![]() The software has helped us address several business problems related to time management and employee tracking. Our experience with QuickBooks Time has been positive. I wish the application calculated the miles from one job location to the next when the clerk says you have to pay the mileage I'm sure it could be done using the built-in GPS. It took some time to set up, I had to call customer care to get answers to various problems, and different QB programs have their own quirks that don't always function when you have multiple versions open on Windows or Mac. ![]() We've been using the software for nearly three years and are still quite pleased, not to mention the excellent customer support. QuickBooks Time has significantly streamlined the payroll process. This is far more efficient than the handwritten time sheets we used to use, and there are even sections where you can add remarks and indicate that you must pay for the day's travel. Quickbooks assists our company in staying organized across different divisions they are excellent at keeping electronic data tidy and quick to retrieve when needed. The fact that it is multiplatform, as we can access any book at any moment, and that we can regulate and review our financial condition at any time as a firm. Since we executed the utilize of the QuickBooks Time computer program, we now not have these issues. At that point they would send out timesheets based on a part of mystery, and I didn't have much certainty within the precision of the payslips or the genuine fetched of the work. When we utilized manually written timesheets, field representatives frequently overlooked to record their time until the conclusion of the day or indeed the conclusion of the week, when it was time to yield their timesheets. ![]() QuickBooks Time has been our worker timekeeping framework for the past three a long time and has worked awesome in making a difference us remain organized and get finance records when required. We utilize QuickBooks to keep track of our employees' work hours, we are able moreover see who's working that day, as well as their planned time off. Have a good one and take care.Your information is put away safely, so you'll be able utilize QuickBooks from your Mac, PC, tablet or phone, we will create easy-to-read reports. If you have any other concerns about running reports to see your credit memos, please don't hesitate to post again here. For the detailed guide, check out this link: Set up and modify Scheduled Reports. In case you need to send reports regularly, you can create Scheduled Reports to automate this task. ![]() įor reference in customizing your report, feel free to check this article: Customize reports in QuickBooks Desktop. Add additional columns or filters based on your desired info and click OK.Then, go to the Filters tab and search for Transaction Type.In the Display tab, set the correct date range for the fiscal year.Once opened, click the Customize Report button.Then, hover over the Sales section and choose Sales by Rep Detail.Open your QBDT account and select the Reports menu.This will display the full name of the sales rep and filter the data to show only the credit memos. To help you achieve this, you can pull up the Sales by Rep Detail report. ![]() Thanks for sharing the steps you've performed as well as the outcome. Hi there, I'm here to help you run a report showing the list of credit memos along with the sales rep in QuickBooks Desktop (QBDT). ![]()
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