JorgetteG
QuickBooks Team

Other questions

I know it can be a bit of a hassle dealing with the default prompts in QuickBooks when creating invoices, tracemetals. I'll help you turn this off so you can focus on what matters.

 

By default, the system will prompt a message reminding you of available credit whenever you create an invoice for a customer with available credit. You can turn off this reminder by checking the "Do not display this message in the future" option, then select No.

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Additionally, if you'd like to turn off QuickBooks pop-up messages related to updates, you can follow these simple steps:

 

  1. Click edit from the menu.
  2. Select Preferences.
  3. Choose the General section, then the My Preferences tab.
  4. Check "Turn off pop-up messages for products and services."
  5. Hit Ok.

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You may also want to ensure that payments in QuickBooks Desktop are accurate. Check out the process for resolving common issues when applying a payment towards an invoice.

 

If you're interested in sprucing up your reports in QuickBooks Desktop, you might find this article helpful: Customize reports in QuickBooks Desktop. It offers detailed information on personalizing reports to suit your needs.

 

Please let me know if you need further assistance managing your file according to your preference. I'm here to help and will keep this thread open to assist you promptly.