Reports and Accounting
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I have used a customised customer contact list for 5+ years to contact my customers when they should be due to order goods. To do this (as a work around as there is no specific date field for this) I have used the Notes field in the customer record with the first line being "CONTACT YYYY/MM", which could then be sorted in ascending order, so that I could contact customers grouped in the relevant month, e.g. CONTACT 2023/09 (for contact in September 2023). Other first lines included "HQ / ACCOUNTS ONLY", "NO CONTACT", "PASSED TO NTR" & "TRADE", which meant that all customers to be contacted by year & month appeared at the top of the report, then customers appeared in groupings based on the alphabetical first letter of the first line, i.e. as listed above. However, since July when I have added new customers (with notes in the same format), they have gone to the bottom of the report and are not sorted by the correct date, but alphabetical on the company name. I have spoke to suppo
Safari browser. Lloyds bank current account
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I have made sure that my description column doesn't include any special characters and is formatted to general, but QB isn't recognising some of my text descriptions. Can anyone help?
I would like to be able to run the report by date of invoices paid, not accounting dates.
Why is business snapshot not working
I understand I can switch the view but I would prefer to be able to change the default
HiAt month end I revalued my foreign currencies (bank and creditors) and have run an unpaid bills report, but unfortunately the GBP equivalent is still showing the entry exchange rate. The balance sheet a/p balance has translated correctly. Is there a way to correct this?Thx
I am missing 5 transactions
One of the gripes I have about QBO is that it does not have Day Books like Sales Day Book or Purchases Day Book and even a proper Cash Book. The cash book in QBO must give details about each receipt and payment together with details of allocations (currently it only gives-"--split--"). It must also give details about payer/payee, mode of payment and clearance status (although only some of these can be achieved via report fields).
