All Entries in the "Invoicing" Category
Credit Holds in QuickBooks
It is an unfortunate part of doing business, but sometimes you find that you have to put a customer on credit hold. In QuickBooks it can be difficult to prevent your order entry staff from creating an invoice for a customer who you have placed on hold. Today I’ll talk a bit about ways to manage this.
Custom Fields in QuickBooks Enterprise 10
I discussed custom fields in QuickBooks in an article last year, and it is one of the most popular articles in my blog. Many users depend on custom fields to add features to invoices, sales orders and estimates (and more). The two most common complaints about custom fields have been there need to be more and I need to define the “type” of the field. If you are a user of QuickBooks Enterprise – good news! Intuit has listened.
Review: Intuit PaymentNetwork
Intuit recently announced the Intuit PaymentNetwork, a low cost method of sending and receiving payments. As someone who collects and makes payments via online services every day, I was intrigued by the extremely low fees for this service. I’ve been playing with it lately, so here are some thoughts.
Using Subtotals in QuickBooks Orders
The subtotal item in QuickBooks can be useful if you want to provide a summary of the price of items you are selling in an order form. Unfortunately, if you try to get tricky with multiple levels of subtotals you may find that this feature doesn’t work the way you might expect. Today we’ll talk a bit about subtotals and how you can get around some limitations.
Changing QuickBooks Sales Tax Rates Mid-Year
You have your sales tax items and rates all set up, you have the sales tax rate selected for each customer, you can generate your reports, you are all set! HOWEVER – what do you do if a sales tax rate changes in the middle of the year? Today I’ll talk about some ways to handle this situation. I am going to assume you understand how to set up sales tax in QuickBooks (see my article on how to set up sales tax in QuickBooks).
Copying QuickBooks Form Templates
A very common question I see in the Intuit Community forums is “I’ve created a custom template for my invoices, can I copy that over to my sales orders and other forms?” Today’s quick tip describes how you can easily accomplish this.
How QuickBooks Shows Sales Tax on Invoices
In my prior article on sales tax in QuickBooks I showed you how to set up QuickBooks to properly manage sales tax. Now lets see how QuickBooks displays the sales tax in an invoice. When you add sales tax to an invoice we need it to show somewhere on the printed form so that the customer can see all charges that go into the total.
Setting Up Sales Tax in QuickBooks
I see a lot of questions about sales tax in the Intuit Community forums, so I’ll give a quick overview of how to set it up in QuickBooks.
Some Concepts
If you are going to charge sales tax on an invoice, several things must be set up:
- The sales tax preference must be enabled.
- You need one or more sales tax items and possibly some sales tax groups in your Item List.
- When you create an invoice, you must have a taxable customer tax code selected, a sales tax item or sales tax group selected for the tax, and any taxable charges must be set as being taxable on the detail line.
Multiple Invoice Number Sequence in QuickBooks
QuickBooks will automatically generate the next sequential invoice number when you are creating invoices. In some cases, though, you may want to have more than one sequence of numbers. Perhaps you have two divisions of your company, each with its own invoice numbering. Or you want to track classes of sales – with one sequence for retail sales and another for wholesale sales. This is easy to set up in QuickBooks.
Creating QuickBooks Invoices with Adobe Acrobat Pro
One of the intriguing “new features” that Intuit lists for QuickBooks 2009 is the ability to work with “Adobe Acrobat Forms”. This is a way to use Adobe Acrobat Pro 9
