AG$ commented,
In theory it should work, it doesn't. The ASSUMPTION is you know the 'Creation Date' as i can see behind this screen shot. I should be able to pull ANY client's invoices with the filters listed abo...
AG$ created a post,
How are clients looking at invoices created? What report do i use. Billing & Invoices only pulling 'OPEN' invoices I'm able to search by Creation 0r Due Date, again only pulling open. The Client...
AG$ created a post,
Payments are sync'ing to random invoices that are attached to the same email address. This is happening invoices that are PAID in QBO but are outstanding in Thryv. We have issues with our Thryv sy...
AG$ commented,
It will NOT export anything that has more than 50-70 clients 'rows' (if that's how it's referred to) If i have less there's not issue. That's with ANY filtered item. FYI i'm using Chrome Incognit...
AG$ commented,
Thanks i know how to pull filtered data HOWEVER I am only able to pull anything less than (70) clients, some cases (50). I have scenarios where I'll need to see (150) clients. In this case I do not...
AG$ created a post,
Export Clients Filter isn't pulling any data. See screen shot. I'm trying to pick only (1) filtered category '**rent schedule
AG$ created a post,
AG$ commented,
OMG i had no idea... thanks you so much! I'll notify my team. Happy New Year!
AG$ created a post,
I'm unable to sync due to my client's email with a '!" i cant include a screenshot since it's personal info. please advise how to fix.
AG$ created a post,
How do you run a accounting statement on a customer?
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