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As we allocate the majority of our bills to Customer / Project I want to be able to run a report to show any bills that haven't been allocated (obviously we will have some of these) I want to run this on a monthly basis to ensure all relevant cost are allocated to the Project but can't see any way of doing this. Can anyone help please?
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Thank you anyone who has looked - I've found a way via the General Ledge Report
Thank you anyone who has looked - I've found a way via the General Ledge Report
You can run a transaction report per year, click on the gear icon, check the customer box, and click out of the edit box. The report should automatically update and show what customer's are assigned to bills and what bills do not have a customer linked to it.
My question is, is there an easy way to add a customer to multiple transactions that are not linked to a customer already. I have MANY small charges for one job that was not assigned a customer.
Thanks for checking out the Community space, CrissyKnny.
I'm here to share some insights about linking bills to a customer.
Currently, the option to assign a customer to multiple transactions is unavailable in QuickBooks Online. For now, you can manually open each bill and then link it to a customer. Here's how:
I can also understand how convenient to have this functionality, though, especially if you have a lot of transactions that need to be edited. Rest assured, I'll take note of this to help improve your experience in QuickBooks.
On the other hand, here's an article that you can read to help track the money you've paid to a vendor for the year: Run a report with supplier totals.
Do let me know if you need more help in managing your other transactions and reports by dropping a comment below. I'd be glad to help you again.
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