Quickbooks Can't Do This??

Jun 21, 2007 12 Replies

We have over 1000 memorized invoices in a single group. They don't update!



Each invoice uses the same income item. We are now changing the amount of the income item in the item list. For new entries, the memorized invoices still fill in the old amount.



Am I doing something wrong? Quickbooks links customer-list address changes to the invoice. It doesn't link item amounts? Does that mean we have to change over 1000 memorized invoices individually?



Astounded,



Vince


You memorized the invoice. That means everything on the invoice. Customer part, number sold, price, etc. Now you tell me you didn't want to memorize everything and you are surprised it did?

Astounded.

Vince

Unfortunately the amount is frozen in memorized transactions. You will have to edit each invoice if the amount varies by customer.

It changed the address, but I memorized that, too!

And if it doesn't update the income item on the invoice, what alternative does Quickbooks offer, instead of MANUALLY updated them ONE by ONE??

Still astounded,

V>> We have over 1000 memorized invoices in a single group. They don't >> update! >>

Thanks Karl,

The amount will not vary by customer. Each one in the group is charged for the same item. The item had an old price. Now it has a new price. This happens to businesses all the time. I expected QB to work like a database where you update one field, and afterwards that field is updated whenever it is applied. But it sounds like Quickbooks expects you to update invoices individually.

Vince

A reasonable assumption. And QB does! Create a new invoice, enter the item, and viola! the price is the new price.

QB doesn't expect you to do anything. The developers have given you tools to use, and you have used one of the tools incorrectly.

You misunderstand the concept of the memorized invoice. Think of it as 'cut and paste' with word. You placed the invoice 'on the clipboard' so to speak. You memorized it so you can re-use it.

I think QB shold have an option that allows to update the memorized prices to the current prices in your item file.

OK. How would you update 1,000+ of them?

Why in the preferences there is fill in from last transaction. For invoices it will pick up new price information. Of course you do have to start each one manually.

Astounded you won't read the manual

Further astounded that someone who is billing 1,000 (One Thousand) people as a group isn't using some software specifically designed for such group billing rather than a general software package.

Yes, maybe I should get some software designed specifically for a mid-sized company......something that could track thousands of inventory items, customers, or vendors......something that allows lists of one million names and one million items...something that could have up to 20 simultaneous users...something that costs over $3,000.

Hey! That's Quickbooks Enterprise!

And batch update 1000 customer invoices? That's too much, LOL.

Hasta la vista,

V>> It changed the address, but I memorized that, too!

Then stop laughing and start memorizing. If you should take a break from your jovial activities you might want to consider that any company that requires over 1,000 monthly memorized invoices has probably outgrown QB in more ways than one. Not all accounting software can be picked off a shelf at Best Buy.

Could be a modest enterprise.

Clean Towel charge - 1 @ $0.50

Nah, more like, clean golf ball, insert $0.10.

But for once Allan and I agree. If you have a monthly billing of 1,000 invoices at a shot you should be using some special software. It could be something that interfaces to QB and posts them into QB. But no one should begin to think that QB itself is capable of that. QB by itself isn't capable of the contact manager part of that job.

I suspect his business is more like charge for next month on Dirty Debbie Does Stuff $49.95.

There are actually some pretty good subscription management packages out there. Yes, you'll pay a bit for one, but in a years time you have made it up but not hiring another employee to be a data entry clerk.

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