QuickBooks FAQ - Revision history

Dina at 13:21, 8 July 2020

2020-07-08T13:21:27Z

Robert at 09:35, 1 September 2013

2013-09-01T09:35:34Z

← Older revision		Revision as of 09:35, 1 September 2013
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	*[[QuickBooks FAQ#Can I link an existing Item in CommitCRM with an existing item in QuickBooks?\|Can I link an existing Item in CommitCRM with an existing item in QuickBooks?]]		*[[QuickBooks FAQ#Can I link an existing Item in CommitCRM with an existing item in QuickBooks?\|Can I link an existing Item in CommitCRM with an existing item in QuickBooks?]]
	*[[QuickBooks FAQ#How can I list all Charges in CommitCRM that were included in a specific QuickBooks invoice?\|How can I list all Charges in CommitCRM that were included in a specific QuickBooks invoice?]]		*[[QuickBooks FAQ#How can I list all Charges in CommitCRM that were included in a specific QuickBooks invoice?\|How can I list all Charges in CommitCRM that were included in a specific QuickBooks invoice?]]
	*[[QuickBooks FAQ#I've generated an invoice using QuickBooks and haven't used the ~~Commit~~-QuickBooks link. Can I link the relevant charge records in CommitCRM to the QuickBooks invoice?\|I've generated an invoice using QuickBooks and haven't used the ~~Commit~~-QuickBooks link. Can I link the relevant charge records in CommitCRM to the QuickBooks invoice?]]		*[[QuickBooks FAQ#I've generated an invoice using QuickBooks and haven't used the CommitCRM-QuickBooks link. Can I link the relevant charge records in CommitCRM to the QuickBooks invoice?\|I've generated an invoice using QuickBooks and haven't used the CommitCRM-QuickBooks link. Can I link the relevant charge records in CommitCRM to the QuickBooks invoice?]]
	*[[QuickBooks FAQ#I’ve created a QuickBooks invoice from CommitCRM and I noticed that a QuickBooks account with a 'CMT' prefix has been used. How can I prevent this and use other accounts?\|I’ve created a QuickBooks invoice from CommitCRM and I noticed that a QuickBooks account with a 'CMT' prefix has been used. How can I prevent this and use other accounts?]]		*[[QuickBooks FAQ#I’ve created a QuickBooks invoice from CommitCRM and I noticed that a QuickBooks account with a 'CMT' prefix has been used. How can I prevent this and use other accounts?\|I’ve created a QuickBooks invoice from CommitCRM and I noticed that a QuickBooks account with a 'CMT' prefix has been used. How can I prevent this and use other accounts?]]
	*[[QuickBooks_FAQ#How_do_I_prevent_changes_from_being_made_to_charges_that_have_been_invoiced.3F\|How do I prevent changes from being made to charges that have been invoiced?]]		*[[QuickBooks_FAQ#How_do_I_prevent_changes_from_being_made_to_charges_that_have_been_invoiced.3F\|How do I prevent changes from being made to charges that have been invoiced?]]
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	===I've generated an invoice using QuickBooks and haven't used the ~~Commit~~-QuickBooks link. Can I link the relevant charge records in CommitCRM to the QuickBooks invoice?===		===I've generated an invoice using QuickBooks and haven't used the CommitCRM-QuickBooks link. Can I link the relevant charge records in CommitCRM to the QuickBooks invoice?===
	Yes. Go to the Charges window, select your charge, go to the QuickBooks menu > Link to Existing Invoice in QuickBooks, write your invoice number and confirm.		Yes. Go to the Charges window, select your charge, go to the QuickBooks menu > Link to Existing Invoice in QuickBooks, write your invoice number and confirm.

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	==See Also==		==See Also==
	*[[QuickBooks Link\|~~Commit~~-QuickBooks Link]]		*[[QuickBooks Link\|CommitCRM-QuickBooks Link]]
	*[[Import_and_Export_FAQ\|Import & Export FAQ]]		*[[Import_and_Export_FAQ\|Import & Export FAQ]]

Sheli: /* Can I modify the billing address? */

2010-07-11T07:56:27Z

Can I modify the billing address?

← Older revision		Revision as of 07:56, 11 July 2010
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	Yes. At the top of the invoice creation wizard you can set a custom billing/shipping address, invoice reference, invoice date, due date and memo (QuickBooks sets this information by default).		Yes. At the top of the invoice creation wizard you can set a custom billing/shipping address, invoice reference, invoice date, due date and memo (QuickBooks sets this information by default).

			===Can I control the To be Printed and To be Emailed flags for Invoices?===
			Yes. Depending on your QuickBooks edition, Invoices in QuickBooks may include the following options: ‘To be printed’ and ‘To be emailed’ from Tools > Options > QuickBooks. See more details in [[QuickBooks_Link#QuickBooks_Link_Settings\|QuickBooks Link Settings]].

	===I see an asterisks (*) near the charges listed for the invoice. What does it mean?===		===I see an asterisks (*) near the charges listed for the invoice. What does it mean?===

Sheli: /* Getting Started */

2010-07-11T07:51:08Z

Getting Started

← Older revision		Revision as of 07:51, 11 July 2010
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	*[[QuickBooks FAQ#How can I list all Accounts, Contracts and Tickets that have unbilled charges?\|How can I list all Accounts, Contracts and Tickets that have unbilled charges?]]		*[[QuickBooks FAQ#How can I list all Accounts, Contracts and Tickets that have unbilled charges?\|How can I list all Accounts, Contracts and Tickets that have unbilled charges?]]
	*[[QuickBooks FAQ#Can I modify the billing address?\|Can I modify the billing address?]]		*[[QuickBooks FAQ#Can I modify the billing address?\|Can I modify the billing address?]]
			*[[QuickBooks FAQ#Can I control the To be Printed and To be Emailed flags for Invoices?\|Can I control the To be Printed and To be Emailed flags for Invoices?]]
	*[[QuickBooks FAQ#Is it possible to have the charge dates added to the invoice lines when creating the QuickBooks invoice?\|Is it possible to have the charge dates added to the invoice lines when creating the QuickBooks invoice?]]		*[[QuickBooks FAQ#Is it possible to have the charge dates added to the invoice lines when creating the QuickBooks invoice?\|Is it possible to have the charge dates added to the invoice lines when creating the QuickBooks invoice?]]
	[[QuickBooks FAQ#I see an asterisks () near the charges listed for the invoice. What does it mean?\|I see an asterisks (*) near the charges listed for the invoice. What does it mean?]]		[[QuickBooks FAQ#I see an asterisks () near the charges listed for the invoice. What does it mean?\|I see an asterisks (*) near the charges listed for the invoice. What does it mean?]]

Reno at 17:47, 28 October 2009

2009-10-28T17:47:45Z

← Older revision		Revision as of 17:47, 28 October 2009
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	[[Category:FAQ]]		[[Category:FAQ]]
	[[Category:QuickBooks]]		[[Category:QuickBooks]]
	~~[[Category:KB\|FAQ]]~~

	__NOTOC__		__NOTOC__

Reno: /* How can I import my customers/vendors into CommitCRM? */

2009-10-28T15:54:11Z

How can I import my customers/vendors into CommitCRM?

← Older revision		Revision as of 15:54, 28 October 2009
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	To import Accounts from QuickBooks, use the QuickBooks menu in the Accounts window > Import New Records/ Update Linked Records from QuickBooks.		To import Accounts from QuickBooks, use the QuickBooks menu in the Accounts window > Import New Records/ Update Linked Records from QuickBooks.

	For more details on importing Customers/Vendors from QuickBooks, [[Importing_from_QuickBooks\|please click here]].		*For more details on importing Customers/Vendors from QuickBooks, [[Importing_from_QuickBooks\|please click here]].

	===How can I import my item list into CommitCRM?===		===How can I import my item list into CommitCRM?===

Reno: /* How can I create a new QuickBooks invoice using CommitCRM? */

2009-10-28T15:53:53Z

How can I create a new QuickBooks invoice using CommitCRM?

← Older revision		Revision as of 15:53, 28 October 2009
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	#You can go to the File menu > New > QuickBooks Invoice. You will now see all Accounts or Tickets or Contracts that have billable charges that haven't been billed yet. Select the relevant Account/Ticket/Contract and continue with the invoice creation process.		#You can go to the File menu > New > QuickBooks Invoice. You will now see all Accounts or Tickets or Contracts that have billable charges that haven't been billed yet. Select the relevant Account/Ticket/Contract and continue with the invoice creation process.

			*For more details on importing your Item List from QuickBooks, [[Import_Items#Importing_Items_from_QuickBooks\|please click here]].

	===Can all charge records be included in QuickBooks invoices?===		===Can all charge records be included in QuickBooks invoices?===

Reno: /* How can I import my customers/vendors into CommitCRM? */

2009-10-27T21:13:50Z

How can I import my customers/vendors into CommitCRM?

← Older revision		Revision as of 21:13, 27 October 2009
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	To import Accounts from QuickBooks, use the QuickBooks menu in the Accounts window > Import New Records/ Update Linked Records from QuickBooks.		To import Accounts from QuickBooks, use the QuickBooks menu in the Accounts window > Import New Records/ Update Linked Records from QuickBooks.

			For more details on importing Customers/Vendors from QuickBooks, [[Importing_from_QuickBooks\|please click here]].

	===How can I import my item list into CommitCRM?===		===How can I import my item list into CommitCRM?===

Reno: /* See Also */

2009-10-27T21:12:00Z

Reno: /* Advanced Usage */

2009-10-27T20:42:23Z

Advanced Usage

← Older revision		Revision as of 20:42, 27 October 2009
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	*[[QuickBooks FAQ#See Also\|See Also]]		*[[QuickBooks FAQ#See Also\|See Also]]
	<br>		<br>
			----

	===How can I import my customers/vendors into CommitCRM?===		===How can I import my customers/vendors into CommitCRM?===

← Older revision		Revision as of 07:51, 11 July 2010
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	*[[QuickBooks FAQ#How can I list all Accounts, Contracts and Tickets that have unbilled charges?\|How can I list all Accounts, Contracts and Tickets that have unbilled charges?]]		*[[QuickBooks FAQ#How can I list all Accounts, Contracts and Tickets that have unbilled charges?\|How can I list all Accounts, Contracts and Tickets that have unbilled charges?]]
	*[[QuickBooks FAQ#Can I modify the billing address?\|Can I modify the billing address?]]		*[[QuickBooks FAQ#Can I modify the billing address?\|Can I modify the billing address?]]
			*[[QuickBooks FAQ#Can I control the To be Printed and To be Emailed flags for Invoices?\|Can I control the To be Printed and To be Emailed flags for Invoices?]]
	*[[QuickBooks FAQ#Is it possible to have the charge dates added to the invoice lines when creating the QuickBooks invoice?\|Is it possible to have the charge dates added to the invoice lines when creating the QuickBooks invoice?]]		*[[QuickBooks FAQ#Is it possible to have the charge dates added to the invoice lines when creating the QuickBooks invoice?\|Is it possible to have the charge dates added to the invoice lines when creating the QuickBooks invoice?]]
	[[QuickBooks FAQ#I see an asterisks () near the charges listed for the invoice. What does it mean?\|I see an asterisks (*) near the charges listed for the invoice. What does it mean?]]		[[QuickBooks FAQ#I see an asterisks () near the charges listed for the invoice. What does it mean?\|I see an asterisks (*) near the charges listed for the invoice. What does it mean?]]

← Older revision		Revision as of 21:12, 27 October 2009
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	==See Also==		==See Also==
	*[[QuickBooks Link\|Commit-QuickBooks Link]]		*[[QuickBooks Link\|Commit-QuickBooks Link]]
			*[[Import_and_Export_FAQ\|Import & Export FAQ]]

	[[Category:FAQ]]		[[Category:FAQ]]