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Level 2

Bill to field on Invoice different when creating individual and group invoices

Greetings, I have QuickBooks for Mac 2019. I when I create a single invoice from a Customer:Job the Bill To Field on the invoice  contains exactly what the Bill To field in the Customer Form has. If I create invoices using a Customer Group, the invoice Bill To field omits the first line of the Bill To field. Is there a setting I do not know about? 

 

Thanks for the help.

 

Best, Scott

Solved
Best answer June 12, 2020

Best Answers
QuickBooks Team

Bill to field on Invoice different when creating individual and group invoices

You've come to the right place, @Scott5702.

 

The instructions below are sure to help you get your bill to field fix. 

 

Let's run the verify data tool to check if your file has data damage. Here's how:

 

  1. Go to File, then Utilities.
  2. Select Verify Data.
  3. Click OK to close all windows. If you see “Your data has failed the integrity check” you need to rebuild your file. 

To rebuild:

  1. Go to File, then Utilities.
  2. Select Rebuild Data. Then, OK to close all windows.

Please verify your file again to make sure your file if free of errors or data damage. Once done, restart your computer and try creating an invoice in a group again. You can read the details about these tools (Verify/Rebuild Tools) at this link here: Verify and rebuild data in QuickBooks Desktop for Mac.

 

I'm also adding our guide on QuickBooks Desktop Mac 2020 that I'm sure you'll find helpful. It contains topics and other resources related to QBDT for Mac.

 

Keep me posted if you have other questions or concerns about QuickBooks. I'll be on the lookout for your response. Thanks for coming in today and I wish you have a nice day ahead.

View solution in original post

5 Comments
QuickBooks Team

Bill to field on Invoice different when creating individual and group invoices

You've come to the right place, @Scott5702.

 

The instructions below are sure to help you get your bill to field fix. 

 

Let's run the verify data tool to check if your file has data damage. Here's how:

 

  1. Go to File, then Utilities.
  2. Select Verify Data.
  3. Click OK to close all windows. If you see “Your data has failed the integrity check” you need to rebuild your file. 

To rebuild:

  1. Go to File, then Utilities.
  2. Select Rebuild Data. Then, OK to close all windows.

Please verify your file again to make sure your file if free of errors or data damage. Once done, restart your computer and try creating an invoice in a group again. You can read the details about these tools (Verify/Rebuild Tools) at this link here: Verify and rebuild data in QuickBooks Desktop for Mac.

 

I'm also adding our guide on QuickBooks Desktop Mac 2020 that I'm sure you'll find helpful. It contains topics and other resources related to QBDT for Mac.

 

Keep me posted if you have other questions or concerns about QuickBooks. I'll be on the lookout for your response. Thanks for coming in today and I wish you have a nice day ahead.

View solution in original post

Level 2

Bill to field on Invoice different when creating individual and group invoices

Good morning,

 
OOPS I relied in my email then  realized I probably should have posted here, so here is my reply.
 
First I want to thank you for your quick response. I tried your solution and at first I had no joy. But then I realized that I had not told you a step I originally  took that may have had an impact on the problem and you r solution. In the process of setting up my customers: jobs Bill To I had changed them a little after I created the groups. So, after trying your idea I deleted the groups and recreated them. That worked. My thought is that when I created the groups the Bill To was a certain way and QB remembered that. So I had to un-remember it to make the change. Just thought you might like to know that. So all is joy there now.
 
I have another question that you may know about. I am setting up a condo assn. I am trying to understand Bills. Specifically I am trying to decide between using expenses or lists to create bills to pay. In our little condo assn. of 12 units we have about 20 vendors who we do business with and pay on varying schedules for work. Some are things like gas and electric and some are snow plowing ,landscaping and trash, etc.
 
Should I set up list items for the different things we pay for or just use the expense tab by filling in the info from a vendor bill?
 
Again, many thanks.

Best, Scott
QuickBooks Team

Bill to field on Invoice different when creating individual and group invoices

Hi, Scott5702.

 

Exchanging of goods and services on a non cash-basis with a vendor is most likely involved in the process. You'll want to create a new account that you can use when paying the bill.

 

Here's how:

  1. Click Lists on the upper menu, then select Chart of Accounts.
  2. From the Account drop-down list, select New and type the name Bartering. If you have account numbering turned on, you will also need to assign an account number.
  3. Click Save & Close.
  4. Click Vendor, then select Enter Bills as if you were going to make the purchase from the vendor.
  5. Click Vendor, then select Pay Bills. The Pay Bills dialog box opens. Select the bill for the vendor you will barter with.
  6. In the Pay Bills dialog box, select the Bartering Account as the payment account.
  7. On the Home page, click the Customers button to open the Customers Center.
  8. From the New Customer & Job drop-down list, select New Customer. Complete the contact information for the new customer; otherwise, double-click the customer or job you will be bartering with to select it.
  9. From the Customers Center, in the New Transactions drop-down list, select Invoices. Prepare the invoice to the new customer (also your vendor) using the same items on the invoice as if you were selling them to a customer. Click Save & Close.
  10. From the Customers Center, in the New Transactions drop-down list, select Receive Payments. Record the payment from the customer (your vendor). Click Save & Close.

For future reference, you can visit this article for more information about running a report in QuickBooks: Understand Reports.

 

Feel free to let us know if you have any other concerns. I'll be here to help.

Level 2

Bill to field on Invoice different when creating individual and group invoices

Hi thanks for the reply. I am not dealing in barter or non-cash deals. This all vendors with bills due In cash. I have been told numerous times to keep the COA as concise as possible and use other means to account for purchases and sales. SO I am trying to do that. I am considering setting up list items for the specific areas of bills, such as cleaning or snow plowing and then looking it to broad COA account of say, building maintenance.

 

Does that make sense? 

 

Thanks, Scott

Moderator

Bill to field on Invoice different when creating individual and group invoices

Thanks for getting back to us, @Scott5702.

 

When entering a bill in QuickBooks Desktop (QBDT), the Expense tab is used for general business expenses such as rent, office supplies, etc. While the Item tab is used for expenses associated with your item list that may be invoiced (by checking the billable box), involve inventory, or need to be included in job costing.

 

If you want to use the Items tab, you need to create items first. Here's how to do it:

 

  1. In QBDT, go to the Lists menu to get to the Items.
  2. Click the  + > New option, then choose the type of item to create.
  3. Enter the necessary information.
  4. Once done, hit Save.

 

For more information about the process, please refer to this article: Add, edit, and delete items

 

Just in case, I'll add this article for future reference: QuickBooks Desktop Mac User's Guide.

 

Let me know if you have any other questions or concerns by leaving a comment in this thread. I'm more than willing to assist. Have an amazing rest of the day!

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