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March 9, 2023
Question

Invoices

  • March 9, 2023
  • 2 replies
  • 0 views

We currently sell on 3 separate platforms, only one uses quickbooks for invoicing. We would like to be able to keep all invoices in one place to generate reports. Is it possible to enter external invoice data in quickbooks without it adjusting sales totals?

For example, Platform A uses quickbooks and we send the invoice to the customer to be paid or we use a card on file. B & C both collect payment when a customer places the order on those websites.  

Some customers will switch between platforms. Quickbooks will only show me what the customer has purchased on Platform A but not B & C. I would like to collect all data in one place and generate reports.

2 replies

QuickBooks Team
March 9, 2023

I recognize how relevant this function on your daily task, @mckinneys1992. If you need to add more information from an external invoice, I can provide you with how to submit feedback in QuickBooks Desktop.

 

We can manually enter additional details in the Descriptions area within the Invoice section. If you require more data to add, I recommend sending feedback to our product developer.

 

Follow the steps below:

 

1. Navigate to the Help icon.

2. Next, click Send Feedback Online.

3. Press the Product Suggestion.

 

4. Select Type of Feedback, then choose any Product Area in the dropdown.

5. Enter your name and email. Lastly, Send Feedback.

 

Several various reports tell how the business is doing in QuickBooks. These reports provide company-related information. For information on each report group offered by QuickBooks Desktop Pro and Premier, see the table in this article: Understand reports.

 

Let QuickBooks desktop memorize transactions so you'll receive a reminder each time it is due. To save time, QuickBooks can enter the remembered transactions on your behalf: Create, edit, or delete memorized transactions.

 

I've got your back if you have more questions about managing customer entries in QBDT. I'd love to hear from you in the comment section. Take care, and enjoy the rest of the day.

Fiat Lux - ASIA
Level 14
March 10, 2023

@mckinneys1992 

Which platform do you have? You can use a BI app to pull data from multiple platforms to generate reports in real time.