-
#QuickBooks Online #QBO – How to handle zero balances in accounts receivable aging
You have two ways to handle this issue in QBO: Manual Setting Automatic Setting (auto-mode) You will need to select the one which is right for your business situation. When you create a new company file in QBO, normally this auto-mode is already ON as a default setting. Manual method is commonly used when you […]
-
How to create Accounts Receivable (A/R) Report for each Sales Rep (Salesman Report)
We will be using available Custom Fields, one for Sales Rep on Sales Forms (Invoice, Sales Receipt and Estimates). And, generate customized report to get Accounts Receivable for each Salesman Report. Since there is no way do it from the Customer Detail page. This page has no field for to include Sales Rep. First, we […]