Ok, I'm having major problems with this program; I'm at a new job, and the invoices are due to be sent out in a few days. When I go to invoices, in the top left corner, that form pops up, and there is the scrolling selection box where all the customer jobs are listed. So let's say I click on that, and I select Adventure Sports. It won't pull up that account with the recent changes I've put in. It pulls up a blank invoice with the name "Adventure Sports." If I want to access the changes I've made to Adventure Sports' invoice, I have to use the previous button and scroll back. Does this make sense to anyone? What is going on? THANKS!!!
2006-10-23 04:51:59 · 5 answers · asked by Anonymous in Business & Finance ➔ Small Business
It sounds like you want to be able to access existing invoices for a particular customer. There are several ways to do this and the easiest way might depend on the version of QuickBooks you are using. In the 2006 version, click on the Customer Center icon (below the menu bar). This will show a list of all your customer:jobs. When you highlight a customer name, a list of transactions will appear on the right side of the page. You can use the show and date filters to shorten the list. Once you find the invoice you are looking for, double click it to open.
2006-10-23 05:20:20 · answer #1 · answered by Stephen C 1 · 1⤊ 0⤋
Try going into customer center and seeing the invoices you have for that customer. If you want to do a new invoice for that customer, just left click while you are on the customer.
If you make changes to an invoice, those changes won't be on the next invoice. You have to make changes to the customer itself to have changes come through on each invoice.
I hope that helps.
2006-10-23 12:11:42 · answer #2 · answered by Momma Jo 6 · 0⤊ 0⤋
Thegirl: yes it does because those are sources that we type
in sure as a Bold header go to veiw then click on it also scroll
down until you find source click again wait for the file to open
also when there look at down loads called Careers& Employment
2006-10-23 12:06:32 · answer #3 · answered by toddk57@sbcglobal.net 6 · 0⤊ 0⤋
One thing to check is to see if the customer has been marked inactive. If it is, make them active.
2006-10-23 12:41:06 · answer #4 · answered by Midwest guy 4 · 0⤊ 0⤋
check the date make sure it includes the date you made the changes,
2006-10-23 11:55:56 · answer #5 · answered by Rainy 5 · 0⤊ 0⤋