Accounting

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Posted batches did not update the Classes field

I am not sure which forum this would go in. I apologize if it is not this one. I work for a MSP and we have a customer that has issues with their QB. Several months ago, their QB company file was having issues opening up. The company file was essenti...

Lowering AR

Hi everyone, We're looking to implement a new workflow in our office to help reduce our AR. Our policy is that every customer needs a credit card on file, regardless if they want to pay by cash or check at the time of service, but some employees are ...

msjewell23 by New Contributor III
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Resolved! How Do I Fix QuickBooks Point Of Sale Unexpected Errors??

We’re encountering unexpected errors with QuickBooks Point of Sale. The system crashes during transactions and displays random error codes. Has anyone faced similar issues? Any guidance on troubleshooting or fixing these errors would be greatly appre...

Job Costing by Vendor

I need to preface this by saying we may not have set this up properly I am looking for job costing by vendor on a Project. Under this project, we have built 10 jobs, some with multiple appointments. The GC is looking for lien releases for each vendor...

Calling all ST USERS that want the OLD VIEW BACK

Calling All Service Titan Users,,,, We need your votes. Service Titan requires votes to bring ideas to the front for changes. To bring back the old version view to the screen we MUST have more votes. In the "IDEA" section, please search up Old Versio...

mkane by New Contributor III
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Account Profile balance due field.

I use the Balance due field on an accounts customer side for Red flag issues that might be happening.Now it will not show a balance due when a customer puts down a down payment. $-150.00 and their job has not been completed yet. The job is still in p...

mschmidt by New Contributor
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General Ledger Accounts

Hi, We are looking at potentially re-doing our general ledger accounts due to our company expansions into different lines of home services. However, we are hitting a wall for how to structure it. Does any one have any recommendations and samples of h...

natalie_ by New Contributor
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