All Entries in the "Invoicing" Category
Mixing Sales Tax Rates in a QuickBooks Invoice
The typical way to work with sales tax in QuickBooks is to have one sales tax item or sales tax group that applies to the entire invoice. In some cases, however, you may have a need to charge different rates to different items in the invoice. Here are some thoughts on how to accomplish this.
FAQ:QuickBooks Cannot E-Mail Voided Transactions
A reader blog asked “What can I do if QB does not allow me to save changes to the Voided invoice? When I select “Save & Close” it warns “This transaction is a voided transaction. You cannot e-mail voided transactions”. I am unable to save the voided transaction as it will not close and save the changes
FAQ:How Do You Remove the “T” Column from a QuickBooks Invoice?
If you are using sales tax in QuickBooks, the program will usually mark the “taxable” items with a “T” right after the amount for the line. Some people would prefer to not have this.
FAQ:Adding Overdue Stamps to QuickBooks Invoices
QuickBooks has several “stamps” that it will put on an invoice, such as “Paid”. Sometimes, though, you would like to add your own stamp. The simplest way is to create a customized form template.
FAQ:Why Does QuickBooks Mark My Invoices as “Paid”?
A common question – someone creates a new invoice and saves it, and the “Paid” stamp shows up even though a payment hasn’t been received.
FAQ:How Can I Find Missing Invoice Numbers in QuickBooks?
If you want to know if there are some invoice numbers missing in a sequence, OR if you aren’t sure what the next invoice number should be in your sequence (if you have gotten out of sequence for some reason), you can modify the missing checks report to help.
FAQ:Why Can’t I Enter A Value in the QuickBooks “Project” Field?
When editing an invoice (etc.) template in QuickBooks you will see a project field, but you cannot add it to the screen. A common question is “why not?” – as people would like to use that field.
FAQ:How Do I Delete An Invoice in QuickBooks?
When you are looking at the invoice you can press ctrl-D to delete the invoice. Or right click on it and select delete invoice. Or select delete invoice from the Edit menu.
FAQ:Can I Move QuickBooks Form Templates to Another Company File?
You can transfer form templates between company files. In the source company file, select Lists and then templates. Select the form you want to move and right click on it (or click the “templates” button at the bottom of the list) and select Export. This will let you save the template as a “DES” file.
FAQ:If The Sales Price Changes, Will Price Level List Prices Change in QuickBooks?
If you use a fixed % price level list the custom price is always related to the standard sales price. So if the standard sales price changes, the custom price will change when you add a new item to an order.
