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dclbuildersqb-gm
January 17, 2024
Question

Sales customization

  • January 17, 2024
  • 1 reply
  • 0 views

My stone crusher plant is processing and selling gravel and sand. When I click a truck# and product type, will Quickbooks be able to supply invoice price?

Right now I am using Excel to record my sales. I input the truck compartment measurement in height, length and width resulting in cubic meters. Excel selects the unit price depending on the product type selected. The invoice price is computed by multiplying unit price with cubic meters. Will Quicbooks accept this kind of setup?

1 reply

J
JuliaMikkaelaQ
January 17, 2024

Thanks for bringing this up to the Community space, dclbuildersqb. Let me share some information about managing your products and invoices in QuickBooks Online (QBO).

 

QuickBooks automatically calculates the amount of the product you entered in the invoice. To perform the task, you'll have to add your product and enter the quantity on hand and its selling price so that the program will calculate the total amount when you add them to the sales forms. However, please note that the program doesn't support the Unit of Measure (U/M) feature, and you can only use QTY for your products. 

 

On the other hand, if you want to use the U/M feature to manage them in your account, I recommend using a third-party inventory management app to integrate with QBO. You can follow the steps below:

 

  1. Sign in to your QuickBooks Online account.
  2. Select the Apps tab on the left navigation menu.
  3. Search for the app you wish to connect to in the magnifying glass field or select Browse category ▼ to search for an app by category.

 

Moreover, you can customise the appearance and layout of your invoices and other sales forms. 

 

Also, once your customer pays the invoice, you can record the invoice payment in the program to match it with the invoice you created and mark it as paid. 

 

Let me know if you have other questions about managing your products and invoices in QuickBooks Online. I'm always here to answer your queries and concerns. Have a great day!

D
dclbuildersqb-gmAuthor
January 19, 2024

Can I create trucks as customers?

For example, when I select truck customer # ABC123, a default quantity in cubic meters will display in the sales input window? How can I do this?

In my Excel file, I copy and paste the line with columns ABC123 and corresponding cubic meter value of the truck's dump box. Then when I type G1 on the product column, Excel selects the corresponding price from a lookup table. And it arrives at the sale price on another column.

E
Erika_K
January 19, 2024

Let me share some information about customizing our sales transactions, morris.  

 

In QuickBooks Online (QBO), we can create trucking companies as customers. However, displaying a default quantity in cubic meters when selecting a truck customer in the sales input window isn't available.  

 

We may need to consider using third-party applications to achieve this functionality. You can check out some apps that work well with the program. 

 

Here's how: 

 

  1. Go to the Apps menu. 
  2. Choose the Find apps tab. 
  3. Select the application that suits your preferences. 
  4. Click Get app now. 


You can also visit this website for more info: https://quickbooks.intuit.com/app/apps/home/  

 

Furthermore, you can check out this article to learn how to personalize your sales forms: Customize invoices, estimates, and sales receipts in QuickBooks Online. 

 

Feel free to hit the Reply button if you have more questions about managing your invoices in QBO. Take care!

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