Invoice Form - Item column and maintenance
Is there a register or form where invoice "Items" can be created and maintained? The only place I can see to get to add or edit those item selections is via the drop-down list in the invoice form. Am I missing something?
Thank you Dave Robinson
Comments
-
Hi @Dave Robinson,
Thank you for reaching out to the Quicken Community!To access that list, please follow these steps:
- Click the Business tab
- Select Business Actions
- Choose Invoices and Estimates
- Click View All Invoice Items
For more information about managing invoice items, please refer to our support article:
I hope this helps!Quicken Carlos
Make sure to sign up for the email digest to see a round up of your top posts.
0 -
As usual, there's more than one way to get to your destination …
Here's another one: If you have Classic Menus enabled, you can select the Business Menu.
Click on or hover on Invoices and Estimates
Click on View all invoice items0 -
Thank you, Carlos,
After I posted the question, I found where you directed me. That often happens. I will have a question, an answer for which I spend a fair amount of time looking for. Then it seems that when I vocalize the question and post it, I will shortly stumble upon the answer, wasting everyone's time.
The info is good, but I was hoping to find a little more detail for record keeping. Something like an inventory control form that does not necessarily track inventory quantities. Something where I might add a cost factor, along with a margin or sell/list price, that would post to the invoice. This feature might lend itself to Reports where a cost/profit picture could be created based upon a customer or overall invoice creation.
This is probably more like something I might find in a higher tier of Quicken [Removed – Third-party software], which is well outside my small cottage business needs and cost overhead.
Thank you for the effort you put into pointing this out to me.
~Dave Robinson~
Quicken user since DOS 1.1 (1983)0
