Printer FriendlyThe QuickBooks Billing Setup Window Setup Tab
The following screen elements exist on the QuickBooks Billing Setup window Setup tab:
Option:
Description:
Defaults
AR Account for Invoices
Select the account you want to use for invoices from the AR Account for Invoices drop-down list.
Default (Global) Billing Rate
Select a rate table from the Default (Global) Billing Rate drop-down list if you want to set a default rate table.
Default Payment Terms
Select payment terms from the Default Payment Terms drop-down list if you want to set default payment terms.
Default Billing Basis
Select default billing basis from the Default Billing Basis drop-down list. The default setting is None.
Default Level
Enter a number for the default level in the Default Level field. The default setting is 0.
Invoice Item Description
Get the Invoice Item Description From the
Description Field-- The program populates the
Memo Field-- The program populates the Invoice Item Description field with the contents of the Memo field.
Sales Tax Usage
No Sales Tax
The program does not apply sales tax.
Calculate Tax - Default Clients to Non-Taxable
The program defaults clients to non-taxable.
Calculate Tax - Default Clients to Taxable
The program defaults clients to taxable
Default Tax Rate
This field is available if you select Calculate Tax - Default Clients to Non-Taxable or Calculate Tax - Default Clients to Taxable.
Select a default tax rate from the Default Tax Rate field.
Billing Form
Sent to Billing Sends to
Practice Advantage Invoice-- The Send to Billing button sends billing items to a Practice Advantage invoice.
QuickBooks (Time) and Bills (Expenses)-- The Send to Billing button sends billing items to QuickBooks.
