All Entries Tagged With: "Invoicing"
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: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: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:Why Won’t OTHER 1 or OTHER 2 Show In QuickBooks Reports?
When you customize an invoice template you can add a variety of columns to the detail section. Two columns that are available are the “other 1″ and “other 2″ columns. You can add these easily, and then enter data in them when you create an invoice. However, if you do, you cannot see the data in reports that otherwise can show data from the invoice (such as the Sales by Customer Detail).
Improved List Selection When Creating Invoices in QuickBooks
When you are creating an invoice in QuickBooks (or any order type, such as a purchase order, estimate, etc.) you will be selecting information from a dropdown list. This could be something like the customer list or item list. A common complaint is that this dropdown list has very limited information. Did you know that there was a hidden feature that makes this easier to use?
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.
