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Credit balance is not taken into account when customer pays a reduced amount to compensate for credit
After recently transitioning to QuickBooks Online Advanced, like many other business from reading the online forums, we are shocked and fustrated that we are unable to properly customise many forms generated by QBs to send to our customers/suppliers. And just like many other businesses, we need to include very specific information on our different forms that the Custom Form Styles tool just doesn't allow for. The missing information aside, we feel that the forms do not look as professional as they could and should. Going from QuickBooks Desktop to Online has felt like a downgrade in this respect due to the lack of customiseability of the forms. So I thought I would ask the community what everyone has done as an alternative. Any apps you have come across that integrate nicely into QuickBooks Online? Anyother packages you use in your business to convert the QB generated forms into custom form templates automatically? Other than having to re-write all entered i
Hello, I want to create a project that can have multiple customers associated with it. We have an award scheme that we want to track but obviously there are many participants. So we need to have the invoices linked to the customer, but have the income show up in the same project. Is there a way of doing this in QB?
I have noticed that QBO has limit of amounts it can take with a maximum of 1 less than 100 Billion.What would be the workaround for this and is there a setting that can be changed?
eg, in this case, a client has paid the same invoice twice.
monies come from Council in payment £228.93 for 9 customers £311.13 (all invoices processed) and 1 customer refund to council of £82.20 (processed as cr note). I go to bank feed can allocate the 9 customers monies received, but cannot work out how to allocated the refund/cr note?
Customers can pay by Paypal or shopify payments. All paypal payments made in different currencies are showing as the correct amount but in GBP instead of USD for example. One customer was 22,000 japanese yen and shows in the account as £22,000 instead of approx £165
I am using Quickbooks UK on multicurrency mode and can't connect a Santander Corporate USD account properly. It doesn't allow me to select a different currency while adding this account on and defaults to GBP...
Can the Self Employed Mobile App be used for mileage on two separate phones tied to one account at the same time?
I've noticed recently that in a transaction window if multiple attachments are opened, they do not open in separate (Chrome) browser tabs. Before it used to work fine and each attachment would open in separate tabs so that one could view multiple attachments when opened.
Good evening Does anyone know which APP can import foreign currency supplier credit notes from a csv or excel file please ? (QB tool does not allow it in foreign currency) . Thank you
We have tried to move from QB Desktop UK Premier 2019 to Quickbooks Online using MoveMyBooks. When we start the data transfer we are getting the attached error: OutofRange Exception: No Currency mapping for countryCode 'KE'. Move my books said they can not assist because we are outside UK,Ireland etc. as attached on their email. How can we then move our data and transactions.
Hi I have created a custom field which I want to delete. However, I understand you cannot delete a custom field once created, so you have to follow the instructions below so that it doesn't show up on the customer invoice layout. Unfortunately, these instructions appear not to work: THE INSTRUCTIONS I HAVE FOUND... If you want to delete the custom fields in an invoice, then that option is unavailable. However, you can remove them from your invoice. Here's how:Open or create an invoice.Tick the Gear icon beside the Help menu.Uncheck the custom fields you want to remove in your invoice.If you need to remove custom fields on the other sales forms, we can go to the Custom form styles page. Here's how:Go to the Gear icon on the top menu.Choose Custom form styles under Your Company.Tick Edit on the form template you want to change.Tap Content.Select the Header part in the sample form.Under Display, click the Custom field link.Remove the checkmark on it.Press Do
Hope this is in the correct section - apologies not.Does anyone else using QBSE burn through their mobile data when tracking their mileage? For example my latest trip- 35 minutes (17 miles) used 260mb of my mobile data…! Surely this can’t be right?!!
I understand that all reports are in the home currency, but there are times when I need a report in the transaction currency. If the transaction currency filed was available to select then the conversion could be calculated.
Hello, I would like to use custom made tax invoice/ invoice forms.Then, I would like to know if I use custom continuous paper forms to print through QuickBooks Online, can they be used together?Is there any special setting required to print out that matches the form?
HiStill quite new to QB. I need to create a new version of the QBO for our business - then import the files from our current QBO. However I need to filter out certain historical transactions not needed in our new QBO. How easy is it to do this - do you end up not being able to see the wood for the trees...? There will be so many transactions. Also, the history in the new QBO only needs to go back a couple of years - but possibly retain the history (going right back) for certain customers / suppliers or parts of the Balance sheet etcHas anyone experienced the lessons learnt from such an exercise - if so, be interested to hear about your experiences! Many Thanks
