Invoice

QuickBooks Quik Tip – Fixing Your Default Email for Invoices

So you opened up your QuickBooks, went to the Customer module, highlighted a Customer, opened up an Invoice to email and you receive these error messages. What happened? It worked just the other day and you’re in a hurry to get this invoice to the Customer. A couple of things could have happened. First, you may have gone to your Menu Bar, clicked on File, choose Save as...

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Customizing Invoice Templates In QuickBooks

Create a New Template Manage Template Customizing Forms Change Field Order Customize Footer Print setup   This article now starts a series about Customizing forms in QuickBooks. Are you aware that each of the forms that you use in QuickBooks has its own layout? Do you know that you can...

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QuickBooks Quik Tip for the Day – Print Status Stamp

I was asked this question recently. How do I give a Customer a receipt for the invoice that they have paid? You may have noticed that after you have Received Payments and completed Record Deposits, that if you go to the Customers module, highlight a Customer name and double click on an invoice transaction that has been paid, you will notice a  PAID stamp next to the Invoice To box. So how...

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Creating Estimates for Customers or Jobs in QuickBooks

Estimates – What are They? How to Activate Creating an Estimate Estimates maybe products or a description of work that you propose to sell to a current or possible Customer. You can create multiple estimates for a Customer or Customer:Jobs, and if a Customer accepts the estimate, you can turn it into an invoice. Once you...

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Update on QuickBooks Customer Database Software

Well, I spoke to a SalesForce sales person and I have good news for those that have large Customer databases in QuickBooks, and need to manage it. First of all you’re going to be able to create a sales order, estimate or  invoice in SalesForce (SF). Once SF is integrated with QuickBooks when you open up SF, you will be in a QuickBooks window. NO more duplication of work, if you have...

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