scheduled invoices, so doing them one at a time is onerous. Is there a report available?

  • December 13, 2023
  • 1 reply
  • 0 views
Original commenter did not share additional details

1 reply

T
Trish_T
December 13, 2023

Hi northerngirl,

 

It's a pleasure to see you here!  I can understand the benefit of being able to see the details of your recurring transactions in QuickBooks Online.  I would be glad to help!

 

I recommend the Recurring Transaction List.  It includes customization options, as with any other report, so you can filter it to your specific needs.   Here's how to locate it;

 

1. Go to Settings ⚙ and select Recurring transactions, under Lists

2. Click on the Filter ▼ dropdown menu and choose the Template type, Transaction type and Location

3. Hit Apply

4. Click on the ▼ dropdown beside Reminder list and select Run report

5. Open the report Settings ⚙ to choose additional filters, such as Memo/Description

You're all set!

 

Feel free to let us know is this has been solved.  Your success is our number one priority and we are always happy to assist!

N
northerngirlAuthor
December 13, 2023

Thank you for the quick reply. However, the only option on the filter are Transaction Type and Template Type. The only option on the gear icon is the number of rows.
Please advise.

T
Trish_T
December 13, 2023

Hi northerngirl,

 

Thanks for getting back to me with the outcome.  I've reviewed the steps on my end and get the same result when I choose my filters as outlined above.  However, after I hit Apply, then click on the ▼ dropdown beside Reminder list and select Run report, this is where you'll select the small ⚙, to choose the additional filters.  

 

I hope you find this to be helpful!

 

 

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