Question: I use QB to run my storage facility and when I run out late notices I need QB to add each customers specific account information (ie: # of units being rented, # of vehicles being stored, etc.) to their letters. Where is it that I enter this customer account information, so QB will enter it in my customized late notices?


Answer:
If you aren't using QuickBooks to create invoices for the original charges, go to Customers -> Create Invoices. If you are, go to Customers -> Create Statements and select Show invoice item details on statement. You can also enter late charges at Customers -> Enter Statement Charges. 

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Written by Ruth Perryman, CMA, CFE, CFM, MBA, DPA (ABD)

Ruth is the president of The QB Specialists, an Intuit Solutions Provider that has helped thousands of businesses throughout the United States, Canada and even the Caribbean get the most out of QuickBooks since 1996. Ruth has over 20 years of industry experience, including 5 years as a Chief Financial Officer. She is an Advanced Certified QuickBooks ProAdvisor and a member of Intuit’s Trainer/Writer Network. She is also certified in QuickBooks Point of Sale and Enterprise.

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