Can I create a term list item that will offer a due date on the last day of the next month? i.e. Bills on 3rd of November due on 31st December?


Yes, you can do it in QuickBooks Desktop, john.pryor.

You have the option to select either Date Driven or Standard term. Then, the system will automatically populate the due date based on the rules you've set up. I've laid out the steps below on how to do it. 

For Standard terms: 

  1. Click on Lists
  2. Select Customer and Supplier Profile Lists
  3. Select Term List
  4. Click on New.
  5. Enter the term name, and select Standard.
  6. In Standard, enter the fixed number of days (example 58 days, from Nov. 3 to Dec. 31). 
  7. Click on OK.

For Date Driven terms:

  1. In Date Driven, enter 31 in the Net due before the __th of the month section. 
  2. In the Due the next month if issued within section, enter 32 for the number of days. 
  3. Click on OK.

I've added some screenshots below as your reference. 

When you have any errand within QuickBooks, please let us know. We'll be glad to help. Have a great day! 

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