client billing from prior year

Related products:ProSeries

Forum|Forum|3 years ago
August 1, 2022
6 replies
5 views

Is there a way to carryover client billing from previous year and have it flag if there is a past due amount when we open their file

It would be nice to catch anyone who did not pay last year before we move forward with this year.

Individual

This topic has been closed for replies.

dkh

Level 15

Yes, through Intuits QuickBooks program..... 😊

I think the only way is to set up a customized view in prior year software to see which clients don't have "Received Payment from Client" checked in Client Status worksheet

IRonMaN

Level 15

"Yes, through Intuits QuickBooks program"

I think you meant Sage 😜

Slava Ukraini!

dkh

Level 15

T

taxmom KatieAuthor

Level 2

I am asking for ProSeries software. QB does it just fine, but I don't see an option in ProSeries - it only carries over the amount billed, but doesn't show if it is paid.

IRonMaN

Level 15

ProSeries is not an accounting program. You might be able to create a bill from the software, but the software isn't going track whether or not it is paid.

Slava Ukraini!

A

Anonymous

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