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Connect with and learn from others in the QuickBooks Community.
Join nowHi,
I'm a new user migrating platforms and I have a few questions:
Thanks!
Thanks for trying QuickBooks Desktop, CuriousTom.
You have me to help you provide the correct solution to your queries. Let's start with the first question.
Yes. There's a way where we can see the invoices we've created. If these invoices we're already paid, we can run the Transaction Detail report. Here's how:
If these were not yet paid, we can run the Open Invoices report. I'll show you how:
For your second question, the Cost is the default amount you've entered for the products. We can change it by modifying the item. Here are the steps to do it:
Just a heads up, if you want to manually change the cost every time you'll create an invoice, you can leave it as blank.
For the third concern, we're unable to create an invoice from the purchase order. The Purchase Order is a transaction for a vendor, while the Invoice is for a customer.
Lastly, the system can only print based on the available type of printer. If you don't have the Label Printer, you can select either Page-Oriented or Continuous. You can do that by going to the Print Labels window. Here's how:
I've also added this article that has an overview of what you can do on your subscription: QuickBooks Desktop product.
There you have it, CuriousTom. Feel free to tag my name in your Reply if you still need my help. Stay safe!
Thank you very much Adrian! A few follow questions:
Is there anyway to see both open and paid invoices at the same time? (Example: invoices created in the past two weeks). Also is there a way to create a button that automatically opens this report?
I did leave the cost field blank for each non-inventory item I created yet I am unable modify the cost in the invoice. The field appears but I am unable to click on it. I'm locked out. I can only click on price and the other fields. Any ideas?
Hmm, interesting. So there is no way to order non-inventory items based on the quantities ordered in invoices?
Thanks!
Good Evening, @CuriousTom.
Thanks for reaching back out to the Community. Yes, you can easily locate open and paid invoices from the Customers Center. Here's how:
The reason why you're not able to change the cost of a non-inventory item in an invoice is that you have to do it from the item itself. My colleague provided the correct steps in the post above.
Here are a few articles that may be able to help you out in the future:
I'm only a post away if you have any other questions. Have a splendid Friday!
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