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Does anyone else feel that QBks is lacking behind Xero etc? I can't find a decent Aged Creditors/Debtors and now I can't fully import bills, no Class column, daft!!
Solved! Go to Solution.
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Banking
Oh, for sure I have a growing list of QBO's half-arsednesses :-), but so far I haven't bumped into that particular problem of lack of aging info.
What is it about the Accounts receivable aging summary and Accounts payable aging summary reports that don't provide what you're looking for? Is it that they're not "in detail"? I rarely use the "...detail" version of those reports but now you raise the matter, yeah I see that those group by aging period, but not then further by Supplier or Customer. Bummer.
You're probably already doing it, but my only suggestion would be -- and this I do turn to a lot -- to spit the report out into Excel and then you can do whatever you like with it. Shouldn't be too hard to get that further by-Supplier grouping if that's the issue.
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Thanks for joining this thread, @ThomasK.
We are keen to customer ideas especially when enhancing product features. Please know your voice is important to us, and we take this feedback as an opportunity to guide us on which area of the product we need to improve on.
I’ll send this suggestion on your behalf for consideration in future product updates. In the meantime, you can continue exporting both reports to Excel and customize it from there.
We send out newsletters each month to keep our customers updated with what’s new about the application, and you’ll also get some tips on how to manage the business using QBO. You can visit this page to sign up: QBO Blog.
If there’s anything else that I can you find in QBO, post a comment below. I’m more than happy to assist further.
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Yes lagging behind more and more.
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Good example is add new bank accounts,
HSBC Kinetic as been around since February 2021 and December 2021 we still have to import transactions manually, when xero has it already for months.
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Hi there, in case anyone else reads this post for the future, you can connect to Kinetic in Quickbooks. Here's the step-by-step article with how to do this.
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This is not a solution to my original question!
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Do you need to import Bills like this one?
RefNumber | APAccount | Vendor | PrintOnCheckName | TxnDate | DueDate | SalesTerm | Location | AddressLine1 | AddressLine2 | AddressLine3 | AddressLine4 | AddressCity | AddressState | AddressPostalCode | AddressCountry | PrivateNote | Currency | ExchangeRate | ExpenseAccount | ExpenseDesc | ExpenseAmount | ExpenseBillableStatus | ExpenseBillableEntity | ExpenseClass | LineItem | LineDesc | LineQty | LineUnitPrice | LineAmount | LineBillableStatus | LineBillableEntity | LineClass |
101 | Staples | ######### | 15/11/2020 | 100 Houston Street | Suite 2000 | San Diego | CA | 12345 | Internal Use | Office Supplies | For Anne | 25.1 | ||||||||||||||||||||
101 | Staples | ######### | 15/11/2020 | 100 Houston Street | Suite 2000 | San Diego | CA | 12345 | Internal Use | Telephone | Phone Cards | 50.25 | ||||||||||||||||||||
101 | Staples | ######### | 15/11/2020 | 100 Houston Street | Suite 2000 | San Diego | CA | 12345 | Internal Use | MP3 Player | Blue MP3 Player | 2 | 55 | |||||||||||||||||||
185 | Green's Taxi Service | ######### | Net 30 | 1 Main Street | San Diego | CA | 12345 | Transportation | 125.13 |