#QUICKBOOKS 2018 DESKTOP MULTI USER PRO#

Type a name for the group of customers into the вЂњNameвЂќ field.Then select the вЂњвЂќ command to open the вЂњGroup NameвЂќ dialog box.

#QUICKBOOKS 2018 DESKTOP MULTI USER PRO#

To instead create a вЂњBilling GroupвЂќ of customers to more easily select a set of customers for whom you may send out regular batch invoices in QuickBooks Desktop Pro in the future, click the вЂњBilling GroupвЂќ drop-down in the upper-right corner of the window.

You can also select customers in a billing group and click the вЂњвЂќ button to move them into the list at the right side of the dialog box. In the future, you will be able to select the name of the billing group you created from the вЂњBilling GroupвЂќ drop-down to automatically select those customers in the group when creating batch invoices in QuickBooks Desktop Pro.

When finished, click the вЂњSave GroupвЂќ button below the right list to save the customers into the billing group you created. Then select the names of the customers or customer jobs to add to the group from the left list and click the вЂњAdd>вЂќ button to add them into the group at the right side of the window. Then click the вЂњSaveвЂќ button to create the group in the right list. Type a name for the group of customers into the вЂњNameвЂќ field. Then select the вЂњвЂќ command to open the вЂњGroup NameвЂќ dialog box. To instead create a вЂњBilling GroupвЂќ of customers to more easily select a set of customers for whom you may send out regular batch invoices in QuickBooks Desktop Pro in the future, click the вЂњBilling GroupвЂќ drop-down in the upper-right corner of the window. To create a one-time batch invoice for customers, select the names of the customers or customer jobs from the left list and then click the вЂњAdd >вЂќ button to move them into the list at the right side of the dialog box. In the вЂњBatch InvoiceвЂќ window, then select the customers for whom you want to create batch invoices in QuickBooks Desktop Pro. You can click the вЂњOKвЂќ button in the message box that appears, if needed. To create batch invoices in QuickBooks Desktop Pro, select вЂњCustomers| Create Batch InvoicesвЂ¦вЂќ from the Menu Bar. After checking the send settings in the вЂњPreferencesвЂќ dialog box, click the вЂњOKвЂќ button to apply them. If the delivery method is unspecified, neither box will be checked. This ensures that batch invoices in QuickBooks Desktop Pro that are created for customers who have a вЂњPreferred Delivery MethodвЂќ of вЂњEmailвЂќ will have the email invoices marked as вЂњEmail Later.вЂќ Customers with a вЂњPreferred Delivery MethodвЂќ of вЂњMailвЂќ will have the вЂњTo be printedвЂќ checkbox checked within their batch invoices in QuickBooks Desktop Pro. In the вЂњMy PreferencesвЂќ tab to the right, ensure that the вЂњAuto-check the вЂEmail LaterвЂ™ checkbox if customerвЂ™s Preferred Delivery Method is emailвЂќ checkbox is checked. Then select the вЂњSend FormsвЂќ icon in the list at the left side of the вЂњPreferencesвЂќ dialog box that appears. To do this, select вЂњEdit| PreferencesвЂ¦вЂќ from the Menu Bar. You should check your default preferences for sending forms in QuickBooks before creating batch invoices in QuickBooks Desktop Pro that you intend to email. QuickBooks uses this information to specify the customerвЂ™s settings within each invoice created, as well as determine whether to print or email the invoice now or later. This includes the customerвЂ™s вЂњTerms,вЂќ вЂњPreferred Delivery Method,вЂќ sales tax, and address information. QuickBooks uses the customer information you have entered to вЂњfill-inвЂќ the specific information for each customer when it creates the invoices. Before you create batch invoices in QuickBooks Desktop Pro, however, you should be sure you have the customerвЂ™s information recorded correctly within the вЂњCustomers & JobsвЂќ list in the Customer Center. You can easily create batch invoices in QuickBooks Desktop Pro to give multiple, selected customers an invoice for the same products or services. Batch Invoices in QuickBooks Desktop Pro: Overview

Quickbooks 2018 desktop multi user