QB 2002 Pro Question

[Mark Ermis]

Can you create a non-posting item in the Acct. List?

I mean in addition to Estimates and Purchase Orders.

I can't find anything in the manual or help.

Thanks in advance.

[james-ca]

The non-posting accounts are created by the system, and a user cannot create any.

Why do you need to do that? Perhaps there's another way around it.

Regards
Mike

[Mark Ermis]

I have changed the Purchase Order form so I can use it as a Work Order. At the end of the pay period I would like to pull a report that will display only the Closed Work Orders for a specific date range. However, I cannot do this because QB doesn't have a report for CLOSED PURCHASE OREDERS that I can find.

I need to be able to pull up only the closed ones so we don't pay a guy before he finishes the work.

Does this make sense?

Mark

[james-ca]

Have you looked at taking the 'open purchase order' report, and modifying that - for example, change the filters so that they are:

Account - Purchase Orders
Posting status - non-posting
plus:
Date - range you need
Received - Yes

I guess one problem is that the purchase order date is not the same as the received date.

You could modify the report further to show 'item receipts', all accounts, all posting status, for a date range. This report will give you all completions for the relevant period.

How's that?

Regards
Mike

[Mark Ermis]

I'm gonna try this out this morning. Thanks for the help.

We are starting a new instance of QB right now and I need to know if it is possible to export only the ACTIVE customers from the customer list, or do they all go?

[james-ca]

They all go.

If you examine the .iif file which is created, (using Excel or Notepad), you can distinguish the inactives, and delete them from the file before you import them to the new file.

In the .iif file you'll find a series of column heading names at the top, like so (extract only):

JOBSTART JOBPROJEND JOBEND HIDDEN

Then in each customer record you'll find the following, for an inactive customer. Hidden will be set to N for active customers.

0/0/0 0/0/0 0/0/0 Y

That will help you locate then delete the inactives, if you wish.

Actually, it might be easier to delete them first (or after import if you wish to keep their names in the old file).

Regards
Mike