ReportAway!®

Each time record reported by ReportAway! to QuickBooks includes the start date. In some cases it is desirable to have this date included in the corresponding invoice line item. But, by default most QuickBooks invoice templates do not have this field enabled. The good news is that it can be easily enabled using the procedure below.

1.       Open an invoice and add items to it from an imported “iif” file from ReportAway! .

2.       You should have a window open in QB labeled “Create Invoices”.

3.       Right click the menu “Customize” and select the “Additional Customization” menu item.

4.       Select the “Columns” tab in the “Additional Customization” window.

5.       Check both the “Screen” and “Print” check boxes for the “Service Date” field. Change its Title and Order to suite your desired invoice layout.

6.       Save and Close.

 Please note that the procedure above corresponds to QuickBooks Pro 2008 on a Windows PC. Some of the details might be slightly different on a different version of QB or OS.