Ask The Expert - Statements in Version 2003 - Accounting Software Secrets
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Ask The Expert – Statements in Version 2003

Ask The Expert – Statements in Version 2003

Ask the Expert – Statements in Version 2003

Q – The new version 2003 QuickBooks puts a due date in the description of the statement which on mine is the same date as the invoice, which can”t be. Do you know how to change this new feature? I know it can”t be removed. Thanks.

A – The due date can be changed as the invoice is created. If your invoice does not show that field, choose Lists > Templates and modify the template so it shows on the screen (if does not need to be printed) so you can change it as necessary. By modifying the due date as the invoice is created, the statement will accurately reflect that date, as well as providing correct aging reports. If the issue is that you do not want the due date to show at all, with version 2003, this change is “hard coded” into the software so, as you mentioned, it is not possible to change it.

I have, however, done some research and located a tool that is available for only $29. With version 2003, you will need to import the memorized report included with the tool to create the necessary information (following the instructions for modifying the journal report works in earlier versions, but not 2003). You export the appropriate list information, send the memorized report to Excel, and use the tool. The statements can exclude the due date with the additional benefit that the format can be customized (so they don”t have to look like QuickBooks statements). Click here for a free download or to find out more about Excel Statements for QuickBooks.

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