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Yes, there's an option to create the same invoices for several customers, walter16.
If you create the same invoice on a regular basis, use the Memorize feature in QuickBooks Desktop. This way, it will save the transaction as a template for future use.
Here's how to create a memorized transactions:
To apply the memorized invoice right away to your customers, just access the Memorized Transaction List. Then, change the customer name in the Customer:Job field.
Here's how:
To learn more about memorized transactions, please refer to this article: Create, edit, or delete memorized transactions.
Keep me posted if you need a hand with managing your invoices or any QuickBooks related. I'm glad to help.
Yes, there's an option to create the same invoices for several customers, walter16.
If you create the same invoice on a regular basis, use the Memorize feature in QuickBooks Desktop. This way, it will save the transaction as a template for future use.
Here's how to create a memorized transactions:
To apply the memorized invoice right away to your customers, just access the Memorized Transaction List. Then, change the customer name in the Customer:Job field.
Here's how:
To learn more about memorized transactions, please refer to this article: Create, edit, or delete memorized transactions.
Keep me posted if you need a hand with managing your invoices or any QuickBooks related. I'm glad to help.
Walter:
Thank you very much for your detailed response. Your suggestion about using the memorized transactions has helped me a lot.
Sincerely,
Beth Ellen
It's my pleasure, walter16.
I greatly appreciate you taking the time out of your day to perform the troubleshooting I've provided.
Have an amazing rest of your day and please don't hesitate to let me know if you need anything else.
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