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  • Customer statement

    From the answer: You’ll always have the option to modify the statement period, seedling40.... Here’s how: Go to Customers at the top.

  • Invoice duplicating in cash basis transaction by account report

    From the answer: It's how the report behaves in a cash basis accounting, DMCar.... I'm happy to provide details about it.... The other invoice dated March 17 on your report is an offsetting invoice.

  • Deposit and Invoices

    From the answer: Let's correct your deposits so your data in QuickBooks will be accurate, Greenscapes.... We can always go back to the deposit and correct the details.

  • Duplicate matched transactions

    From the answer: Once you have access to the Banking page, you can do everything to it, mcikes.... You'll have to go to the Bank Feeds Center to exclude those transactions.

  • I am trying to run a Profit and Loss by class report that compare July 2019 with July 2018 and YTD

    From the answer: Hi there, Tkennedy1.... You'll want to get and customize each report period and then export it to Excel.... From, there you can collate and compare them.

  • Merging 2 Vendors

    From the answer: You can certainly merge them, src33629.... Here are the steps on how to merge two vendors: Click on the  Vendors  menu.

  • Updating Customer or Vendor Address

    From the answer: I can think of a way that you may consider doing, Marie_FMI.... Let's keep the old billing or shipping address of your customer or vendor.

  • Cannot Print Previous Reconciliation

    From the answer: Hi there, IanSatterwaite.... I appreciate that you've done the first solution to help you fix this issue.

  • Payment Terms Issue on invoices - Desktop Pro 2019

    From the answer: This means the term record being used is not set up correctly, despite its name.... To resolve this open the Terms list, edit the terms record, and set it up correctly.

  • Does anyone use the Password Vault included in the File Manager program?

    From the answer: Hello there,  rzeigen , Let's try to clear the password stored on your Password Vault and reset up the password.

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