Category: Invoicing
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.
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
