Replace Advanced Field in the Collection Report

Aug 6th, 2022
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How to Replace Advanced Field in the Collection Report

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Todays video is about Find Replace in Excel. Now youre probably familiar with this feature from Office applications, so you will be wondering is it even worth doing a video on Find Replace? Isnt it super straightforward? I think youre gonna be surprised. (upbeat music) Lets use these demo files to do some examples. First question, how do we get to the Find dialog box? We can go to Home, Find Select and click Find from here or we use the shortcut key Control + F. Youre probably familiar with the Find functionality, not just from Excel but also from other Office applications so Im not gonna bore you with that. What I just wanna show you are some additional options that can come in really handy in Excel and theyre hidden under these tab options. So, if youre looking for something, lets say Im looking for leila, I can decide if I wanna look for it within the sheet or within the entire workbook. So, by setting this to Workbook, it goes through every single tab and it looks

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Ill show you where to find it: Go to the Gear icon at the upper right. Select Accounts and Settings. Click on the Advanced tab.
Step 1: Turn on Advanced Pricing Select Edit, then select Preferences. Select Sales Customers, then select Company Preferences. In Custom Pricing, select Enable Advanced Pricing. Tell QuickBooks how to handle price rounding. To not use rounding, select Dont round prices. Select OK.
Sign in to QuickBooks as the admin. Go to the Company menu and select Users then Set Up Users and Roles. Select a current role then Edit or New (whichever is appropriate). Under Roll Access, Area and Activities, select File then QuickBooks Advanced Reporting, and select OK.
What is QuickBooks Advanced Reporting? QuickBooks Advanced Reporting is a feature that lets you create customized reports. You can use your QuickBooks data to build your own report based on your specific needs. This lets you see how youre doing with your business.
Open the report you would like to edit. Select Customize at the top of the report. Select Rows/Columns, then choose Change columns.
Add custom fields as columns to a report Select the gear icon at the top right of the report. Under Change columns, check the box for each custom field you want to add. Select anywhere outside the settings panel to close it. QuickBooks adds the columns to the right side of the report.
QuickBooks Desktop for Windows Go to the Lists menu and select Item List. Double-click any item on the list to open and edit it. Select Custom Fields. Name your custom field in the Label column. In the Use column, select the checkbox to turn on the custom field. Select OK to save the custom field.
Select Settings ⚙ and then Account and settings. Select the Billing subscription tab. Make sure your payment info is up to date. In the QuickBooks Online section, select Upgrade your plan.

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