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  • Aging Report

    From the answer: Thanks for the quick response,  nessllc1 .... Let me take over and help you organize your customers in alphabetical order on your A/R Aging Summary report via QuickBooks Desktop.

  • Hierarchical View for Chart of Accounts

    From the answer: Thanks for reaching out to QuickBooks Community, .... The Flat and Hierarchical View options are available from the Account drop-down at the bottom of the Chart of Accounts.

  • Can I add a field that is on a customers Invoice to the Statement for that customer?

    From the answer: Hello there,  langka6 ,  Once a custom field is added in your transactions form (invoice), you need to enter the information in the custom field so it will appear on the printed/sent invoices.

  • Need to Change Payroll Item Type to Bonus

    From the answer: Once an item is created you can't change the type.... Instead, set up a new item and use it.

  • Existing Mortgage New Company File

    From the answer: Quick example.... You purchased property for 170k just there are closing costs (transfer tax - recording deed- etc) that must be added to the asset value.

  • How do I remove items from inventory that should never have been in inventory?

    From the answer: Hi there, .... Thanks for sharing your concern here in the Community.... I can help provide some information on how to correct your inventory item and recording transactions in QuickBooks Desktop.

  • Correct payroll mistake

    From the answer: Welcome to the Community, .... As long as the number of hours for both holiday and vacation are the same, you can go ahead and edit the payroll from the last period.

  • Journal entry created in the register is not reflected in GL Transaction detail balance. Other journal entries do.

    From the answer: Hello there, .... All created journal entries should show up on the General Ledger report.... Let's go ahead and check on your JE's set up to get this issue sorted out.

  • Calculate 30% down

    From the answer: Hello ChefAlsGal!... Yes, this can be achieved through progress invoicing.... You'll want to create an estimate for 100% of the job.

  • Chart of Account numbering: Can I add decimal points or letters to account numbers?

    From the answer: Good day, @ Real Estate Partners LLC ,   You'll be glad to know that you can add a decimal point or letters to the account number on your Chart of Accounts.

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