We can take some troubleshooting steps to ensure that your terms are correctly applied to your invoices, @hansae13.
To help you resolve this and ensure your invoicing processes run smoothly, we can take a closer look at your company file using the Verify and Rebuild Data tools.
This helps resolve common issues in your company file that can prevent you from entering terms when creating invoices in QuickBooks Desktop (QBDT). I recommended running it three times to enhance data integrity.
Before we begin the troubleshooting steps, create a backup copy of your company file to prevent potential losses due to unforeseen circumstances.
Now, here's how to verify your company data:
- Proceed to the Window tab, then Close All.
- Click on File and select Utilities.
- Choose Verify Data. Hit OK.
After that, follow these steps to rebuild your company data:
- Go to the File menu, then choose Utilities.
- Select Rebuild Data. QuickBooks will prompt you to do a backup before rebuilding your company file. Pick OK.
- Save your backup, and OK.
- When the Rebuild has completed message appears, hit OK.
If you need guidance on managing customer transactions including recording payments, feel free to use these resources to help you navigate the steps:
I am always here to help you if you have further questions about managing the transactions in QBDT. Please click the Reply button below, and I will be more than happy to get back to you.
