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Report for Cash and Checks

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6 comments

  • Ruth

    Hi Brandy, it is possible! Go to your Billing tab, to the left of your account, click Export Transactions, to the right, adjust the date range and then "Generate Export." 

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  • Brandy Rogers

    Thanks Ruth!

    I am really curious about the export into Quickbooks. Is there a video or an introduction that I could get for how this works? I use Quickbooks but I do not export anything from SP currently into my QB account.

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  • Ruth

    No problem! Check out this guide for more information about Exporting your Billing Data to Quickbooks and Excel

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  • Nanci Burt

    I followed the directions of exporting transactions to QuickBooks.  I cannot open the file and really don't know how to upload it to quickbooks.

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  • Timothy Boyle

    How do you get detail information on the posting for a particular clients account? I have a client who is showing a credit and not sure why?

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  • Lorrie A. OBrien

    I have this same problem. I have credits that are created by system when a payment should have been applied to previous session. I then have to create a FAKE invoice to clear the problem. This results in errors for my biller who then can think I collected that money when, in fact, I have not. Simple needs to do better for clinicians who have outside billers. I also need a report that will show me any transactions listed as cash. Because I am a telehealth clinician, I would never collect cash and these are numbers I can send to my biller at the end of the month. I see other's queries are from months ago with no clear resolution. Not good. Some of this is a learner's curve, some is not. I need to do better too!

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