When you use the Send button in QuickBooks 2012 to email a copy of an invoice (or, the Email button in QuickBooks 2013) the content of that email message is set in your Send Forms preferences. Here’s a tip on how to insert the invoice number in the subject line of that invoice. Here’s a […]
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.
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
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.
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.
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.
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.