CCRQInvoice

CCRQInvoice is a QuickBooks Compatible Software application that work directly with your QuickBooks® invoice data to provide features not available in QuickBooks® itself, including:

• Total/Extended Weight: QuickBooks does not provide a means for automatically calculating the total weight of items included in an invoice, sales order or estimate. By using CCRQInvoice you can establish a unit weight for each item in inventory and have the program calculate the extended weight (unit weight multiplied by the order quantity) per order detail as well as the total weight per order, prior to printing the invoice.

• Total Quantity Ordered: Some businesses need to include a total of the “Quantity” column on the invoice. It seems like a simple task, but QuickBooks does not provide this as a field to add to your invoice template. CCRQInvoice allows you to add a sum of the quantity column to the invoice.

• Custom Column Totals: You can create a total (with subtotals) of any column that you add to an order that is based on “custom fields”.

• Sort Order Details: QuickBooks will print order details in the sequence that you enter them in. There are times when this is not satisfactory – you may need to sort the details by a field like the item ID to make the order easier to pick in the warehouse, or to match a customer’s requirements. Unfortunately, QuickBooks does not provide a means by which you can easily rearrange the order of the details. CCRQInvoice helps by providing an option to sort the details based on the item ID, order line description, or on a custom field. Please note that there are some restrictions, as described in detail later.

• Modify how Rates and Quantities are Calculated: QuickBooks calculates the extended amount on a detail line using the formula Quantity X Rate = Amount. No provisions are made for alternate calculations. CCRQInvoice provides you with a number of ways to modify this:

o Multiplied Rate: You can alter the rate by having it be the product of the “original” rate and a value from another column.

o Volume Calculations: The quantity can be determined by the product of three custom fields – so you can enter (for example) the height, length and width and have it calculate the quantity.

o Quantity as a Difference: You can have the quantity calculated as the difference between two columns – such as calculating the weight as being the difference between the gross and tare weights.

• Alternate Form Printing Capabilities: QuickBooks uses its own form editor for estimates, sales orders and invoices. It is simple to use, but there are a number of things that you cannot do in QuickBooks when printing your orders. CCRQInvoice provides you with an alternate form editor and printing system that lets you do a number of additional things, such as:{ XE "Form Printing"}{ XE "Print Invoice " \t "See Form Printing"}{ XE "Invoice" \t "See Form Printing"}

o The ability to print orders with totals showing only on the last page (QuickBooks uses the same template for each page of a multi-page order).

o The ability to print a batch of orders and to sort them in any order you wish.

CCRQInvoice is a QuickBooks Compatible Software application that will work with the US edition of QuickBooks® Pro or Premier, 2006 version or later, or QuickBooks® Enterprise version 6.0 or later. It works closely with QuickBooks® data files without having to synchronize your data with an external application. This application achieved a score of 9.2 (out of 10) in a customer satisfaction survey conducted by Intuit.

Certain versions of the Canadian and UK Premier editions of QuickBooks® are also supported, with some restrictions. See the Installation chapter for details.

When you first install the application on a computer it will allow you to access all features on a trial basis – for 30 days. After that trial period you can license the program for a very low fee.

Please note the following restrictions:

• For many of the calculations you must have room for a number of “custom fields” in the item list and/or the customer list. QuickBooks has limits to the number of custom fields that these lists can accommodate, so you should check to see if you have enough available to use for the particular feature you are interested in. QuickBooks has limits to the number of custom fields that these lists can accommodate.

• If you are sorting an order, items within a group will not be sorted.

• Sorting may not work correctly if you add a sales tax item in the body of the invoice.

• If you are sorting an order and you are using the unit of measure feature of QuickBooks, sorting will set the units back to the base unit of measure if you have a 2007 version of QuickBooks or older. If you have the 2008 or newer version of QuickBooks then units of measure are preserved.

CCRSoftware is the software development division of Computer Consulting Resources and is a Gold Developer member of the Intuit Developer Network, specializing in developing software products that work closely with your QuickBooks® data files. CCRQInvoice is based on our long experience (over 25 years) of working with accounting and inventory software for small businesses.