ProSeries Tax Idea Exchange

Is there a way to carryover client billing from previous year and have it flag if there is a past due amount when we open their file

It would be nice to catch anyone who did not pay last year before we move forward with this year.

Status:

Vote now if this is a good idea

Comments

Level 15

- edited

Yes, through Intuits QuickBooks program..... 😊

I think the only way is to set up a customized view in prior year software to see which clients don't have "Received Payment from Client" checked in Client Status worksheet

Level 15

"Yes, through Intuits QuickBooks program"

I think you meant Sage 😜

Level 15

laugh with hand.png

Level 1

I am asking for ProSeries software. QB does it just fine, but I don't see an option in ProSeries - it only carries over the amount billed, but doesn't show if it is paid.

Level 15

ProSeries is not an accounting program. You might be able to create a bill from the software, but the software isn't going track whether or not it is paid.

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