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Replying to:
Montgomery Minds
Level 2

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Thanks so much @Catherine_B I did not see the Reports tab!

 

I have an old version (2013) but I found buttons for "Transaction History" and "Transaction Journal" as you suggested.

 

"Transaction History" doesn't generate a "report" per se, but a popup containing the same information. But from here I can select "Print" and then "Print to:" - "File:" and in the drop down, change "ASCII text file" to "Comma delimited file" and it prints to a .CSV file. This format contains the invoice numbers (but not the customer:job names).

 

"Transaction Journal" did generate a report containing customer:job names (but no invoice numbers). I can extract that to .CSV file in the usual way, using the "Excel" button.

 

Thanks again!

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