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  • Assigning Classes

    From the answer: On the pay bills screen, when you use the "set discount" button, you can assign a class to the discount.

  • Invoice and amounts due different in QB payments

    From the answer: Hello ,   You'll need to pull up your Customer Balance Detail report.... I can add some details about this.

  • Upgrade data from Enterprise 12 to 19

    From the answer: hi   , Upgrade to 2015 or 2016 would be enough prior to 2019.

  • QB Sales Order

    From the answer: Hello there,  Paddy55 .... I'd like to share some insights about managing Sales Order in QuickBooks Desktop.

  • NYS requires a separate amount for credit card transactions. How do I separate them on quickbooks?

    From the answer: Thanks for joining the Community, ,   I want to make sure you're able to record your payments correctly in QuickBooks Desktop.

  • Moving Attach folder to Enterprise servier

    From the answer: It's nice to have you here in the Community, n8hvac,   I'd be happy to help get your file moved to the new server.

  • converting from Sage

    From the answer: Welcome to the Community, .... I'm here to help share some clarifications about converting invoices from Sage into QuickBooks Desktop.

  • Can I issue a credit invoice dated 2017 even though it is 2019

    From the answer: Hi CandE1983,   I've noticed that this is a duplicate post and I've answered it for you.... Feel free to click on this link:

  • Create a credit memo for an invoice 2 years ago.

    From the answer: Hello there,  CandE1983 .... You can create a credit memo and date it for 2017.... However, the amount will show in the customer's total balance and add up as beginning balance in your balance sheet.

  • migrating old data using usb

    From the answer: Thanks for coming to the Community for help, .... Since your file is older than 2016, you need to download and install an updated trial version using the new computer.

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