degoodwin
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Can I assign different invoice templates to different customers in Quickbooks Pro 2009?
I have QB09Pro. I have a company with 3 offices in 3 different locations. I want to do all the invoicing from one main office, but I want the invoices for the different locations to have different templates from each other. For instance, I have an office in NJ and I want the invoices for NJ customers to go out with a NJ address for remittance. I also have a PA office and want to do the same. I also have a VA office and want the same for it. I dont mind going thru each customer and selecting which invoice template to use the first time, but if I have to check the invoice template with EVERY invoice to make sure it matched up, I will be better off running 3 sets of books and just letting my accountant deal with the mess of putting them all together.
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There is no setting in QuickBooks to allow for setting up a template per user. The program automatically, when working correctly, uses the last invoiced tempalte saved as the default template for the next invoice.
Yes, there is no per customer:job setting (I was aware of that). What I was not (am not) certain about is if "recall the last invoice per customer:job" might bring along that template with it.
If not, after testing, I would recommend taking a hard look at using the "ship to" field as a much preferable workaround to have 3 separate ledgers to consolidate. ... Thinkpads_User
If not, after testing, I would recommend taking a hard look at using the "ship to" field as a much preferable workaround to have 3 separate ledgers to consolidate. ... Thinkpads_User
Since you won't be able to save a template per customer why not try using classes? You could set up a class for each location, then assign each customer of that location to that class. You can even set the program up to prombted for a class if one isn't assigned to help keep new customers from falling through the cracks.
ASKER
While the solution is a good workaround it really isnt a great solution, but that is simply a function of quickbooks not having the ability to do what i wanted.
Thank you. I realize that limitation in QuickBooks and I know my workaround solution isn't ideal, but that is about all we have at this time. Thanks again. .. Thinkpads_User
I would not recommend you run 3 sets of books. The cost for an accountant to put it together may be higher than the relatively minor penalty of remembering to pull down the correct template. Try the test above and check the results.
If you do not achieve what you wish above, and if you don't require a separate shipping address, a workaround is to put the remittance address in the shipping address. That is unique by customer:job and would only have to be done once. ... Thinkpads_User