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Dear All
I would need the following help/advice and guidance before I purchase this system which looks very nice.
A: How to make sure all invoice will show working 'TAX INVOICE' on it. (how to do)
B: How to make sure all receipts will show 'TAX RECEIPT' on it. (how to do)
C: How to delete some of the text invoices I made?
D: How to start the running number with a certain number, ... say number '920 (as we have already 920 invoices issued with another system)
For your kind help and support on this
Klaus
Solved! Go to Solution.
It's nice to have new faces here the Community, @klausrauter.
QuickBooks Online aims to provide easy, straightforward ways to manage your accounting and finances. I'm glad you're able to see how the program can help run your business. I can answer all your concerns and assist you in setting them up.
By default, the invoice form name will show as Tax invoice when printed or emailed. To ensure all sales receipts will also reflect Tax Receipts on them, you need to edit the form template.
Here's how:
After setting it up, open an invoice and a sales receipt, then check the Print Preview. They should show the form names Tax Invoice (invoice) and Tax Receipt (sales receipt). To do so:
Now, for your second concern; are you referring to deleting some of the tax invoices created? If so, you simply have to open the invoice and manually delete it. Refer to the steps below:
And for your last question; you'll want to enable the Custom Transaction Number feature in QuickBooks Online. This way, you can manually assign one transaction number (for example 921), and the rest will follow in order.
For more detailed steps about these processes, check out the articles below:
All the settings you want to use can be set up in QuickBooks Online. Just follow the steps above and you'll be up and running in no time. You can also visit this link for some helpful articles. All you need to do is click the different sections under Browse Topics:
QuickBooks Online International support
The Community is a great place to connect with accounting professionals and other QuickBooks Online users. Feel free to post again with any questions, and I'll get back here to help you out.
It's nice to have new faces here the Community, @klausrauter.
QuickBooks Online aims to provide easy, straightforward ways to manage your accounting and finances. I'm glad you're able to see how the program can help run your business. I can answer all your concerns and assist you in setting them up.
By default, the invoice form name will show as Tax invoice when printed or emailed. To ensure all sales receipts will also reflect Tax Receipts on them, you need to edit the form template.
Here's how:
After setting it up, open an invoice and a sales receipt, then check the Print Preview. They should show the form names Tax Invoice (invoice) and Tax Receipt (sales receipt). To do so:
Now, for your second concern; are you referring to deleting some of the tax invoices created? If so, you simply have to open the invoice and manually delete it. Refer to the steps below:
And for your last question; you'll want to enable the Custom Transaction Number feature in QuickBooks Online. This way, you can manually assign one transaction number (for example 921), and the rest will follow in order.
For more detailed steps about these processes, check out the articles below:
All the settings you want to use can be set up in QuickBooks Online. Just follow the steps above and you'll be up and running in no time. You can also visit this link for some helpful articles. All you need to do is click the different sections under Browse Topics:
QuickBooks Online International support
The Community is a great place to connect with accounting professionals and other QuickBooks Online users. Feel free to post again with any questions, and I'll get back here to help you out.
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