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  • Job progress invoice vs Estimate

    From the answer: Hey ,   You can customize your reports to show the information you need.... Let me provide you the detailed steps.

  • I keep getting Security Warning notices constantly about webpage trying to open a trusted sites list. It's annoying and going on for weeks! What to do?

    From the answer: Hi ,   I'm here to help you get those notices to stop.... Let me show you how: Open your Internet Explorer browser.

  • Is there a way to default uncheck the print later box in Create Purchase orders?

    From the answer: Happy to have you here in Community again, akpowell .... I'm here to help share information about creating Purchase Order.

  • Customer Summary total doesn't match Customer Detail total

    From the answer: Good day,  Susan607 .... What specific customer's report did you pull up in QuickBooks Desktop for Mac?... If you're referring to the Sales by Customer Summary and Detail reports, the information should match.

  • Reports

    From the answer: It's great to have you here, !... Yes, you can run and setup a scheduled report.... Let me guide you on how do it.

  • Not all of my transactions are pulling into quickbooks

    From the answer: Hi there, .... If you're referring to your bank transactions that are not downloading.... You may need to update your bank account to ensure all transactions are pulling/importing into QuickBooks Desktop (QBDT).

  • Renaming Templates

    From the answer: Glad to see you in QuickBooks Community, .... With the use of custom templates, you can set the right display of information, giving your business a more professional appearance.

  • downloading transactions

    From the answer: I'd be glad to help check your account, .... One reason why you can't find the account is when the account was made inactive.

  • Quickbooks Messenger

    From the answer: I hope you're doing good today, Tommy62.... For now, the admin user is unable to view the log of conversations between users.

  • Quickbooks Pro 2019 Desktop

    From the answer: No.... You cannot back save into an older version.... Choices.... Client must upgrade to same version as you.... Or you have to use your own 2016 version if you ever had it (#1 reason to install newer versions alongside older and not replace them)

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