Transaction Register

A transaction register records the exchange or transfer of goods, services, or funds. Use the Transaction Register to view transactions for a specified date range by transaction type.

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Transaction Register
1. Printing a transaction register

Printing a transaction register

1. Open Connect Business License > Reports > Transaction Register.

2. Select a report title.

3. Enter the Report Dates.

Report Dates is the report date range. The report will use the report date range to select transactions to print on the report.

Do you want to use the current month as the report date range?

Yes, I want to use the current month. Continue to the next step.
No, I want to use a different date range. Change the Report Date, or click Advanced Options.

4. Select the Transaction Types.

A transaction type is a group or category that defines the accounting behavior to record an exchange or transfer of goods, services, or funds.

Billings

A billing is the total amount of billed amounts within a given period.

Billing adjustments

A billing adjustment is a transaction that changes the billing balance because of an event.

Payments

A payment is compensation that is given in return for goods or services.

Payment adjustments

A payment adjustment is a transaction that corrects or modifies the amount or details of a payment entry.

Write-offs

A write-off eliminates a customer's account balance when it is not collectable.

Which transaction types do you want to include on the report?

Include a transaction type. Click to select a checkbox to include the transaction type on the report.
Do not include a transaction type. Clear the checkbox to exclude the transaction type on the report.

4. Click Print (CTRL+P).

The report prints.