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RyanBryson
February 9, 2024
Question

invoices

  • February 9, 2024
  • 1 reply
  • 0 views

My company is migrating from desktop to online, I have been the one setting everything up, I want to get it just right so that no one has any issues with the switch. Letting a couple people start to use it there is one big problem, and I don't think the solution that QuickBooks gave me is the correct one, please help I very much need a good resolution.

I own a heavy equipment rental service, and in quickbooks desktop we had templets made for certain customers where it would prefill line items with generic data such as who ordered the job, who approved it, the description of work, the duration, etc., i will attach pictures of what it looked liked in desktop. 

when i talked with support the guy walked me through how to do it, but i do not think this is working correctly. 

he had me make recurring invoices, and fill them out how i would like the templet to be, and change the custom forms and custom fields. It kind of worked but there is different information i need on the invoices for different customers, the majority being a generic invoice templet with some prefilled items, and the other with different prefilled items and custom fields. 

so once done, to make an invoice i was told i have to go to the settings wheel, click on "recurring invoices"  and click "use", then edit and send your invoice.

is this really the best way? 

1 reply

M
Maybelle_S
February 9, 2024

Hello there, RyanBryson.

 

I understand that you're used to certain features working a certain way in QuickBooks Desktop (QBDT), and it's important to note that QuickBooks Online (QBO) operates on a different platform, which may result in differences in how features function. If you're facing challenges with specific features, I'm here to help you navigate to achieve your desired outcome.

 

Yes. In QBO, you can create an unscheduled recurring template. Then, manually use it for different customers.

 

Here's how:

 

  1. Go to the Gear icon.
  2. Under Lists, select Recurring Transactions.
  3. Tap New.
  4. Select the type of transaction to create, and then click OK.
  5. Put a Template name.
  6. Choose Unscheduled in the Type drop-down arrow.
  7. Enter the other information needed.
  8. Hit Save template.

 

For more details, check this link: Create recurring transactions.

 

Moreover, you can get a list of all your recurring transactions and the accounts linked to them in QuickBooks.

 

Additionally, I've attached this article about personalizing sales forms in QuickBooks: Customize invoices, estimates, and sales receipts.

 

Let me know if you need more assistance handling invoices in QuickBooks. I'm always here to help. Take care.

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