Hello from New York

[westside news]

My company acquired QuickBooks to do our accounting because we had numerous folks, including software designers, suggest that it would be perfect for us. Unfortunately, there are advantages to our old software that we are trying to leave that we have not yet found in QuickBooks.

Here are two problems we have now.

1. We are trying to produce a customer history that contains the information that is input for the invoices. We are not interested in producing 200-300 invoices/week so our account reps can spend hours going through them to find the information they can easily find in our current software. Plus, we want it sortable by account rep.

2. We have a number of customers who do not pay on time. Unfortunately, the report that is printed for each account rep only includes the sales invoices that are owing. It does not include any service charges. Without that information the receivables report is useless.

Appreciate any thoughts you can share on these topics.

Keith Ryan

[Joe Williams]

Trying to guess on your input information. If you use the Rep field on invoices and sales receipts, you can get reports of sales by REP in Accrual or Cash basis and for Paid or not Paid status,
QuickBooks can also include a fields on the un-paid by rep report for the Paid status and that can be sorted by the Paid field.
If you need more help on reports please use the the forum for your version as it helps us in our responses.