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Level 1

AUTO POPULATE DATES IN INVOICE

When creating an invoice I’m able to add a “date” field. But for the invoices I need to create each month it has to have every day of the month on the invoice. The 1st-31st. Is there a way to auto populate dates so I don’t have to type in each day for all the invoices I need each month? 

7 Comments
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QuickBooks Team

AUTO POPULATE DATES IN INVOICE

Hi Shba,

 

There's a setting in your preferences that let's you use today's date. You can select it, so you won't have to change the date every time you create invoices.

  1. From the Edit menu, choose Preferences.
  2. Go to General and click on My Preferences.
  3. Select the Use today's date as default option.

 

That will do it. If you have other questions, feel free to go back to this thread.

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Anonymous
Not applicable

AUTO POPULATE DATES IN INVOICE

There is a way to do this, though it will only work smoothy if you start the invoices at or nearly at the beginning of the month:

- Start with a new empty invoice, date it for the beginning of a month (doesn't matter which month)

- Add 30 or 31 lines to the invoice, possibly with only the dates filled in on each row, where the date on the first row is the same as the invoice date, and each subsequent row has the next date.

- Leave everything else blank on the invoice, except for other defaults you want set, such as terms or similar.

- Memorize the invoice and give it a name like "my special monthly invoice" - or something.

- Later, at or near the beginning of a month, recall the invoice to be used as a template/starting point.

 

When recalling the invoice, the service dates will have the same 'offset' to the invoice date (which should default to 'today') as when you memorized the invoice.  So the first date will be the same as the invoice date and the second date will be the next day.

 

Note that once the invoice appears, changing the invoice date will not cause the service dates to update.

 

So, this means that if you start the invoice on the second of the month, there will be no line item for the first day.  In this case you can insert one row at the top of the invoice table, and you'll be whole.

 

Also, it means that if you start with 31 days on your memorized invoice, and you open it on Feb 1, the last two or three days will be in March, and you can then delete those dates.

 

----also----

Note you also have date "quickkeys" available to you to quickly set or shift the date in most any date field in QB, including the Service Date column on invoices.  Use keyboard letters from the beginning and end of labels we used for dates.  For example T will set the date to Today, W to the beginning of the week, and k to the end of the week, from the current date's position.

 

The quickkeys are bolded:

Today

Week

Month

Year

and also +/-

 

When using these key if you hold them down, the command will repeat.

 

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Level 1

AUTO POPULATE DATES IN INVOICE

Hello! Thank you for that information. But what I’m trying to do is add each day of the month to the invoice and have it auto populate for each line. For example one invoice will have the description and next to it will be the date so each line on one invoice will need January 1 January 2 January 3 January 4 so on and so forth until the last day of the month. I know I can manually type it in just like you can manually change amounts and whatnot but I can’t seem to find anything to auto populate the date. It might not be available but I thought I’d reach out for help to see if it is. 

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QuickBooks Team

AUTO POPULATE DATES IN INVOICE

Hi there, @Shba.

 

I appreciate you coming back to us for additional support. Allow me to join this thread and share some more insights.

 

Currently, auto-populating dates on each item line is unavailable. Our goal is to make QuickBooks as user friendly as possible and be a one-stop-shop for business owners to make your accounting a lot easier and faster. I appreciate you for voicing out your request, with that we can then address what needs to be improved to give our customers a better customer service experience.

 

In order for them to account your suggestions, please follow these steps on your QuickBooks Desktop account:

  1. Click the Help menu bar.
  2. Scroll down to Send Feedback Online.
  3. Select Product Suggestion.
  4. Choose Product Suggestion for the Type of Feedback.
  5. Product Area is optional.
  6. Enter your suggestion.
  7. Click Send Feedback.

Thank you for reaching out to us here, and please let me know if there's anything else I can do to help.

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Level 15

AUTO POPULATE DATES IN INVOICE

@JessT

 

Please Learn from the input here; you are describing Transaction Date. Not the Details. You explained how to get the Date of this Sale.

 

@Shba

 

You didn't tell us if this is going to be used for Tasks by Date, which is available not here in the Actual Sale, but in Timesheets. You first enter all that info as Time Entries: Single Activity view or Weekly View. Assign the customer and as Billable. Assign the service item.

 

When you Invoice or use Sales Receipt, use the Icon at the top for Add Time & Costs. Now this comes into the invoice from the timesheet task entries with each date for you as Serviced Date.

 

Please see my attachment.

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Level 1

AUTO POPULATE DATES IN INVOICE

I'm wondering if you ever found a fix/solution because I'm in the same boat. Thanks.

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Moderator

AUTO POPULATE DATES IN INVOICE

Thanks for joining here, tnt123.

 

For now, the workaround recommended by qbteachmt above is a way where you can get the things you want in regards to your concern.

 

If you have other questions or need further help, just let me know anytime. I'll be here to help you figure them out. Thanks.

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