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What function can you use to create a bill similar to one that has already been recorded?

I dont know the answer for this one, its one of these 4

 

- Duplicate

- Use the F9 shortcut

- Save and new

- Copy

 

 

1 REPLY 1
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QuickBooks Team

What function can you use to create a bill similar to one that has already been recorded?

Hi there, @SMA2.

 

You can make a similar bill transaction in QuickBooks Online (QBO)once you have created a bill.

 

You can go to the Expenses menu and in the Expenses tab, choose the bill that you want to create the same transaction by clicking the drop-down▼ button on the Action column and then select Copy.

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Once copied, it can be used to the same vendor and then click Save and close to record the bill.

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On the other hand, if you're using QuickBooks Desktop (QBDT) in creating a similar bill, you can open the bill transaction and then select the Create a Copy button.
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Then click OK to confirm creating a duplicate transaction. Lastly, click Save and close to record the bill.

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QBO and QBDT have different ways to duplicate a transaction. Got some quick tips:

  • QBO - go to Sales/Expenses tab. Click the drop-down▼ and then select Copy.
  • QBDT- go to Customers/Vendors menu and then select Customer Center/Vendor Center. Then double-click the transaction and then click Create a Copy.

You can then run any financial report in QBO and QBDT. You can reference these articles anytime and able to see other links such as customizing and memorizing reports:

Keep me posted if you have anything else to add. I'm always here to help. Have a happy Sunday!