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  • Re: QBE 10 TM11 field mapping

    Hi Kathy: I was so happy to get your reply to my post I almost started to cry. Figuratively, that is! I create invoices in TM11, and then I send those invoices to QB Enterprise 10. It is in QB that I receive payments and print aging reports. And it is in QB that I cannot locate the MAT:MAT_REF data attached to any given invoice. My life would instantly
    Posted to Time Matters (Forum) by Roland A. Vierra on Sat, Oct 15 2011
  • Re: Is Billing Matters Approriate??

    I'm a one-man office - what I do is print an AR report and email it to her - she then uses that report to follow up on those wonderful folks that have somehow forgotten to pay. So she doesn't have time matter available to her. It would just be nice for her to have all pertinent data on a single report. I'm unclear when you say print AR report
    Posted to Billing Matters (Forum) by Roland A. Vierra on Mon, Oct 10 2011
  • Re: Is Billing Matters Approriate??

    Hi Caren - Thanks for your reply. I'm in agreement. I do my billing and invoicing through TM 11, then "send" the invoices to QB. My problem is I really need the data contained within the description field of the invoice to make the trip to QB and it doesn't. The result is when I send a receivables aging report to my assistant, she
    Posted to Billing Matters (Forum) by Roland A. Vierra on Mon, Oct 10 2011
  • Is Billing Matters Approriate??

    Hi All: All I want to do is keep track of invoices I've sent out and those that remain unpaid - simple AR function, maybe keep track of monthly deposits. No worries about retainers, trusts, I'm straight cash-basis. Is Billing Matters the most appropriate for me - I'm frustrated with QB because some data that I need on the invoice side (like
    Posted to Billing Matters (Forum) by Roland A. Vierra on Sat, Oct 8 2011
  • QBE 10 TM11 field mapping

    Hi All: Is there a way to field map invoice data being sent to QuickBooks (QB Enterprise, v. 10)? I need to get my Matter Reference info into a Quickbooks field and I'm not having any luck. Would be nice if I could get MAT:MAT_REF to QB PO field or QB Reference field Thanks Roland Roland A. Vierra Flooring Forensics San Jose, California
    Posted to Time Matters (Forum) by Roland A. Vierra on Fri, Oct 7 2011
  • Populating Fields in a Custom Form Style

    I have a custom form style. In the top section (area 1) of the form is a field named client (MAT:Client). There are 3 fields in section 2 that I wish to populate with data from the contact record of the client - The Company Name (CON:FIRM) of the person named in Client and the email address of the person named in Client (CON:CON1_03_01). Have tried
    Posted to Time Matters (Forum) by Roland A. Vierra on Sun, Feb 27 2011
  • Time matters/Quickbooks Field mapping redux

    Good morning, all: This is a continuation of my question from May. Caren was right, Quickbooks does not understand the concept of Job/Matter reference. But Quickbooks does understand the concept of P.O. Number. Is there a way to map the Matter Name (I call it JobRef) to the Quickbooks PO field when I transfer invoices to Quickbooks. I'm using TM
    Posted to Time Matters (Forum) by Roland A. Vierra on Wed, Jul 8 2009
  • Re: What Happened to Create Invoice?

    You are following me perfectly. Where there used to be "Create Invoice" under the process selection logo, that choice is no longer there - it's not grayed out, it's simply gone. I'm using TM 3B, XP machine, and I am linked to QB 2008 Premier, Accountant Edition. I've been through the settings in billing setup with no luck.
    Posted to Time Matters (Forum) by Roland A. Vierra on Sat, Jun 27 2009
  • Re: What Happened to Create Invoice?

    I currently have 3B
    Posted to Time Matters (Forum) by Roland A. Vierra on Thu, Jun 25 2009
  • What Happened to Create Invoice?

    Hi All: I'm using TM9, service release 3. I prepare invoices in TM, then transfer those invoices to QB. Since the service release update, The Create Invoice selection from the options icon (the little check mark right next to the send to excel icon on the billing tab. So now, I have a project that has numerous billing items that I want to put on
    Posted to Time Matters (Forum) by Roland A. Vierra on Wed, Jun 24 2009
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