Manage customers and Income
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Pressing the back button often quits the app which then takes a while to reload after closing. Bank transactions don't update for days even after using the refresh button. Receipts don't match to outgoing transactions even though the dollar amounts match. Tax is calculated incorrectly frequently. Areas of the app don't open when pressed, they just flash as if they will open but never do. Running on a Samsung Galaxy Fold Z2
We have a parent customer with several sub-customers. We have individual invoices for each of the sub-customers which are sent to the parent customer. But the parent customer has requested that each invoice is issued in their name and not the individual sub-customers. How do we do that?
client runs two different types of work within one data file. C an we separate these with Jobs or locations to get two separate P
As in when I want to access invoices, there is a search option. This doesn't seem to exist for quotes. I'd like to be able to scroll through them by reference number.
1 review in banking. One amount liked to invoice, the other to be a credit/overpayment to show on customer account
How to export your receipt naps from one account to another?
The last 2 invoices I've created have stated paid when the due date hasn't even arrived and I also haven't sent it or declared that I've been paid for them. I have one in the process for the week (I put in the days jobs as I go and send at the end of the week in whole). The due date isn't until tomorrow, I haven't sent it yet and it's already saying paid? What am I doing wrong? I've done it the same way all along and never had a problem before? Thank you
all my invoices and quotes sent all rite up untill 3 weeks ago now they dont receive them
when checking the invoice activity response ie sent invoice and then viewed section of invoice the viewed date always shows a day ahead of the sent date
where do i check sent invoices and reminder emails
it appears to be going to my clients emails, but it is not showing up on my sent email file - only says from xxxxxxxxxx@xxxxxxxxxxxx.xxxxxx.xxx
I am having a bit of trouble with QB syncing billable expenses with Invoices. Presently, the invoice is created in a software we use named ConnectWise. The invoice is then synced with QB. As transactions come into our bank feed, I associate all billable expenses with the customer. This process does not seem to be working for me. If I open an invoice that has been synced into QB, off to the side I will see that billable expense that is waiting to be added. However, the expense is already listed on the invoice. This would create a duplicate charge or if left alone would just continue to float around in QB. How can I have QB recognize that the billable expense is already listed in the imported invoice?
I couldn't find this answered anywhere. I have my invoices set to inclusive of GST yet when I print an invoice my shipping is printed as exclusive of GST, is this a problem that others have and what is your workaround? I asked support and they said this working as designed, I'm just a bit confused . Sandra
