Manage customers and Income
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With expenses or bills its remember from last time, lots of our sales receipts are the same customer and same product but I need to type it in everytime
Paper invoice
I reconciled a customer payment transaction but I select the wrong invoices, How can I fix it.
Why can't I save or send invoices
Did I pres some button that I should not have by mistake? Other invoices have also turned into "paid". How do I reverse this
It's showing a tally of everything that has been deposited through PayPal in QBO. QBO shows a figure that isn't what is actually my PayPal balance
I need to add a line item for reimbursement of mileage costs (at a pre-agreed rate) to my company invoice. I have already set up my staff member's reimbursement account in expenses (which will be the same amount as I am claiming from the client) so this is a 'cost of sale'. Also, the staff member will not charge GST, however we charge the client GST so do I include GST in either or both transactions? I am meeting with our accountant later in the week but want to send this out today, so hoping someone might have some quick advice.
I recently cancelled my subscription by accident. Re subscribed and now I can't send invoices
Hi, Hoping for some advice on the best (and easiest) way to match sales receipts to bank deposits where fees have been deducted.For example - one direct deposit from GoCardless may contain a single or multiple transactions from customers. I want the sales receipt to reflect the full amount ($35) and deduct the fee ($0.35) to reflect the deposit of $34.65. This works OK if there are multiple transactions that are higher in value than the lowest amount of the sales receipt. If there is only one payment of $34.65, the sales receipt of $35 will not show on the list to match. Is there a way to edit the sales receipt by adding a line and allocating the fee to an expense code rather than a product/service?Or is there a better way than what I am doing?For reference - Generally I bulk update using a third party app into sales receipts/undeposited funds. If there is only a few transactions I will enter manually.Thanks, Kari
