The Closing Date Exception Report in QuickBooks Desktop shows all transactions that were first recorded or modified after that date was established. To run this report (and set closing date), click on the Reports menu on top > select Accountant & Taxes and choose Closing Date Exception Report.
Select “Templates” from the “Lists” menu on top. Choose your template from the displayed list. (Optional: right click and select “New” if you want to create a new template). Click the Invoice template. Click the “Additional Customization” option. Click the “Columns” tab. Change the “Order” values to match your preference. Save changes.
From your open company file: Select the File menu at the top, select Open or Restore Company. Select Open a company file radio button, then select Next. From the Open a company window, select Cancel. On the “No Company Open” window, select “Open a Sample File” from the drop-down arrow. Create a portable copy using […]
When sending a report to Excel from QuickBooks, the worksheet opens in Restricted View preventing the cells from updating properly. To show the amounts from the report, you can click the Enable Editing button on the Message Bar. If you close it accidentally, you can follow the steps below to turn on the Enable Editing option. Here’s how: Click File on the top menu. […]