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Gretchen Bren

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Everything posted by Gretchen Bren

  1. Gretchen Bren

    Billing Address export to QuickBooks - removes company name

    Gretchen Bren posted a topic in General
    If a Billing Address is entered for a client location, it will overwrite the information that is in QuickBooks when the invoice is exported. Which doesn't sound too bad, except it does not include the company name when it does this. If the Billing Address tab is blank, it keeps the address as is in QuickBooks. Any resolution?
  2. Gretchen Bren

    Ad-Hoc report for Recurring Charges - Service Description

    Gretchen Bren posted a topic in General
    I have an ad-hoc report that I want to use to give me a list of all the recurring contract details. I can use the column "Service" from the category Finance>Recurring Services Contract Details. But I also want to display the columns "Service Name" and "Description" from the contract. How can I add fields to my report?

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