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| + | #REDIRECT [[Create Event Invoices Using the Task List (CQI Legacy Billing)]] |
| − | <div style="text-align: left;">[[QuickBooks_Billing-TableOfContents|Table of Contents]] | [[QuickBooks_Billing-Create_event_invoices_from_within_the_Events_mod|Previous]] | [[QuickBooks_Billing-Create_One-time_Invoices|Next]] | [[QuickBooks_Billing-Index|Index]]</div>
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| + | __NOINDEX__ |
| − | <span>[[QuickBooks_Billing-Create_Event_Invoices|Create Event Invoices ]]</span> : <span>[[QuickBooks_Billing-Create_Event_Invoices_2|Create Event Invoices]]</span> : Create event invoices using the Task List</div>
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| − | <div style="color: #808080; font-family: Cambria; font-size: 14pt; margin-left: 18pt;"><span id="wwpID0E0MR0HA"><br />Create event invoices using the Task List</span></div>
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| − | <div style="color: #5F497A; font-family: Calibri; font-size: 9pt; margin-bottom: 12pt; margin-left: 18pt;"><span id="wwpID0E0LR0HA">You may also create event invoices and sales receipts by clicking the </span><span style="font-weight: bold;">Event Invoices</span> tab after selecting the <span style="font-weight: bold;">QuickBooks</span> module in the left-hand menu bar.</div>
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| − | <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">1. </div></td>
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| − | <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0KR0HA">Click </span><span style="font-weight: bold;">QB Invoices</span> in the <span style="font-weight: bold;">Task List</span>. </div></td>
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| − | <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 18pt; text-align: justify;"><span id="wwpID0E0JR0HA">[[Image:QuickBooks_Billing-Create_event_invoices_using_the_Task_List-QuickBooks.1.066.1.jpg]]</span></div>
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| − | <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span style="font-size: 10pt;"><span id="wwpID0E0IR0HA">Figure 8-6</span></span> QB Invoices appear on Task List</div>
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| − | <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">2. </div></td>
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| − | <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0HR0HA">Click </span><span style="font-weight: bold;">Create Invoices</span> in the <span style="font-weight: bold;">Action</span> column of the row of the desired event.</div></td>
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| − | </tr>
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| − | </table>
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| − | <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 18pt; text-align: justify;"><span id="wwpID0E0GR0HA">[[Image:QuickBooks_Billing-Create_event_invoices_using_the_Task_List-QuickBooks.1.066.2.jpg]]</span></div>
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| − | <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span style="font-size: 10pt;"><span id="wwpID0E0FR0HA">Figure 8-7</span></span> Create pending invoices</div>
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| − | <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">3. </div></td>
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| − | <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0ER0HA">Click the </span><span style="font-weight: bold;">Account</span> tab.</div></td>
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| − | <div style="margin-left: 18pt;">
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| − | <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">4. </div></td>
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| − | <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0DR0HA">Select desired </span><span style="font-weight: bold;">Invoice Options</span>.</div></td>
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| − | <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 18pt; text-align: justify;"><span id="wwpID0E0CR0HA">[[Image:QuickBooks_Billing-Create_event_invoices_using_the_Task_List-QuickBooks.1.066.3.jpg]]</span></div>
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| − | <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span style="font-size: 10pt;"><span id="wwpID0E0BR0HA">Figure 8-8</span></span> Invoice options</div>
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| − | <div style="color: #5F497A; font-family: Calibri; font-size: 9pt; margin-bottom: 12pt; margin-left: 36pt;"><span id="wwpID0E0AR0HA">If registration is accepted for individuals that are not chamber members, invoices may also be generated if desired. Two invoice creation options for non-member are available: create a new QuickBooks customer for each non-member participant or assign non-member invoices to a single QuickBooks customer. </span></div>
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| − | <div style="color: #5F497A; font-family: Calibri; font-size: 9pt; margin-bottom: 12pt; margin-left: 36pt;"><span id="wwpID0E06Q0HA">Select your Preferred Billing Contact – either the Member Billing Rep (if available) or the Registrant.</span></div>
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| − | <div style="color: #5F497A; font-family: Calibri; font-size: 9pt; margin-bottom: 12pt; margin-left: 36pt;"><span id="wwpID0E05Q0HA">Select the desired Line Item Description that will display on the invoice.</span></div>
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| − | <div style="color: #5F497A; font-family: Calibri; font-size: 9pt; margin-bottom: 12pt; margin-left: 36pt;"><span id="wwpID0E04Q0HA">[[Image:QuickBooks_Billing-Create_event_invoices_using_the_Task_List-QuickBooks.1.066.4.jpg]] </span></div>
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| − | <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">5. </div></td>
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| − | <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E03Q0HA">Click </span><span style="font-weight: bold;">Create Invoices Now</span>. [[Image:QuickBooks_Billing-Create_event_invoices_using_the_Task_List-QuickBooks.1.066.5.jpg]]</div></td>
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| − | </tr>
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| − | <div style="color: #5F497A; font-family: Calibri; font-size: 9pt; margin-bottom: 12pt; margin-left: 18pt;"><span id="wwpID0E02Q0HA">If the </span><span style="font-weight: bold;">Create Invoices Now</span> button is not available (dimmed out), you may need to verify your QuickBooks connection. This may be done at the top of the <span style="font-weight: bold;">Event Invoices</span> tab or by selecting <span style="font-weight: bold;">QuickBooks Connection Settings</span> in the <span style="font-weight: bold;">Setup</span> module.</div>
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| − | <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 18pt; text-align: justify;"><span id="wwpID0E01Q0HA">[[Image:QuickBooks_Billing-Create_event_invoices_using_the_Task_List-QuickBooks.1.066.6.jpg]]</span></div>
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| − | <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span style="font-size: 10pt;"><span id="wwpID0E0ZQ0HA">Figure 8-9</span></span> Create Invoices</div>
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| − | <div style="color: #5F497A; font-family: Calibri; font-size: 9pt; margin-bottom: 12pt; margin-left: 18pt;"><span id="wwpID0E0YQ0HA">If you are using QuickBooks 2006 or earlier, the invoice distribution method will be automatically set as “To be printed”, even though the Output column will not be displayed. This selection may be modified for each invoice after creation in QuickBooks. </span></div>
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| − | <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">6. </div></td>
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| − | <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0XQ0HA">Invoice and Sales Receipt creation begins. Click </span><span style="font-weight: bold;">Refresh every 5 seconds</span> to automatically view on-going progress. </div></td>
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| − | <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 18pt; text-align: justify;"><span id="wwpID0E0WQ0HA">[[Image:QuickBooks_Billing-Create_event_invoices_using_the_Task_List-QuickBooks.1.066.7.jpg]]</span></div>
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| − | <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span style="font-size: 10pt;"><span id="wwpID0E0VQ0HA">Figure 8-10</span></span> Invoice status</div>
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| − | <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">7. </div></td>
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| − | <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0UQ0HA">Click </span><span style="font-weight: bold;">Finish</span>.</div></td>
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| − | <div style="color: #5F497A; font-family: Calibri; font-size: 9pt; margin-bottom: 12pt; margin-left: 36pt;"><span id="wwpID0E0TQ0HA">In many versions of QuickBooks you may print the batch of invoices by clicking Invoices. Then click the Print drop-down arrow [[Image:QuickBooks_Billing-Create_event_invoices_using_the_Task_List-QuickBooks.1.066.8.jpg]]. Click Print Batch. Those queued to print are invoices that were marked as “To be Printed.”</span></div>
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| − | <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E0SQ0HA">These invoices now exist in QuickBooks and are marked to be printed for those with QuickBooks 2006 or earlier. Users of QuickBooks 2007 or higher had the opportunity to select the desired invoice distribution method in step 4. You may view, print and distribute them in QuickBooks according to standard QuickBooks procedures.</span></div>
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