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Each customer has an Accounts Receivable account - how do we access the transactions on the account?
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I have changed the heading as per the suggestions. However the suggestions on the community group are different to the error message i receive. Therefore I am not sure what the correct heading is.
please can you direct me to where I can obtain the excel document to import journal entries?
When I try to finalise the review I get a message that information is missing because I am not able to fill in a tax amount.
SIMILAR TO THE SALES DETAIL REPORT
While attempting to open a pdf file inside QBO I get this message and I cannot view the report
I have done monthly bank reconcliliation every month all right . Now accountant need financial year end reconciliation . How to generate that report?
I find the Tax / Vat reports not reflecting the account name / discription
HI all; i have set up our file with the Bar Code as the product name for use with a scanner. when i pull summary reports it then does not provide the description of the product. I would like this info yet the customisation does not allow for adding column etc as we could do on desktop in the summary reports. please can someone assist. Thanks in advance...
If I have invoiced customers and sent invoices an statements, how do I retrieve the statements later for reference?
I can generate the statement list but under "amount" it says 0.00 instead of the amount the statement was for.
A customer did work for us and advised their invoice to our company can be used as payment to set off their open invoices from us. What are the correct steps to initiate this?1. I created a payment for them and applied it to their open invocies.2. I also created a Journal entry for the amount - crediting their amount and debiting what we owe them.3. Now I sit with an open journal and an open balance for our company (balance still owing to the client)4. What have I done wrong and what should I have done.
i have reports with a customers line item - they used to only display the customer name. however it seems to have changed without any input from my side to now have the customer code followed by the name in the field. this has thrown out all of my excel reporting as i have formulas that work of those names. how do i get the reports back to normal?
I added the different branches as seperate customers, but they are all from the same company.I would like to send One statement at the end of every month to their head office.
