Is it possible to have a note or line item auto-populate based on the customer State on an invoice? So say i had an order for North Carolina, it would auto insert a line saying "send form 14c", Virginia - "send form 213". It can be a line item or even just a pop up message / notification on the screen. I only have a handful of states that this would apply to, i'm just looking to remove the possibility of employee error. QB Desktop Enterprise. thanks!
Good day, brian--.
Thanks for joining the Community. I'm here to provide a few details about your invoice concern.
The option to have something auto-populate on the invoice based on the customer's state is unavailable in QuickBooks Desktop. At this time, we only have a reminder to set by memorizing an invoice. You can use the Reminders List to track tasks and important alerts.
Let me show you how:
I've attached some screenshots below, so you'll know what I'm referring to.
As a reference, please check out this article that will help out: Create, edit, or delete memorized transactions.
Please know that we're working to continuously improve our product's features to meet your needs. For any updates and feature enhancements, I encourage checking out our website through this link: Firm of the Future.
That should do it. You can always visit us here if you have any other concerns. I'm always glad to help. Take care.