Reports and accounting
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I am interested in determining my client retention rate and wondering if there is report I can run that will list the number of transactions (invoices) PER client over a 15 year period or better yet, the number of clients for which I have created more than one invoice for? Thanks!
We switched our credit card service to a manual sync (from an archaic hand-entry process) and as a result needed to sync the transactions into a new account. I created the new account, but errantly entered the opening balance as zero, when it should have been the remaining balance from the original credit card account. I've tried to reason my way through this, but I have a history of getting turned around when doing journal entries and don't want to make a mess of things. Can anyone offer some suggestions on how to move forward?
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Attachments and invoices
The list should return many more than what it is. I have verified customer's with pledges open for date 6/1/2023 yet another customer with identical pledge will show on the list. I cannot figure out what the difference is.
I am setting up my account for the first time, wanting to use TAGS as a way of seperating out which group is donating what. We have more than 300 donating groups. Anyway to increase the 300 tags?
Can I recover information from my customer's data?
I would like to change design of invoice and estimates
I can't make old vendors inactive if they have this box checked. I ned to make many vendors inactive and need a "blanket way" to uncheck this box.
A week now this is happening. I can’t write estimates. This is crazy. I click the box to type then it just goes away.
I was able to make the invoices fit the envelopes under custom forms styles but I can't see how to do it for statements.
Does anyone know how to print the bank register showing split transaction details?
Why does the "pay" option appear when I print an invoice?
This was in my "junk" box. Account Termination NoticeDue to Non-QuickBooks update, Your QuickBooks Account will be Turned Off. Subscription cancelled: QuickBooks subscriptions, see belowCancellation date:12-June-2024Call us at the number given Below for more informationCall (xxx) xxx-xxxx
