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Re: how to enter same item in the same invoice?
If you highlight the section with your mouse (left button hold and drag across) the information you want repeated, then press CTRL+C (control C = copy), when you get to the next area you want that information, move the cursor there, either by tabs or mouse, and press CTRL+V (control V=paste). That will allow you to copy and paste information that is used over and over. It will work with most programs running under Windows (and Linux too!)
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You probably have it set to combine lines on invoices. Go to your options screen. Select SETUP, then SETUP SCREEN. Click the INVOICE SETTINGS tab, then uncheck COMBINE LINES, click UPDATE, then EXIT. Now each item should display on its own line.
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Yes there is. Go to OPTIONS, SETUP, SETUP SCREEN. Select the INVOICE SETTINGS tab. Click PAGE 2. Under SECONDARY CURRENCY DESCRIPTION enter CANADIAN. Enter the EXCHANGE RATE as .93 as of today. Enter a CURRENCY SYMBOL such as C$. Then click on UPDATE. Currency symbol will be used on invoice to denote Canadian currency used. Exchange rate is not dynamic and will need to be manually updated. You will see changes on invoice screen (secondary price) and pay screen (new media button) as well as on reports for payment medias. Hope this helps.
Feel free to email me with more details if need be.
Cost are posted when you make a check, enter a bill and or payroll. Look for the cient column on the right side. Whenever you record an expense it will go nto nthat client. Then you'll be able to print a profit and loss by client. www.cpahispano.com
How are you entering the time and mileage?
As "Timesheet" entries? or as "Expense Items"?
Assuming that you are using the timesheet (for both the time and mileage) when you create an invoice, QB should ask you if you want to invoice for "outstanding billable items" - when you say "yes" then two seperate lines should appear on the "time" tab. If you select both lines, they are not combined unless:
a) You are using a "Group" Item Type
b) You select both lines, and then you select the option to "print as one item on invoice".
As long as you are not doing (a) or (b) they should appear as two seperate lines.
If Sale Line 100 is an Excel Template then it is simple.
The Templates are just preformatted spreadsheets which are edited just like any other spreadsheet.
If you mean that you are using the Template to create another document but wanting all the fields to be the same as the Invoice then I suggest the following method:
Copy the Template fron Worksheet 1 onto Worksheet 2.
Add and remove any fields that you wnt to add or remove (Prices would be deleted on this copy and the title would be changed from Invoice to Delivery Docket, etc)
Then (on Worksheet 2) in the fields that you want to be the same - click on the cell you want the same Data in and hit the = sign. Then go to Worksheet 1 and Click on the cell that you want the data to be the same. Hit Enter. This will send you back to Worksheet 2 and you will see that any data entered into the cell in Worksheet 1 will now also appear in Worksheet 2.
Repeat this process for all the cells you want copied from worksheet 1.
When you complete the data in Worksheet 1 (the Invoice) all the data selected will automatically appear in the cells selected on Worksheet 2.
Try this on worksheet 2 select cell A1, type =, then open worksheet 1 and select B1. You will be returned to worksheet 2 and the formula in cell A1 will now read =Sheet1!A1. Enter anything into Shhet 1 A1 and you will see that it appears in the appropriate cell on Sheet 2.
When you want to print off the Invoice and the Delivery Docket - you only have to open each Worksheet and hit Print and a copy of each worksheet will be printed giving you an Invoice and a Delivery Docket with the appropriate info on each printout (eg if you exclude prices from the Del. Docket then after completing all the details in the Invoice will create a Del Docket with all the relevant information other than the prices.