I am trying to reconcile the credit
card charges entered YTD to make sure everything has been associated with a job
and add a job when one has not been noted. I have tried several different reports
but even after customizing them there is no field where I can include the
customer/job. The only way I can see the job is to open each charge entered. Can
you help me?
card charges entered YTD to make sure everything has been associated with a job
and add a job when one has not been noted. I have tried several different reports
but even after customizing them there is no field where I can include the
customer/job. The only way I can see the job is to open each charge entered. Can
you help me?
Try a Custom
Transaction Detail Report. Under Reports/Custom Reports/Transaction Detail click
on Display and check type, date, number, name, item, account, split, debit,
credit, balance.
Transaction Detail Report. Under Reports/Custom Reports/Transaction Detail click
on Display and check type, date, number, name, item, account, split, debit,
credit, balance.
Then filter
transaction type by credit card charges. This will show the debit and credit
side of each transaction but you can further filter how you want to see it.
transaction type by credit card charges. This will show the debit and credit
side of each transaction but you can further filter how you want to see it.
With this report you will see the job in the name
column on the second line of the transaction. If there is no job associated
with the transaction it will just show the vendor name again.
The post QuickBooks: Report showing credit card charges with associated company/job appeared first on The Marks Group | Small Business Consulting | CRM Consultancy.