Get 50% OFF QuickBooks for 3 months*

Buy now
cancel
Showing results forΒ 
Search instead forΒ 
Did you mean:Β 
Announcements
Work smarter and get more done with advanced tools that save you time. Discover QuickBooks Online Advanced.

Reply to message

View discussion in a popup

Replying to:
07141983
Level 1

Reply to message

ChristieAnn, we are fully aware of what data the report gives and it is exactly the type of data that should be given to a top sales role user. I just found out it isn't even offered when I grant the person an ADMINISTRATIVE role. only a "company administrator". Now they can see all of payroll but can't run a simple report to allow for staying on top of invoicing our clients? What's more is the lack of filtering ability. Please please please can you let us filter out projects that no longer have anything left to invoice of an estimate! If it is fully invoiced and there is ZERO left to invoice I don't need to see it. This is where we always hear... Well you can EXPORT it and do what ever you want! No No No... you can't because of the way this report is generated. It takes a great deal of time to properly filter our ZERO's. Call me I would be happy to explain how it should work. So that would be a great start. Allow for proper filtering and allow sales people and general administrative users to see this report. Asking quickbooks users to pay monthly for this service should entitle us to some helpfully updates once in a while.  

Need to get in touch?

Contact us