How do I change invoice category rates?

Stuart Schmitt
Stuart Schmitt Member ✭✭✭

How do I change invoice category rates?

Answers

  • Stuart Schmitt
    Stuart Schmitt Member ✭✭✭

    Ment to say: "How do I change invoice category item rates?"

  • UKR
    UKR Quicken Windows Subscription SuperUser ✭✭✭✭✭

    Are you talking about Invoice Line Items which you have predefined for use with Customer Invoices?

    If so, go to View all invoice line items via the Business tab / Business Actions button / Invoices and estimates

    From the popup list of all invoice items select the one you need to change, click Edit and you'll get this, for example:

    Change the Per item rate. Click OK when done and select the next item to change.

  • Stuart Schmitt
    Stuart Schmitt Member ✭✭✭

    I don't have a "Business" tab on my quicken "Home & Business". The main tabs are "File, Edit, View, Tools, Mobile&Web, Reports, Help". Where do I find the "Business" tab? Thanks for all your help. Stu

  • Greg_the_Geek
    Greg_the_Geek Quicken Windows Subscription SuperUser ✭✭✭✭✭

    From Quicken —> View —> Tabs to show —> Business

    Quicken Subscription HBRP - Windows 10
  • Stuart Schmitt
    Stuart Schmitt Member ✭✭✭

    I selected "Business" in tabs to show. It was not checked. Business still does not show up on the main tab bar. What to do now?

  • UKR
    UKR Quicken Windows Subscription SuperUser ✭✭✭✭✭

    Check to see if under the View Menu the item "Classic Menus" has a checkmark. If not, click it and see if that helps.

  • Stuart Schmitt
    Stuart Schmitt Member ✭✭✭

    YEA! Finally got the item price updates done. Thanks for all your help. Don't know how all those things got changed. Oops, my son has been on my computer doing invoices. Stu

  • UKR
    UKR Quicken Windows Subscription SuperUser ✭✭✭✭✭

    Your son probably figured out the alternate way of accessing the Edit Line Item dialog: from the Customer Invoices data entry dialog. Click the pulldown field marked in red and take it from there:

    Glad you got everything working.

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