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D
dwilson3222
April 20, 2024
Question

How does one get the New Invoice Layout to auto fill with alternate Location data?

  • April 20, 2024
  • 1 reply
  • 0 views
How do you choose different Locations when creating an Invoice in the New Layout?

1 reply

J
jeanbiverly_
April 20, 2024

Hey there, @dwilson3222. To use a different location when creating an invoice, you can turn on location tracking and add a custom location.

 

It's important to note that this feature is only available for QuickBooks Online (QBO) Plus and Advanced.

 

You can follow these steps:

 

  1. Go to the Gear icon and select Account and Settings.
  2. Open the Advanced tab, select Categories, and click the edit or pencil icon.
  3. Turn on the Track locations button.
  4. Select Save, then Done.
  5. Go back to the Gear icon and choose All lists.
  6. Select Locations, then click on the New button at the top.
  7. Input the location details and customize the options on the screen, if needed.
  8. Click Save.

 

Next, you can edit or view contact information by location. To continue the process, you can visit this article for the steps: Customize sales forms by location in QuickBooks Online.

 

Then, you can set up different invoice templates for each of your work locations. This can be an alternative option if you aren't a Plus or Advanced user. You can refer to this article for the steps: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

Finally, when you create an invoice, you can click on the Manage button, open the Design dropdown menu, and choose a specific template.

 

In case you need guidance on receiving and recording payments for invoices, you can check out this article: Record invoice payments in QuickBooks Online.

 

If you have any follow-up concerns regarding choosing different locations when creating an invoice, feel free to return to this thread. I'm only a reply away. Have a great day!

D
dwilson3222Author
April 21, 2024

Thanks for attempting to help... but, I am still stuck... 

I already have Locations turned on, and two Location profiles created - which I can easily toggle between when creating invoices in the old format using the Location dropdown box that appears automatically. In the New Format the Location dropbox does appear, and does contain my Location profiles, but choosing one or the other does NOT repopulate the Invoice data to match the profile of the Location chosen. Further, proceeding to the Manage/ Design window does not list my previously created Location Profiles. HELP PLEASE.

K
KayePe
April 21, 2024

We appreciate you for coming back here in the thread, Dwilson. Let me help you further with the location data in your invoice using QuickBooks Online (QBO). 

 

Select either the Standard or other templates in the Invoice Design to modify the location successfully. First, confirm that you are currently using the Modern template. If you are, switch to the Standard or any other available template. Here's a guide on how:

 

  1. From the Invoice, click Manage.
  2. Choose Design.
  3. Select the Standard or other templates.

 

Moreover, for guidance on splitting an estimate into multiple invoices, check out this article: Set up and send progress invoices in QuickBooks Online.

 

You're always welcome to post here in the Community space. Count us in if you need additional help with the location data in the invoice. I'm always ready to assist. Take care and have a great day!

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