Manage Customers and income
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In Freeagent I can set an option to Send an invoice (non recurring) on a specified calendar date in the future, this can be handy in certain situations if I want to create an invoice, schedule and forget about it. I cant seem to find how to do this in QBO?
I know its possible to set custom transation numbers (https://quickbooks.intuit.com/learn-support/en-ie/help-article/customise-forms/change-invoice-number-sales-forms/L9KLFfphX_IE_en_IE) in QBO but it seems to be global across all customer. My old format in Freeagent was per customer. Does QBO support this basic feature?
Good eveningMy client wants to send a single advice/statement and I'm not sure how she can do this.We have determined 4 steps to record the accounting in Quickbooks:1. Invoice the total amount to be received2. Receive the incoming funds3. Bill the client for 2 sets of commissions4. Pay the 2 sets of commissionsHer single statement to the person paying would include calculations on how the amount was arrived at. I suggested she use the Estimate function but she says it's actual and not an estimate. Is there some way we can produce a single statement from Quickbooks Online? Thanks for your help.
I have refund receipt but I cannot enter that because its not a refund transaction. just a return where we set off from the credit invoice
How can we use E-Invoicing by QB?
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I have more details for each items to set whet invoicing where I need extra columns to add as barcode, item Code in as my customer, etc.
A customer has accounts payable and pending invoices, how to offset?
For One invoice, how can I record 50% as paid and balance as bad debt?
I have sub categories such as appliances , Furniture ,OS & E etc . Rather than amend each item after uploading the template is there a way to add categories to multiple items
Friends have a receipt scan option in their QuickBooks online menu. Why don’t I?
facing a technical glitchtrying to raise tax invoice, however retail invoices are getting raised by default need urgent assistance on this
This has to do with expanding the Chart of Accounts?
I have tried setting up a group tax code, but this adds all values to T2. I cannot work out how to create the negative rate to report to T1.
they dont want to give a refund, they want the overpayment left as a credit balance
No
Can we able to download all the attachments we have in Quick Books ?
