If you enter statement charges automatically, you can add new customers to the memorized transaction group that you originally set up to enter the statement charges.
- For each new customer, enter the statement charges that you want QuickBooks to enter automatically.
- Memorize the statement charges, and add them to the memorized transaction group.
- In the A/R or customer register, select the statement charge.
- Go to the Edit menu and click Memorize Stmt Charge.
- Click With Transactions in Group.
- Click the Group Name drop-down list and choose the memorized transaction group you want to add the customer to.
- Click OK.
- When you have memorized all the new statement charges, delete them from the register.
- In the A/R or customer register, select the statement charge.
- Go to the Edit menu and click Delete Stmt Charge.
- Click OK to confirm that you want to delete the statement charge.
Why delete the charges? When you use the memorized transaction group, QuickBooks re-enters the charges. If you leave the original charges in the register, the next time you print billing statements, the charges will appear twice.
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