QB Contractor Edition Question

[misssjean]

Hello all:

Hope everyone is having a terrific day so far!! I currently process invoices for a client on a monthly basis (about 250-300) and each month my client changes the date he wants the invoices to be sent out! It can be frustrating at times...

So...for all the QB smarties out there...the way it is setup is Memorized Transactions > Change Dates (Manually). Then the invoice prints on that particular date.

Is there a way to GROUP the individual entries and change ONE date versus all 250-300 of them? Just trying to find a quicker way LOL.

[Rebecka Melson]

You need to create a group in your memorized transactions and then move the memorized invoices to the group. Then each month you can just go in and edit the group to change the date. It will change the date for every invoice in the group.

If you have multiple billing dates, like the 1st and 15th, then set up a separate group for each date.

To create a group go into memorized transactions, then on the bottom toolbar select "memorized transaction" and "create new group".

When you memorize an invoice select "with transactions in group" and then select the group you want to include it with and save.

To move all of your existing memorized invoices to a group you will have to select each invoice and then "edit" or hit "Ctrl-E" and change it to "with transactions in group".

[misssjean]

Thanks Rebecka! You're oh-so-awesome!! Have a great day!!

[Marina]

Wow I learned something new today, I been working with QB for over 8 years now but never knew about that. Well I guess I never needed it before but I am glad that I did learned about that today.
Marina