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We have 2 locations and manage them with separate email addresses. Also prefer to send different invoice template and email depending on location. Does Quickbooks Desktop Pro allow you to do this automatically? I have to manually do this every week and wish there was a way for the application to choose the right template depending on the invoice class.
I am unable to send a group of reports by email. Could you explain in a simple way as I am new to QBO
We have several employees, mostly paid monthly, on 15th of the month. However there is one new employee who is paid twice a month on 15th and 31st. In error the PD7A report for the month was run before the second of this employee's payroll runs had been made and so the PD7A report in QBO does not include the tax from this payroll run. Is there a way to delete the incorrect PD7A and re-run it?
the reports are cut off when printed?
Using Quickbooks Online, I'd like to pull a customer contact list that includes a column saying when their last transaction was. I can customize the current report to show terms, created date (like when the customer was created), last modified date (if we changed the customer info like address or business name). I'd like to create a mailing list with customer business name, contact name, mailing address and only select the customers who have purchased in the last two years. We are hosting a customer appreciation dinner and don't want to invite folks from 5-10 years ago who only used our services once or twice. I don't want to pull up two reports and have to go through two reports where there could be a column displaying the last transaction date that I can use to sort the report. Thanks!
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