Manage customers and Income
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edited description does not update in receipts screen.
HOW AND WHY IS MY ACCOUNT NOT ACTIVE IVE HAD TO DEAL ALOT OF BS FROM YOU GUYS AND LOST MY INVOICES AND CHARGE ME TO MUCH EXPLAIN ASAP
I have a question that I would absolutely love some advice on with our QB Online. We purchase a lot of computers for our clients. Desktops, laptops, servers, etc. It's very common for us to purchase multiple of the exact same computers for different clients. So we'll see several credit card charges for the same amount b/c we ordered the exact same laptop 4 times. We make the purchase on our credit card and invoice the client (with our markup). The problem we're having is that we are looking for a way to associate a credit card transaction with a particular invoice. Right now, we have a manual process, which isn't pretty. With so many similar transactions, it's easy to make mistakes. I'm looking for a way to assign or associate a particular credit card charge to a customer or invoice. The goal here is to make sure all of these credit card charges are actually getting billed. Does anyone have ideas here? I would
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Hi, When I go into my Sales Transactions report, I can see a list of all the INVOICES (Type as 'Invoice') I have generated, the amounts and the status as PAID (these are all +). Yet under all of that there are duplicates of most of the invoices, however with the Type as 'Payment' and status as CLOSED. This has messed up my cashflow as there are a lot of duplicates as mentioned above. Do I need to remove one of them? How do I do this? I also always 'receive' the payment in the invoicing section once the payment has hit my account. Thank you for your help.
We just found an old reciept that we missed entering in previous BAS period. Is there a way to journal it in so it is configured in the next BAS or do I have to go back and adjust previous BAS with this expense in it?
I have completed an invoice by mistake and should have been a quote, how do I change this
I created an invoice and send to my client and then I fund a mistakes need to be change and then I‘m going to the edit page for that invoice but I can not change the quantity and price .
Sent feedback. Also posting this here so other people who may have the same issue can also send feedback
I run a travel and tourism business and I'm wondering what is the best way to use quotes and invoices? Our customers book for a tour and pay a deposit up to 12 months in advance and then pay the balance of tour costs about 2 months before the tour. Currently when they book I issue an invoice for the full tour costs, and record a partial payment when they pay their deposit. The problem with this is that I record the income on the date of the invoice which can be months and months before the actual tour operates and it can really skew P&L etc. Would I be better to issue an invoice for the deposit only and a quote for the balance of the tour costs that I then convert to an invoice when the customer is due to pay? Is there another option I am not aware of? Thanks!
