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PPMG
Level 2

memorized transactions

I'm working a few months behind and want to push the memorized invoice group to create invoices for 2 months ago.  How do I do this?

1 Comment 1
GlinetteC
Moderator

memorized transactions

I appreciate your interest in creating a memorized invoice group in QuickBooks Desktop for Mac, PPMG

 

 However, while the Mac version offers many other valuable features, the ability to create memorized invoice groups is currently unavailable.

 

If you require invoices for the last two (2) months, you can manually generate them. In QuickBooks Desktop for Mac, please note the following before creating an invoice:

 

  • QuickBooks lets you know when you have an open estimate for a customer, which you can use to create an invoice.
  • If you've incurred expenses for your customer, such as mileage or other expenses, you can add that to an invoice for reimbursement.
  • You can use progress invoicing to send invoices for parts of a job over a period of time.

 

For a detailed guide, refer to this article: Create invoices in QuickBooks Desktop for Mac.

 

Furthermore, you can explore the process of creating templates and utilizing the Layout Designer to personalize forms. For detailed instructions, please refer to this link:  Customize form templates in QuickBooks Desktop for MAC.

 

I'll keep this thread available if you have more questions or need assistance managing invoices or other relevant concerns. I'm here to assist you.

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