Manage customers and Income
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I had thought of using Custom Fields but that requires remembering to enter the information and the practitioner won't remember to do this.
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A Standard User with limited access to 'Customers and Suppliers' can still access a lot of financial information about a business. This is not suitable for businesses who have general retail staff who only need to be able to make sales and order stock etc but DO NOT need to know all the financial details of the business
We want to be able to add detail to the custom fields when completing an invoice on the app. We use it as a search option, similar to the new 'tag' system that is now in QB.
My company only supplies products. Yet I keep seeing service date heading in the quotation. This service date heading is not something i need. I tried customizing the form yet it keeps opening up the same template. How does one make only the preferred template to show up?
How is this done. Everything I have read does not work. There is no box to tick to display customer ABN. Would anyone know ??
A client who has made a loan to my company, as advance payment of invoices. The first invoice has now been produced. How do I convert part of the loan as payment of the first invoice?
I need to manually record ebay fees against a payment invoice.How do i do that?
I am needing some support. I have one code that i have been using which has a cost of 100.14 per unit. It has suddenly been changing on me where if i do 0.25 as the quantity, it will change it to 100.16 or if i change it to 1.75 it will change the price to [removed] or something along those lines. I have looked in settings and attempted to delete the product and costing code and put it in again however it is still doing it. I have to save each invoice to see if the software has changed it and then minus the cost in a new line... quite frustration so any technical support would be awesome! Thanks
What's the best way for employees to enter receipts into QB?
Need to add a asset
I can no find an older quote I need to convert to an invoice
I've tried entering the client in multiple times but they still don't receive the invoice
Hello, I'd like to add weekly late fees to my invoices, I've looked at the instructions online and it says this setting is under Accounts & Settings > Sales but I don't have that option.I would also like to be able to add credits to my customers' accounts where needed.Thanks!
I have a customer, lets call her Jane Smith. Jane's email is xxxxxxxxx@xxxxx.xxxJane's invoices go to the above email address and are received by Jane.I have set up automatic payment reminders. Jane's payment reminders go to my personal email address (not linked to QBO in any way that I can see).My email address doesn't seem to be anywhere in Jane's customer file. I can't even find it anywhere in QBO. Unable to see anything related in settings.Can anyone shed some light?
