All Entries in the "Invoicing" Category
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
Finding QuickBooks Invoice Number Errors
QuickBooks is a very flexible system – that is one of the reasons it is so popular. However, sometimes a business needs tighter control over some features. Many businesses need to control invoice numbers for a variety of reasons; to prevent fraud, to control document flow, for auditability and more. Today I’ll give you a tip that can help find errors in invoice numbers. (updated 4/29/2009)
Custom Fields in QuickBooks
Every business has some sort of unique information that is important to its operation. While QuickBooks provides the places to store the basic information that every business needs, you will usually find that you need to store additional data such as a customer’s vehicle registration number, or the weight of an inventory item. QuickBooks provides us with custom fields, a way that you can define your own places to store information. Today we’ll talk a bit about custom fields and how to use them in estimates, sales orders and invoices.
Voiding Invoices
Everyone has to void an invoice upon occasion, and QuickBooks makes it fairly simple. The annoying part is that big “PAID” stamp that QuickBooks pastes across the invoice when you void it. Today I’ll pass on a few tips on how to make this look a bit cleaner.
Review: PayPal Payment Request Wizard
Many businesses (particularly those that sell items on the Internet) use PayPal to process payments. If you are using PayPal but aren’t using an integrated web store application, PayPal offers a Payment Request Wizard that integrates with QuickBooks to let you send invoices to your customers with a PayPal payment button. Today I’ll take a look at this program.
