troubleshooting Question
List of customers with invoices for a current day, and then attaching an Aging report for them and emailing.
TechGuy_007
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We are currently running Quickbooks Pro 2018. We import invoices from a CSV on a given day. However our accounting person then goes through customer by customer to send an invoice.
What we are looking to do is two parts. First we would like to generate a list of invoices for just the customers with invoices that were imported that day. Lets call it 20 invoices, once we have that list, we would like to click to email them, but also attach that customer's aging report with that invoice(without having to bounce between a million screens). Currently she is doing this all manually and its a nightmare. Any help here would be absolutely amazing.
What we are looking to do is two parts. First we would like to generate a list of invoices for just the customers with invoices that were imported that day. Lets call it 20 invoices, once we have that list, we would like to click to email them, but also attach that customer's aging report with that invoice(without having to bounce between a million screens). Currently she is doing this all manually and its a nightmare. Any help here would be absolutely amazing.
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