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dave203
Jan 13, 2022 9:58 AM UTC
Solved

How do I set up a Terms entry in QBO that makes the Due Date the last day of the month following the Bill or Invoice's date?

Using 30 days for each field under "Due by certain day of the month", I am currently capturing bills for January that are showing the due date as 2nd March instead of 28th February.
Giovann_GAnswer
Jan 13, 2022 11:18 AM UTC

Welcome to the Community, dave203.

 

Setting the due date to the end of the month isn't possible when using the 30 days term. I'll share a method so it shows the last day of the month.

 

Here's how:

 

  1. Go to the Gear icon, select All lists.
  2. Click Terms, then New.
  3. Enter your desired name, In the Due by certain days of the month enter 31.
  4. In the next box Due the next month if issued within input 31.
  5. Once done, hit Save.

 

I've also included the following articles below to help you manage your sales form:

 

 

Let me know if you need further assistance about managing terms in QuickBooks Online. We're always available anytime.

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4 replies

Giovann_GAnswer
Jan 13, 2022 11:18 AM UTC

Welcome to the Community, dave203.

 

Setting the due date to the end of the month isn't possible when using the 30 days term. I'll share a method so it shows the last day of the month.

 

Here's how:

 

  1. Go to the Gear icon, select All lists.
  2. Click Terms, then New.
  3. Enter your desired name, In the Due by certain days of the month enter 31.
  4. In the next box Due the next month if issued within input 31.
  5. Once done, hit Save.

 

I've also included the following articles below to help you manage your sales form:

 

 

Let me know if you need further assistance about managing terms in QuickBooks Online. We're always available anytime.

dave203Author
Jan 13, 2022 2:11 PM UTC

Tested and your solution works perfectly. The "trick" is to use 31 days to represent a month and not 30 days.

Thank you.

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