Quicken & Other Budget/Accounting Software/billing inquiry

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Question
Hello,
I am an employee for an irrigation company. Each year we close down sprinkler systems for the winter. We call the people who have not called us after a certain date. My question: I am wondering if there is a way, in quickbooks, to show a list of the people who have not had a certain line item billed to them by the date of the inquiry. For example: we have a line item "winterization", is there a way to search who has NOT been billed this line item as of a certain date?

Thank you

Answer
Hi Carl,

Sorry for the delay.

There is no filter or search capability in QB to produce the report you are looking for
The best option is to export 2 reports to excel from QB .


1. a  QuickReport from the items list on the item "winderization"
       remove all columns except customer names
  b. either a complete customer names list (reports menu > list > customer
     or
     create the QuickReport from the prior year
       remove all columns except customer names

You can then copy and paste the list of names from one sheet into the other


2. Next is to create an If or Vlookup formula which will return the results
  Into a 3rd column giving you all the customers that DO match

see how here:
 http://www.wikihow.com/Compare-Data-in-Excel


3. Finally , turn on filters in Excel and in that 3rd column filter for only
  BLANKS,  you now have  list of names that have not been invoiced for the service.

Linda Saltz
http://www.qbalance.com
We sell and support QuickBooks Enterprise  

Quicken & Other Budget/Accounting Software

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Linda Saltz, CPA, QBalance.com

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QuickBooks best practices, troubleshooting, accounting, tax We have over 70 pages of website content about QuickBooks tips, running a business, tax and business startup at http://www.qbalance.com

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