at 19:00, how do you edit the report to remove the Totals row for each client (where it adds up all the transactions at the bottom)? It seems like the only way is to export to excel and remove these manually.
@@HectorGarciaCPA No worries, I figured it out. For anyone that sees this comment: you right click into Chart Properties, then go to Presentation, then under Dimensions and Expressions select each item (item type, item, txn type, date, amount, etc), then right under that box deselect "show partial sums". Thanks for your videos Hector, I appreciate the help you provide the accounting community!
Hector Garcia CPA there are a few columns that normal reports do not include though. We made a custom P.O. and those custom titles do not cross over to reports
Hector, I have been watching some of your videos for Enterprise Advanced Reporting. I have a client that just needs to make a couple of small tweaks...change column title names on existing reports and generate reports for Payments that also retain the information from the invoice the Payment is applied to...like...invoice date, REP, etc. Do you know if this is possible in Advanced Reporting and how burdensome it would be to figure out? Thanks!
Hector, that was a helpful video. Thank you. I have attempted to pull a report of Ship To addresses from QBAR, but been unable to without just pulling a the "Ship To" from each Invoice. It seems there ought to be a cleaner way to pull that data. When I attempt to do so using the Ship To table in QBAR, it only returns the first Ship To address when a customer has multiple Ship To addresses. Any tips for a guy relatively new to QBAR on this multiple Ship To address problem? Thank you. James
at 19:00, how do you edit the report to remove the Totals row for each client (where it adds up all the transactions at the bottom)? It seems like the only way is to export to excel and remove these manually.
Hi, i dont work with QBAR anymore, havent touched it since the video was made
@@HectorGarciaCPA No worries, I figured it out. For anyone that sees this comment: you right click into Chart Properties, then go to Presentation, then under Dimensions and Expressions select each item (item type, item, txn type, date, amount, etc), then right under that box deselect "show partial sums". Thanks for your videos Hector, I appreciate the help you provide the accounting community!
Can I use advanced reporting to make a report of purchase orders that includes several columns of data from purchase orders?
TFC Poultry you can do that with normal reports
Hector Garcia CPA there are a few columns that normal reports do not include though. We made a custom P.O. and those custom titles do not cross over to reports
TFC Poultry I would have to see it.. but virtually all the custom fields can be pulled via QB
@@HectorGarciaCPA Do you have a certain video that would cover this in more detail?
Hector, I have been watching some of your videos for Enterprise Advanced Reporting. I have a client that just needs to make a couple of small tweaks...change column title names on existing reports and generate reports for Payments that also retain the information from the invoice the Payment is applied to...like...invoice date, REP, etc. Do you know if this is possible in Advanced Reporting and how burdensome it would be to figure out? Thanks!
I dont support QBAR any more
@@HectorGarciaCPA Thanks, Hector. Do you know anyone who does?
Hector, that was a helpful video. Thank you. I have attempted to pull a report of Ship To addresses from QBAR, but been unable to without just pulling a the "Ship To" from each Invoice. It seems there ought to be a cleaner way to pull that data. When I attempt to do so using the Ship To table in QBAR, it only returns the first Ship To address when a customer has multiple Ship To addresses. Any tips for a guy relatively new to QBAR on this multiple Ship To address problem? Thank you. James
Tip #1 don’t use QBAR, is a pile of garbage.
Answer to your questions, you need the ship to field from the transactions table. Not the Customer table.
@@HectorGarciaCPA Good to know you no longer recommend QBAR, but why the change of heart?
grayhawk just too much time to learn.. too
Many errors..
@@HectorGarciaCPA What would you recommend in lieu of Advanced Reporting?