About Swordbooks

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About Swordbooks

Bookkeeper specializing in QBO clean-ups and small business startups.

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Re: Customer payments not showing on printed Invoice

@ZuzieGthanks for your response. I did see the report you've recommended, but it doesn't fit this particular need. We'll work something out on our end.

Swordbooks

Updated Oct 16, 2025
Re: My bank feed has not worked for months. I have reconnected it s...

@Deb02Can you download a CSV (or QBO or QFX) file from your online banking account? Download the transactions by month, then upload using "Upload from File" opt...

Swordbooks

Updated Sep 09, 2025
Re: General Ledger in Modern View doesn't sort by account type

@JamesDuanTthank you for your reply. I'm struggling with why someone would want to have a General Ledger sorted by Transaction Date. If I run a full fiscal year...

Swordbooks

Updated Nov 25, 2025
Solved Re: QBO Accountant - how to create a customized client list?

Thank you@ZackEfor your response. I'll also send in this report request via Feedback.I also took a look at our client list through Billings & Subscriptions / Yo...

Swordbooks

Updated Jun 02, 2025
Re: I keep getting emails from Security Metrics about PCI compliance...

@DebSheenD I have a follow-up question that I didn't see answered in the links provided. We have a small B2B business client, no employees, and currently only h...

Swordbooks

4

Updated May 05, 2025

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