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Gsdlvr2022
Level 1

QB Setup

Hello all!  The company I work for is branching out and offering a service they had not previously offered. Currently the service they offer requires them to pay their customers for the product they remove. (I know kind of backwards). The customers are paid on a quarterly basis so I am hoping to be able to set up quarterly check reminders (using Desktop Pro 2019).

This gets me to my main question....the new service they offer will be to many of their existing customers as well as some new. This  service is more traditional in that the customer will be paying our company for the service. We are hoping to set up service reminders when they are coming up due for service just like we want to set up payment reminders for when we are due to send them a check. 

Is there any conflict with this in using just one company or should I set up the new venture as a separate company? Hope that made sense and thanks in advance!!  

1 Comment 1
Fiat Lux - ASIA
Level 15

QB Setup

You can utilize the memorized transaction feature

https:// quickbooks.intuit.com/learn-support/en-us/help-article/memorize-transactions/create-edit-delete-memorized-transactions/L9kERjiUf_US_en_US?uid=l3n3bkia

 

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