Question

Kelsey is an attorney who invoices for one type of service (Legal Service Fees), adding a custom description for each customer. How does she set this up in QuickBooks

Answer:   A. She creates a separate service item for each customer in the Item List. B. She sets the service item up in the Preferences window. C. She sets up the new item on the Additional Info tab for each customer. D. She creates one service item in the Item List and leaves the Description field blank.

Answer 1

Adding a custom description in each customer invoice:

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Correct answer: D. She creates one service item in the Item List and leaves the Description field blank.

Explanation:

Kelsey is an attorney and is providing service to clients. She is raising invoices for services and the description for each invoice needs to be containing a different description.

Option A: Incorrect. If she exercises this option she will need to create service items for all customers which shall be repetitive and time-consuming.

Option B: Incorrect. This option shall not bring the desired outcome as well.

Option C: Incorrect. Adding new item on an additional tab will also be repetitive and time-consuming.

Option D: Correct. She creates one service item in the Item List and leaves the Description field blank. This is the right way as she will need to create a service item only once and she can add a unique description each time she needs to add a custom description.