Tag: Invoicing

FAQ:Why Does QuickBooks Mark My Invoices as “Paid”?

| May 21, 2010 | 23 Comments

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.

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FAQ:How Can I Find Missing Invoice Numbers in QuickBooks?

| May 21, 2010 | 9 Comments

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.

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FAQ:How Do I Delete An Invoice in QuickBooks?

| May 21, 2010 | 30 Comments

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.

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FAQ:Can I Move QuickBooks Form Templates to Another Company File?

| May 21, 2010 | 0 Comments

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.

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FAQ:Why Won’t OTHER 1 or OTHER 2 Show In QuickBooks Reports?

| May 21, 2010 | 3 Comments

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 […]

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Improved List Selection When Creating Invoices in QuickBooks

| May 14, 2010 | 6 Comments

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 […]

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Custom Fields in QuickBooks Enterprise 10

| October 21, 2009 | 59 Comments

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 […]

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Custom Fields in QuickBooks

| July 10, 2008

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 […]

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