Tips of the Month - August, 2009

QuickBooks:

Missing or Duplicate Invoice Number Report

1. Create a Missing checks report by selecting the Reports menu, selecting Banking and then selecting Missing Checks.
2. Do not change the default bank account that appears in the Specify Account field and press OK.
3. QuickBooks creates a report of Checks in numerical order and the report notes any missing and/or duplicate check numbers.
4. Click the Modify report button and then click the Filters tab to display the report filters.
5. Remove the Account filter and Amount filter.
6. Filter by Transaction type for “Invoices” and by Detail Level for “Summary Only”.
7. Edit the title of the report and memorize the report for future use.

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