It looks like QBO already has Tags for transaction types Invoice, Sales Receipt, and Credit Memo! And the Transaction List by Customer can filter by Tags (my ta...
Thanks for writing all this. As you concluded, even after running these separate reports, I still have to create an Excel spreadsheet with the data from the rep...
OMG. This was the worst use of AI that has caused confusion and problems.I realized too late after I sent out invoices that QBO was making random "AI" subject l...
The issue was resolved with QuickBooks tier-2 support over the phone with screenshare.It wasn't the company file size. It wasn't a Verify Data issue. Tier-2 sup...
Thanks for replying but what you sent me was not the solution, had nothing to do with the issue.As I said in my original post, half an hour later the View & Pay...