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A
Arzini
November 18, 2019
Question

I want to create a recurring advance billing for association dues but the date is my problem

  • November 18, 2019
  • 1 reply
  • 0 views

Every 20th of every month, we bill our tenants for association dues for the next month. For example, If it's October 20 today, we bill our tenants today for association dues for the month of November. Of course, the bills are dated today. The problem is, when I memorized the bill, set it to monthly and set the next date into November 20 (to create billing for the month of December), QB treats this as AR for November, not December which we intend to do. I cannot just change the date of the bill because the printout will show advance date. I want to memorize the bills in a way that, they are set to be created on the 20th of every month but dated in a way I want to. Creation date should be different from the billing/invoice date.

 

Thank you.

1 reply

AlcaeusF
AlcaeusF
November 18, 2019

Thanks for elaborating, Arzini.

 

The system follows a concept called Source and Targets to build transactions and reports in QuickBooks Desktop. The time it'll post into the AR account will be based on the created date of the bill, and changing the posting is not yet available.

 

Feedback from you inspires our developers to design QuickBooks to your needs. To stay updated on new features and options, I recommend following these steps:

 

  1. Click the Help tab at the top menu bar.
  2. Select New Features.
  3. Choose What's New.

You can bookmark the article below to stay updated to any updates about memorising transactions:

 

Create, edit, or delete memorised transactions.

 

I'm a post away if you need anything moving forward.

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