Why doesn't QB aging match ST aging?
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05-18-2022 11:46 AM
Our Quickbooks is aging invoices from the date the job is created. Why wouldn't it wait until the job is completed & exported?
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03-21-2024 07:29 AM - edited 03-21-2024 07:31 AM
We have discovered that no negative balances appear on the ST AR Aging report. So if a customer has a credit balance, it will not show up on the ST AR Aging reports. The only way to find customers with credit balances is to go to the Accounting tab, click Customer Payments on the left menu, then sort by the Credit Remaining column (click on it twice). It is very clunky. As an accounting professional, I find this unacceptable.
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05-18-2022 11:58 AM
Your QB should be aging based on the INVOICE DATE that is being exported from ServiceTitan
Jessica Woodruff Smith, LadyTitans Co-Founder & Process Manager at AirWorks Solutions
