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Buy now@DivinaMercy_N -this can take A LOT LONGER than it needs to when your own filters on the side should be able to filter out those customers and generate invoices for the remaining customer in minute. See the attached picture. AGAIN, everything yellow on the right said should make it so that the program auto selects the customers without us needing to do extra steps like review all 1000s+ customers and select the ones we want. The highlighted section should auto select the customers yet when we go into the View Selected Customers it does not filter anyone out based on the selected categories on the right.
You are telling us that it is acceptable for QUICKBOOKS and your team that what used to take 5 seconds to click and generate is now potentially going to take hours of manual data reviewing, reviewing open balances, monthly activity, manually selecting multiple customers 50-200? Please confirm that this is your solution? Confirm that you find it acceptable for us to now waste hours manually doing this when it worked previously, because no one in Quickbooks can fix it? Really?