Exporting Open transactions from QuickBooks

For the purpose of migrating the open transactions in QuickBooks, follow the steps: Export the A/R Ageing Detail and A/P Ageing Detail report to identify the transactions to be exported as open transactions. We can customize the reporting by adding the additional columns We can refer the Journal report for identify the accounts to be… Continue reading Exporting Open transactions from QuickBooks

Common Instructions for Generating a Transaction Saved Search for Open Item Lines

This article will guide you through the common instructions to consider when generating a Transaction saved search specifically for open item lines in NetSuite. Transaction Type: To focus the search on open item lines, it’s crucial to filter by transaction type. Include only the relevant transaction types such as sales orders, purchase orders, or invoices.… Continue reading Common Instructions for Generating a Transaction Saved Search for Open Item Lines