Quickbooks Import
AnsweredHi 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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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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