Is there a way in Profile to print a report showing all invoices created in the system for the year?

Forum|Forum|3 years ago
April 28, 2023
1 reply
1 view

I am trying to reconcile our invoices and am hoping there is a way to print a full view of invoices issued through Profile to reconcile against the physical copies, is it possible to generate this?

Thank you

ProFile (Canada)

This topic has been closed for replies.

M

Mario B

Level 11

Hi, from the client explorer, select all the files from which you want to print the invoice, then right click and select Print Forms In File then at the promtp for the form name, type invoice.

F

flemmhoAuthor

Level 2

Unfortunately, I am not sure what Client Explorer is, I do not see that in Profile. Also, it seems your response is telling me how to print invoices. I am looking to print a list or report of all of the client invoices, with names, invoice numbers and amounts. I am surprised a system like this has the ability to create invoices but no printable report for year end reporting or reconciliation. Am I missing it?

Thank you.

M

Mario B

Level 11

You can use either Classic database or client explorer. From there, you can export all the fields that you want to an excel spreadsheet, or you can just print a report. Here is a link with client explorer followed by one with Classic database.

https://profile.intuit.ca/support/en-ca/help-article/manage-users/export-profile-data-excel-client-explorer/L8XLDhBV3_CA_en_CA#M44

https://profile.intuit.ca/support/en-ca/help-article/import-export-files/export-profile-data-excel-classic-database/L2nAPjXkc_CA_en_CA?uid=lh6vi5uz

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