Cov txheej txheem:
Video: Kuv yuav ua li cas thiaj tsim tau daim ntawv tshaj tawm kev muag khoom los ntawm lub xeev tsab ntawv ceeb toom hauv QuickBooks?
2024 Tus sau: Stanley Ellington | [email protected]. Kawg hloov kho: 2023-12-16 00:17
Koj puas tuaj yeem khiav daim ntawv tshaj tawm kev muag khoom los ntawm lub xeev?
- Khiav ib Muag los ntawm Customer Summary.
- Export cov npe ntawm txhua tus neeg siv khoom.
- Ua ke ob qho no qhia nyob rau tib daim ntawv.
- Khiav VLOOKUP muaj nuj nqi uas pib nrog "tus neeg siv lub npe" los ntawm 1. thiab pom nws ntawm 2.
- Thaum koj muaj Xeev kem ntawm 1., ces koj tuaj yeem txheeb, lim, pivot, los ntawm Xeev .
Ua raws li qhov no hauv kev txiav txim siab, Kuv yuav ua li cas thiaj li khiav daim ntawv tshaj tawm muag los ntawm lub xeev daim ntawv tshaj tawm hauv QuickBooks?
Muag los ntawm xeev
- Mus rau Cov Ntawv Qhia Ntawv Qhia.
- Xaiv Kev Muag Khoom thiab tom qab ntawd Muag los ntawm Cov Neeg Siv Khoom Qhia.
- Xaiv Customize Report.
- Ntawm Cov Zaub tab, los ntawm cov npe kab, xaiv Lub Npe Lub Xeev / Xeev.
- Xaiv tag nrho los ntawm dropdown thiab ces xaiv Total Only.
- Xaiv qhov Xaiv los ntawm kev xa rov qab thiab tom qab ntawd Lub Xeev / Xeev.
- Xaiv OK.
Qhov thib ob, koj yuav ua li cas khiav kev muag khoom los ntawm lub xeev tsab ntawv ceeb toom hauv QuickBooks online? Muag los ntawm xeev
- Los ntawm cov ntawv qhia zaub mov, xaiv Kev Muag Khoom, tom qab ntawd Muag los ntawm Cov Neeg Siv Khoom Muag.
- Xaiv Customize Report.
- Ntawm Cov Zaub tab: Los ntawm cov npe kab, xaiv Lub Npe Lub Xeev / Xeev. Xaiv tag nrho los ntawm kev poob qis, tom qab ntawd xaiv Total Only. Xaiv qhov Xaiv los ntawm kev poob qis, tom qab ntawd xaiv Lub Xeev / Xeev.
- Xaiv OK.
Tsuas yog li ntawd, kuv yuav ua li cas thiaj tsim tau daim ntawv tshaj tawm muag hauv QuickBooks?
- Ntawm sab laug vaj huam sib luag, nyem Qhia.
- Ntaus Kev Muag Khoom los ntawm Cov Neeg Siv Khoom Muag hauv lub thawv tshawb nrhiav.
- Xaiv lub sij hawm Qhia, thiab nias lub pob Customize.
Kuv yuav ntxiv tag nrho rau ib daim ntawv qhia hauv QuickBooks li cas?
Khiav ib daim ntawv qhia nrog tus neeg muab khoom tag nrho
- Xaiv Cov Ntawv Qhia los ntawm cov ntawv qhia zaub mov sab laug.
- Sau lub npe tshaj tawm raws li Daim Ntawv Teev Npe Ua Haujlwm los ntawm Hnub.
- Xaiv Daim Ntawv Teev Npe los ntawm Hnub.
- Xaiv Lub Sijhawm Tshaj Tawm rau lub xyoo.
- Rau Pab Pawg Los ntawm, xaiv Cov Khoom Muag.
- Xaiv Customise.
- Lim los ntawm hom kev lag luam hauv qab no:
Pom zoo:
Cov neeg tshawb xyuas muaj sijhawm ntev npaum li cas tom qab hnub tshaj tawm tsab ntawv tshaj tawm los ua kom tiav cov ntaub ntawv tshawb xyuas los ntawm kev sib sau ua ke cov ntaub ntawv tshawb xyuas zaum kawg?
Cov ntaub ntawv txheeb xyuas ua tiav thiab zaum kawg yuav tsum tau muab sib dhos rau khaws cia raws li hnub tsis pub dhau 45 hnub tom qab hnub tshaj tawm daim ntawv tshaj tawm (hnub ua tiav cov ntaub ntawv)
Yuav ua li cas thaum kuv tau txais tsab ntawv ceeb toom tawm?
Muaj ntau zaus, tau tshaj tawm tsab ntawv ceeb toom tawm vim tsis them nqi tsev. Tom qab koj tau txais tsab ntawv ceeb toom tshem tawm, tus tswv tsev yuav tsum mus rau hauv tsev hais plaub kom ua nws txoj cai. Thaum qhov teeb meem mus rau hauv tsev hais plaub, tus tswv tsev tseem yuav tsum yeej rooj plaub thiab tau txais daim ntawv txiav txim plaub ntug kom raug tshem tawm koj
Daim ntawv ceeb toom them nyiaj puas tuaj yeem yog daim ntawv ceeb toom them tsawg dua?
Raws li peb tau hais los saum no, luv luv cov lus teb tsis yog. Raws li Txoj Cai Kev Tsim Kho 1996 (raws li tau teev tseg), ntu 111(1) tau tso cai rau tus neeg them nyiaj sib sau ua ke daim ntawv ceeb toom them nyiaj thiab daim ntawv ceeb toom txiav rau hauv ib daim ntawv ceeb toom (tsuas yog nws teev tag nrho cov ntsiab lus tsim nyog rau ob daim ntawv ceeb toom)
Dab tsi yog daim ntawv ceeb toom ntawm kev muag khoom muag khoom muag?
Cov ntawv ceeb toom muaj cai 'Daim Ntawv Ceeb Toom ntawm Trustee's Muag' lossis 'Daim Ntawv Ceeb Toom Txog Tus Trustee's Muag'. Lawv muab cov ntaub ntawv hais txog cov nuj nqis, cov lus piav qhia kev cai lij choj ntawm cov cuab yeej, thiab xaiv lub sijhawm peb teev thaum lub sijhawm muag yuav raug tuav
Dab tsi yog daim ntawv ceeb toom ntawm kev txiav tawm ntawm kev muag khoom?
Daim ntawv ceeb toom ntawm Trustee's Muag qhia rau cov tswv tsev thiab cov tsev qiv nyiaj qiv ntawm cov ntaub ntawv hais tias lawv lub tsev yuav raug muag ntawm tus neeg saib xyuas qhov muag ntawm hnub tshwj xeeb thiab ntawm qhov chaw tshwj xeeb. Qhov muag tiag tiag feem ntau ua tiav qhov tsis yog kev txiav txim plaub ntug hauv cov xeev uas tso cai rau hom kev kaw ciam teb no