Ask the Expert - Scheduling Jobs - Accounting Software Secrets
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Ask the Expert – Scheduling Jobs

Ask the Expert – Scheduling Jobs

Ask the Expert – Scheduling Jobs

Q – I have been capturing the start date for each job as it is set up, but I cannot figure out how to generate a report based on that information for scheduling purposes.

A – The best way I have found to create this type of report is to start with the Customer Phone List and then customize the report to include the column for start date. To make the report more useful, you can also filter by start date (i.e. what jobs will be starting next week) and/or sort by start date (i.e. what jobs are coming up and how “busy” will we be).

List Limits Expanded

For most QuickBooks users, the list limit for the QuickBooks Pro and Premier products of 14,500 is sufficient.  For some, however, that is not the case.  We have been seeing increased list size for a variety of reasons.  One of the most common is the increased number of customers as the result of web site sales.  For version 6 and prior, the list limit was doubled for the Enterprise Solutions Product.  New with version 7, the Enterprise Solutions limit has been removed.


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Customers and Jobs