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Thank you so much for taking the time to detail your experience and concerns with clarity and specificity, @Jain. We truly appreciate your dedication to our products, having been a devoted QuickBooks Desktop (QBDT) user since the 1990s. Your loyalty doesn't go unnoticed, and your patience and persistence in adapting to QuickBooks Online (QBO) is commendable.
Let's delve into some possible solutions and enhancements that could help streamline your experience with QBO, ensuring that the essential info remains at your fingertips without causing unnecessary headaches.
In QBO, you can hover over the Expenses tab. This way, you can filter the status and category of your vendor's bill.
Here's how:
- On the left navigational panel, look for the Expenses tab.
- Select Vendors and choose the specific one to be billed.
- Click Transaction List.
- Choose the dropdown into Bill.
- Once done, tap the Filter icon, change its Status to Open, and adjust the Date based on your preference and Category to Bill.
- When you're ready, hit Apply.
Furthermore, I've got this article for you just in case you want to track and invoice your billable time so you can keep all your billable expenses organized: Enter billable time by job in QuickBooks Online.
Lastly, to enhance the efficiency of your accounting practices and ensure impeccable financial records, I highly recommend considering QuickBooks Live Bookkeeping. This service provides direct support tailored to meet the unique needs of your business, ensuring accuracy and comprehensiveness in your financial data. By delegating these crucial tasks, you can reclaim valuable time and focus more effectively on strategic areas that drive business growth and success.
It has been a delight assisting you today, @Jain. Should you have any further inquiries about vendor bills or other concerns, please don't hesitate to share them in the comments below. Your smooth experience and satisfaction are my top priorities, so feel free to reach out whenever you need. Let's ensure everything runs perfectly for you.
