Further to my previous discussion, please can you advise if my understanding is correct as follows:
1) If we use the invoice templates that accompany our subscription then fields that contain no data (eg. discount or deposits) are not visible when printing, however if we develop our own custom templates then these field are visible even if there are no associated amounts.
2) If we are to use the invoice templates that accompany QuickBooks can we insert different addresses depending on which invoice we use.
Thank you for all your help.
Good to see you again, Koala.
Yes, fields that doesn't have any data will not be printed if you're using the templates in QBO. On the other hand, fields without data on them will be visible if you're using the template that you've customized and imported.
Also, you can only use one company address across all invoice templates if you will be using the one provided by QBO. You might want to use the import option so you can add multiple addresses.
I'll be around if you need anything else.
Thank you for the speedy response and confirming whar I thought mat be the case.
I will revert back to using the QB templates as I do not want fields without data to be visible.
And now I have a problem :-( sounds like I am going to develop some of our forms outside the system in order to show another address. Can that be achieved and once imported only show fields containing data? (or have a 0 vs blank)
2), how do the QB templates reflect our different ccurrencies.
3.. We are yet to go live with QB. This will occur after migration from Odessey. Can I customise the pre delivered templates and thereafter import to the live system
4) Is the anything else that I can do prior to migration.
Thank you. .Stepping learning curve and appreciate your help
Greetings to you Koala,
If you prefer to avoid empty fields from showing on the form, you can create a custom invoice inside QuickBooks. You can create one style for each address, then make sure to use the right template when recording an invoice.
Here’s how to create a template inside QuickBooks:
Here’s how to make sure you’re using the right template for the invoice:
On the other hand, QuickBooks or imported templates will auto-adjust to your customer’s currency.
Also, you can only transfer reports, chart of accounts and list when migrating to another QuickBooks Online account. You’ll need to download and save your imported templates to your computer and import them again in your live QBO. However, for the templates created inside QuickBooks, you’ll need to recreate them again.
Take a look at this article for more information about migration: https://quickbooks.intuit.com/learn-support/en-us/help-articles/move-your-lists-to-quickbooks-online...
Feel free to let us know if anything else comes up.
Thanks once again for everyone support.
You mentioned that I can "create one style for each address, then make sure to use the right template when recording an invoice" which I understood as being that we can enter different addresses for all of our invoices. eg one of our invoices can say Company A Sydney and then another Company B London (for our multicurrency invoices)
However when I try and do it the same address is shown on both sales invoices.
and how can we represent this on those invoices that cannot be customised eg. Purchases.
Please can you explain where I am going wrong.
Thank you once again for the support and help
Also = is there a way we can remove the bold from item name please
Thanks for clarifying everything to me, Koala.
The workaround I’ve provided above will require you to use a custom field for your other addresses. Aside from this, you can also create a location for each of the address. This way, you only need to use one template then just apply your desired location when creating invoice.
Here’s how to turn on the location feature in QuickBooks:
Once done, create a location for your desired address. Here’s how:
Lastly, here’s how to apply the location on your invoice:
Please note that each address should have a different location.
You’re always welcome to visit us anytime you need help. Happy weekend!