Reports and accounting
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Called multiple times and made a case number. I Dont have the luxury of waiting 3 business days for a correspondence.
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We use an excellent product for consulting businesses called Accelo, which includes a slick QuickBooks integration. On July 29, the integration detected an update on dozens of old invoices and synced them, along with their parent clients, to our database. Most of these invoices dated back to 2020 or 2021, though a few were more recent. Was there some system-wide data update on that date? None of our users were active that day.
how to add a markup field to an estimate
I have a money mark subaccount that has a specific category. I'd like to transfer funds from this account to my checking and recategorize it, how can I do this?
Is anyone else having issues with tags. So many problems.. not showing up on reports, crashing, can't add tags to certain payments.. It is so unreliable, but I stopped using classes and went to tags, and now I can't track anything because it doesn't work 3/4 of the time.
I was able to find this in 2022 and it had the following info:cardholder namecardcard no. (last digits)funded dateamountfee
I just set up a new customer, and I am trying to set up one of my custom reports to include the new customer to the filter. When I pull up the customers on the filter, my new customer is not showing up. How do I get my new customer included in this report?
i have an invoice to send to 3 separate invoices for payment
I would like to create project specific budgets and be able to compare actual cost against budgeted costs.
I could do this in the Unpaid Bills tab, but since I turned on Bill Pay it only lets me schedule online payments.
I have added carry forward balances that show up on current voices. The current invoice total is equal to the total amount owed. However, the payment link only generates for current charges instead of total outstanding charges
I have old customers that I no longer do business with. Their names and information still show in the drop down menu in the Invoice section. How can I edit or delete them?
I want to make ACH payments and split the payment into multiple categories, but the bill pay system will only permit one category.
We recently noticed that the reports for our Non-Profits changed from "Profit & Loss" and "Balance Sheet" to "Statement of Activity" and "Statement of Financial Position", and our "Invoices" now show as "Pledges". We are a non-profit business league 501(c)6 that files a 990. I understand that as a non-profit, the "new" names are technically correct, however, this is confusing to my board of directors who are accustomed to Profit & Loss and Balance Sheet. Is there a way to change them back, without changing our tax form to something other than a 990?
How do you choose different Locations when creating an Invoice in the New Layout?
