newbie QBKS Pro 2008

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Subject Author Date newbie QBKS Pro 2008 Frank l 01-22-2008  Re: newbie QBKS Pro 2008 QBConsultant 01-23-2008  Re: newbie QBKS Pro 2008 Frank l 01-23-2008  Re: newbie QBKS Pro 2008 QBConsultant 01-26-2008  Re: newbie QBKS Pro 2008 Laura 01-26-2008  Re: newbie QBKS Pro 2008 Frank l 01-27-2008  Re: newbie QBKS Pro 2008 Karl 01-23-2008
Posted by Frank l on January 22, 2008, 9:58 pm Please log in for more thread options Hi-I want to send the same identical invoice to 56 active customers. Anyway to automate this? Thanks Frank Posted by QBConsultant on January 23, 2008, 9:26 am Please log in for more thread options > Hi-I want to send the same identical invoice to 56 active customers. Anywa= y > to automate this? > Thanks > Frank Create the first invoice and memorize it (edit, memorize invoice). Then go into Lists, Memorized Transactions, select the invoice, change the customer and save. Repeat 50+ more times! Michelle L. Long, CPA, MBA www.MLongConsulting.com Author of: Successful QuickBooks Consulting: The Complete Guide to Starting and Growing a QuickBooks Consulting Business ( www.SuccessfulQuickBooksConsulting.com) or (www.amazon.com) Advanced Certified QuickBooks ProAdvisor Member of Intuit's Certified Trainer Network Posted by Frank l on January 23, 2008, 8:34 pm Please log in for more thread options Thanks, but I meant like a "mail merge" type of action for lack of a better example. Everyone gets an assessment, I make/memorize whatever the invoice, then I select my list (data list of customers who get this) and merge, presto 50 invoices addressed accordingly. Why is this so difficult? I know I can do it one at a time. Thanks for replying I appreciate it. Frank > Hi-I want to send the same identical invoice to 56 active customers. > Anyway > to automate this? > Thanks > Frank Create the first invoice and memorize it (edit, memorize invoice). Then go into Lists, Memorized Transactions, select the invoice, change the customer and save. Repeat 50+ more times! Michelle L. Long, CPA, MBA www.MLongConsulting.com Author of: Successful QuickBooks Consulting: The Complete Guide to Starting and Growing a QuickBooks Consulting Business ( www.SuccessfulQuickBooksConsulting.com) or (www.amazon.com) Advanced Certified QuickBooks ProAdvisor Member of Intuit's Certified Trainer Network Posted by QBConsultant on January 26, 2008, 9:27 pm Please log in for more thread options > Thanks, but I meant like a "mail merge" type of action for lack of a bette= r > example. > Everyone gets an assessment, I make/memorize whatever the invoice, then I > select my list (data list of customers who get this) and merge, presto 50 > invoices addressed accordingly. Why is this so difficult? I know I can do = it > one at a time. > Thanks for replying I appreciate it. > Frank > > > > > Hi-I want to send the same identical invoice to 56 active customers. > > Anyway > > to automate this? > > Thanks > > Frank > > Create the first invoice and memorize it (edit, memorize invoice). > Then go into Lists, Memorized Transactions, select the invoice, change > the customer and save. =A0Repeat 50+ more times! > > Michelle L. Long, CPA, MBAwww.MLongConsulting.com > Author of: =A0Successful QuickBooks Consulting: =A0The Complete Guide to > Starting and Growing a QuickBooks Consulting Business > (www.SuccessfulQuickBooksConsulting.com) or (www.amazon.com) > Advanced Certified QuickBooks ProAdvisor > Member of Intuit's Certified Trainer Network You can check to see if there is a 3rd party add-on that will meet your needs. Go to accountant.intuit.com to search thousands of 3rd part apps. Michelle L. Long, CPA, MBA www.MLongConsulting.com Author of: Successful QuickBooks Consulting: The Complete Guide to Starting and Growing a QuickBooks Consulting Business ( www.SuccessfulQuickBooksConsulting.com) or (www.amazon.com) Advanced Certified QuickBooks ProAdvisor Member of Intuit's Certified Trainer Network Posted by Laura on January 26, 2008, 9:36 pm Please log in for more thread options > Thanks, but I meant like a "mail merge" type of action for lack of a > better > example. > Everyone gets an assessment, I make/memorize whatever the invoice, then I > select my list (data list of customers who get this) and merge, presto 50 > invoices addressed accordingly. Why is this so difficult? I know I can do > it > one at a time. > Thanks for replying I appreciate it. > Frank > > > > > Hi-I want to send the same identical invoice to 56 active customers. > > Anyway > > to automate this? > > Thanks > > Frank > > Create the first invoice and memorize it (edit, memorize invoice). > Then go into Lists, Memorized Transactions, select the invoice, change > the customer and save. Repeat 50+ more times! > > Michelle L. Long, CPA, MBAwww.MLongConsulting.com > Author of: Successful QuickBooks Consulting: The Complete Guide to > Starting and Growing a QuickBooks Consulting Business > (www.SuccessfulQuickBooksConsulting.com) or (www.amazon.com) > Advanced Certified QuickBooks ProAdvisor > Member of Intuit's Certified Trainer Network >You can check to see if there is a 3rd party add-on that will meet >your needs. Go to accountant.intuit.com to search thousands of 3rd >part apps. Check out Big Red Consulting's BRC Batch Invoicer: http://www.bigredconsulting.com/tools_for_quickbooks.htm It might be what you are looking for. Similar Threads Posted Please help QB newbie get off on the right foot July 3, 2006, 10:41 pm Slightly newbie - Help? June 25, 2008, 2:35 pm Basic newbie question June 27, 2008, 5:44 pm Newbie undeposited funds question February 18, 2008, 10:04 pm Newbie Q? - How to interact with accounts "outside of the quickbooks world"? March 21, 2007, 1:01 am Import Qbks Acctountant version 2002 November 27, 2007, 8:19 pm Looking to locate current QBks files for independent backup March 10, 2008, 12:14 am QuickBooks 2008 Remote Applciation Publishing & Windows Server 2008 STD x64 July 7, 2008, 6:23 pm QB Pro 2008 + Norton Internet Security 2008 etc.. March 20, 2008, 3:11 pm Can I open a QB 2008 Premiere file in QB Pro 2008? March 7, 2009, 9:22 pm