Hi. I am comfortable with our A/R summary that gives a real time look at what we need to collect. Is there any way I can take a look back and see what A/R was a month ago or even a year ago and take that info to compare/contrast how we are doing on collections by creating a spreadsheet?
You can run the AR Transactions report with the "as of" date set to the time frame you want it ended by. I use this frequently to verify our QB to AR in ST.
Miranda Melnychuk, RSE Acclaimed! Heating Cooling and Furnace Cleaning
You can run the AR Transactions report with the "as of" date set to the time frame you want it ended by. I use this frequently to verify our QB to AR in ST.
Miranda Melnychuk, RSE Acclaimed! Heating Cooling and Furnace Cleaning
