How to view a customer’s emails in Excel

Customers, Knowledge Base
The View in Excel feature automatically creates an Excel view of frequently-requested customer data, which eliminates the need to transcribe the information manually. From Excel, you can easily print, email, and share this information with the customer or other...

How to view a customer’s projects in Excel

Customers, Knowledge Base
The View in Excel feature automatically creates an Excel view of frequently-requested customer data, which elimnates the need to transcribe the information manually. From Excel, you can easily print, email, and share this information with the customer or other...

How to create a Sales Tax Details report

Knowledge Base, Reports
The Sales Tax Details report provides state, county and city tax details by invoice line item and includes a tax summary with taxable and non-taxable sales totals. The report opens as an Excel worksheet and can be created for a period of up to 31 days. On the top...