Tag: Invoicing

QuickBooks 2018 R9 Released

| November 24, 2018 | 0 Comments

Intuit has released QuickBooks 2018 R9, a maintenance release. This update should be available via automatic updates. You can also go to the QuickBooks Update site to download the patch. The changes are: E-Invoicing: The E-invoicing workflow shows  reminder to send your e-invoices after every 7th invoice that has been created. I haven’t seen this […]

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Introducing QuickBooks 2019 Desktop

| September 4, 2018 | 4 Comments

Intuit has announced QuickBooks 2019 for the desktop, here’s my quick rundown of what is new, and changed, for this year. QuickBooks 2019 Customer Invoice History Tracker When you display an invoice on screen you will see a See History link, which opens a window that provides you with additional information about the invoice.  You will be able […]

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How To Print Modified QuickBooks Invoices Without Saving Changes

| July 7, 2011

This is one of those situations where a software company can’t win. People complain about the way it works, so you change the program to fix the problem. Then, other people complain about the fix, and wish it worked the old way. Fortunately, Intuit made this an option so you can have it either way. […]

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QuickBooks 2011 – Batch Invoicing

| September 22, 2010 | 58 Comments

One of the very useful features added in QuickBooks 2011 is Batch Invoicing, which allows you to create an invoice that you can send out to multiple customers in a few easy steps. Let’s take a look at this new feature.

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QuickBooks 2011: Collection Center

| September 17, 2010 | 9 Comments

Managing your Accounts Receivable is one of your most important business functions. QuickBooks 2011 has added several improvements that will make this task easier for you, including the addition of the Collections Center. Let’s take a look at what they have added.

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QuickBooks 2011: History on Transactions

| September 16, 2010 | 12 Comments

When you are working with a customer invoice, or a vendor purchase order, it is very helpful to have summary information readily available. You want to see information about the open balance, outstanding orders, a history of recent transactions. In QuickBooks you have been able to look in the Customer Center to do that, but […]

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QuickBooks 2011 and Web Mail

| September 9, 2010 | 84 Comments

For the past few years we have had two options when emailing an invoice or report from QuickBooks – to use the Intuit email server, or Microsoft Outlook. If you wanted to use your Gmail or Yahoo account, you were out of luck. With QuickBooks 2011 Intuit has finally heard the complaints, now you can […]

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Mixing Sales Tax Rates in a QuickBooks Invoice

| August 25, 2010 | 8 Comments

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.

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FAQ:QuickBooks Cannot E-Mail Voided Transactions

| May 21, 2010 | 5 Comments

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

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FAQ:Adding Overdue Stamps to QuickBooks Invoices

| May 21, 2010 | 5 Comments

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.

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