I'll help with your question about running reports and sending suggestions as well, Tehreem.
Memorized Transaction List report only shows a list of transactions that were set up to recur or created automatically. This is the reason why we can't customize it to show the full name or contact information of the customer.
You'll wan to run the Customer Contact List report. Then, export both of them to Excel so you can combine them or add more customizations. Here's how:
- Go to the Reports menu, scroll-down to List, and then select Customer Contact List.
- Click Excel and select Create new worksheet.
Here's an article where you can read more details about this: Export Reports as Excel Workbooks in QuickBooks Desktop.
With regards to sending your product suggestion, I'll share the steps on how you can send it from your company file. Here's how:
- Go to the Help menu, select Send Feedback Online, and then click Product Suggestion.
- Enter all the required details as well as your suggestion.
- Click Send Feedback.
Let me also share a couple of our report-related articles in case you need more references:
Visit us again or post more replies in this thread if you need anything. We surely want to make sure that everything is sorted out.
