#Merging snag
4 messages in this thread
Hello again Allen.
>> I suggest you do two things: 1.) Set up a cash account as a Current
>> Asset to enter cash transactions. 2.) Set up a Project called
>> "Personal" to identify the checks that you write to cover personal
>> expenses.
Well, I actually set up three projects: Personal, Business, and Shared
(for home expenses that may be at least partially deductible.) I
found out that if I filter for "business" projects when running a P/L
report, I'll now need to make sure that all of my invoices have a
"business" project also. That's no problem. However, I'd like to
"hide" the Project box on my printed invoices. Is there any way to do
this? I'm using QB DOS V2. Thanks again Allen. You've been a great
help so far!
Jack,
The No earthly power is going to keep the project box from appearing
on the printed invoice, so we have to take another approach. It is probably
safe to assume that EVERY invoice you do is associated with the "Business"
project. Yes?
If that is the case, then DO NOT USE A PROJECT at all on your
invoices. When you want to filter a report for "Business" items, go
to the center of the filter screen, change "Select Projects To
Include" to "Y". When you press <F-10> you will see a list of
projects. At the top of the list is an item called "Unspecified".
Include the "Unspecified" and the "Business" projects, using the
space bar. Be sure that NONE of the others are included.
If you do not use a project on your invoices, they (along with any
other items that you have not used a project on) will appear in the
report because the invoices will fall into a group of transactions
that have an "Unspecified" project.
The project field on your invoices will, of course, be blank when you
print them out.
Does that help?
Allen
Hello again Allen,
>> It is probably safe to assume that EVERY invoice you do is associated
>> with the "Business" project. Yes?
You're right on the money, as it were.
>>.. invoices will fall into a group of transactions that have an
>> "Unspecified" project.
OIC. Provided I pay attention, my invoices will be the ONLY
transactions without a project. All expenses will have some sort of
project designation. You've made the solution quite clear. Thanks
again Allen!
<>Jack [07-Nov-94 at 2:37p Pacific]
I live to serve, Jack.
Let me know if I can help further.
Allen