It will display all of your transactions based on the filtered date. You might want to enable the Email me a copy feature in the settings moving forward. It allows you to send a copy of an email you sent to a customer. Here's how:
Click the Gear icon in the upper right corner.
From the Your Company column, choose Account and Settings.
Choose the Sales tab on the left.
In the Messages section, click the Edit icon.
Put a check mark in the Email me a copy at [your email address] box.
In addition, here’s a reference that tackles how to create templates for recurring transactions: Create recurring transactions in QuickBooks Online. It includes steps to edit and duplicate existing templates if you already have one.
Please don’t hesitate to add a comment if you have any other questions or concerns besides customer statements. I’ll be here to help. Take care always!
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