Quickbooks Import

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David Shoup

• April 23, 2021 22:08

Hi Folks, 

I'm looking for a report that has this information on it.  Can someone point me to a place where  I can find this.  Ideally it would also have Stripe data so I can find everything in one place. 

 

Thanks!

 

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• 

  Ayelette

  • May 24, 2021 00:02

  Hi David,

  Our Invoices report includes Invoice No., Client Name, Invoice Date, and Item Amount.

  I recommend going to Reports > Invoices > updating the date range and filters as needed > clicking CSV to export this report into a CSV file. You may then customize the column headings and add a Due Date column if needed.

  To learn more about our reports, feel free to check out this Help Center guide: Reports: Analytics for your private practice.

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