Generate QuickBooks Invoice (Filter Dates?)

[northwestmsp]

It would be VERY HELPFUL if we could do a date filter (or other filters like "closed tickets only") on the main "Start" screen for the "Generate QuickBooks Invoice" screen. (would also be handy for Bath Invoicing).

Example: We bill in arrears, would save us a lot of time if we could show a list of clients that need billing for all charges on closed tickets with charge dates before Jan 31st.

[Support Team]

Thank you for posting this.

If I understand your requirement correctly I believe that such filtering options are already available when using the Batch Invoicing option.
These hadn't been available before though, support for it was added to version 16.

/forum_images/quickbooks_batch_invoice_settings.png

Hope this helps.

[northwestmsp]

We need the same custom filters at the beginning of the manual QuickBooks billing screen, where you can select a client. It would be very helpful if we were able to only see clients in that list that had charges to be billed according to the filter. For 1/2 of our business billing is too complicated to simply use the batch invoice option.

[Support Team]

We have just taken a note of this request and it will be considered. Thank you.