Skip to main content

SUMMER SAVINGS 90% OFF QuickBooks for 3 months* Ends 8/27

Buy now
Switch to QuickBooks and 70% off for 3 Months
December 2, 2018
Question

I have one entity but mulitple DBAs. How can I send invoices for the different DBAs. When I make a DBA change on customized invoice it changes all the templates.

  • December 2, 2018
  • 19 replies
  • 126 views
No text available

19 replies

Level 4
December 2, 2018

If you have QBO Plus, you can set up each DBA as a Location, and set up each Location with the DBA's name, address, tel, which will print on the invoice, after you select the Location on the invoice

January 6, 2019

I have Quickbooks Desktop Premier 2019.  Is this possible with Desktop Premier?

Kristine Mae
Moderator
January 7, 2019

It's possible with the Desktop version, mvrock66.

 

You can set up each DBA as a class. And, the same as what @Malcolm Ziman suggested, set up each class with the DBA's name. When you choose the class, it will show on the invoice.

 

First, let's turn on the feature. Here's how:

  1. Click the Edit menu, then choose Preferences.
  2. Click Accounting, then go to the Company Preferences tab.
  3. Under CLASS, put a check mark in the Use class tracking for transactions box.
  4. Click OK.

Then, set up the DBA as a class. Here's how:

  1. Click the Lists menu, then go to Class List.
  2. Click Class, then choose New.
  3. Enter the DBA name, then click OK.

Lastly, when you create an invoice, just click the CLASS drop-down arrow, then choose any DBA. You can check the screenshot below.

 

 

If you have other questions, just drop any comment. Have a great day! 

Biz_Books_Cloud_LLC
January 12, 2022

For those who find this thread, there is now a definitive and positive answer. First, your QBO subscription must be QBO Plus or Advanced. Second, you must turn on location tracking in the advanced section of company settings. Finally, you must create a location for each DBA (I changed the reference name for locations to divisions). When you create a location, you are given the option of setting a number of options for that location including company name, address, phone number, website, etc. Once you do this and set the location when you create an invoice, then the information for that location will show in those corresponding fields in the invoice template. Combine this with different templates for the different DBAs and you can have different logos, formats, and designs for the invoices. You just need to select both the correct location and template for each invoice. It only took about 10 years, but this issue is finally resolved.

October 29, 2022

Looks like using locations they have all options for different address etc.

However, they didn't give the option for website?

All invoices still default to original website.  Would like to be able to have a different address for each location or division.