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Creating a Report of Outstanding Checks

“How do I print a detailed report describing checks that are still outstanding. I’m using QB Pro 2007.”

As you have probably discovered there is no default report for outstanding checks in QuickBooks. However, you can create your own.
Let’s start with the basics, outstanding checks are simply checks written that have yet to clear the checking [...]

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Creating a Year-to-Date Journal Entries Report

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“Looking for a QuickBook Report that will list all journal entries made this year. Can anyone provide a step by step guide?”

To create a report that shows all journal entries made this year simply do the following:
1. Open the Reports menu and select the Custom Transaction Detail Report.
2. On the Display tab, select the Dates [...]

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Customizing the Customer Balance Detail Report

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“Is there any way to get the Customer Balance Detail report for one customer?”

Yes, open the Reports menu then the Customers & Receivables sub-menu and open the Customer Balance Detail report.
Click on the Modify Report button (upper-left had corner) and select the Filters tab. In the Choose Filter list select Name and in the drop-down [...]

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Could Sales Be the New Currency?

What if you could spend your sales? I sell widgets, then take the invoices and pay my employees. They take the invoices and pay their mortgages. Who needs dollars when you’ve got sales? Unfortunately, we can’t pay for anything with sales. We must convert our receivables to cash and preferably within terms.
Today I participated in [...]

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