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Michael Hewitt

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  1. Estimates & Progress Invoicing Summary by Customer Report need to be able to filter by status

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    1 comment  ·  QuickBooks Invoice Payments Portal  ·  Admin →
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    Michael Hewitt commented  · 

    I have to generate this report quarterly. The request is simple. Allow us to filter out closed status without having to do the extra work of converting to Excel to modify the report (which could be construed as me tampering with financial documents). Since switching to QBO from QBDT it has become really difficult. Used to use Sales Orders, and the report used to auto-filter out closed sales orders in QBDT. QBO uses Estimates, fine. When we were forced to switch over the import didn't auto convert Sales Orders to Estimates, but I am over that frustration and on to this new frustration. Please fix it. Thank you in advance.

    Michael Hewitt supported this idea  ·