The QB Specialists
   411 Manzanita Avenue
   Roseville, CA 95678
   PH: 800-707-0940
   FAX: 888-850-8860
   info@theqbspecialists.com

Advanced Certified QuickBooks ProAdvisors
Certified QuickBooks Enterprise ProAdvisors
Certified QuickBooks Point of Sale ProAdvisors
Member of Intuit's Trainer/Writer Network


The QuickBooks Specialists
Ruth Perryman   

  
  Subscribe to our monthly newsletter Subscribe to our  QuickBooks Tips & Tricks blog Follow us on Follow The QuickBooks Specialists on FaceBook Follow The QuickBooks Specialists on Twitter Follow The QuickBooks Specialists on LinkedIn  


Intuit Solutions Provider Advanced Quickbooks ProAdvisor

Quickbooks Enterprise ProAdvisor Quickbooks Point of Sale ProAdvisor

QuickBooks Affiliate

QuickBooks Reports

Certified Quickbooks Consultant QuickBooks Newsletter Service

sitemap
 
.

QuickBooks Tip: Customizing Late Notices with Account Info

by Ruth Perryman 22. April 2009 10:05

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. 

____________________________________________________________

Ruth Perryman is the president of The QB Specialists. She consults with thousands of clients nationwide, troubleshooting issues related to QuickBooks and online payroll. Ruth is an Intuit Solutions Provider, a member of Intuit’s Trainer/Writer Network, and a Certified Advanced QuickBooks ProAdvisor. She is also certified in QuickBooks Enterprise and QuickBooks POS/Point of Sale.

Online payroll for only $25.99/month. Try it free until April 2010! Instant paychecks, direct deposit, electronic tax payments & completed forms. Call 800-707-0940 or visit www.theQBspecialists.com for more details.

Powered by BlogEngine.NET 1.4.5.0

 

Get the most out of QuickBooks

Subscribe to our QuickBooks Tips & Tricks newsletter for the latest news and discounts.


The QB Specialists
411 Manzanita Avenue
Roseville, CA 95678
PH: 800-707-0940 | FAX: 888-850-8860
Email: info@theqbspecialists.com

Intuit and QuickBooks are trademarks and service marks of Intuit Inc., registered in the United States and other countries.