Manage Customers and income
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I only have the option for Cost of Sales in my chart of accounts. What's up? Do I need to change the chart of accounts template somehow? Start a new company? I don't have the option to select from COGS in the account type drop down menu under Chart of Accounts. Any idea how to rectify this is simply, quickly as possible?
In Dominican Republic there are to type of government invoices, one for final consumers and one for companies each have a diferent number format. How can I set up two invoices each with the different sequence.
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I'm kinda new to this. We're using Qucikbooks Desktop... not one of the product choices. I work for a non-profit. We have a number of grantors... and we use classes to track activity by grantor. After a month closes, I look at the expense activity by class and then generate an invoice to cover this activity, e.g. net income by class for each month will eventually equal zero. I wait 5-7 business days for expenses to come in after the close of the month. Generate a draft invoice. The project manager approves it... and the invoice doesn't get printed/sent to the grantor/customer 'til about the 15th or even later. Now all invoices are dated as of the last day of the month... regardless of when they are printed/sent. The instructions from the prior bookkeeper was that this is necessary to get the revenue associated with the invoice to align with the expenses from which the invoice was derived. However, this *real
So when a grantor makes a grant... I'm wondering if any non-profit has experience using estimates and invoice progression to track the grant. Does this even make sense?Thanks. PS Using QB Desktop
In the Inventory Valuation Detail Report, it shows and inward of the new item category on that date and an equivalent outward of the same on the same date, whereas that should not be the case.
need explanation
Icons are missing, show up as squares
Need details about the minus mark of the amount of the closed invoice
I had a customer double pay me for an invoice. I tried to allow for a $319.00 credit to their account, but must have done something wrong because every new invoice I make for that company now automatically gets credited and paid
Is there a report I can run/build to show sales and shipping address? I am needing to get data to see where our transactions go and where they coming from, where we ship to. So if I can get the customer, shipping address and sales accordingly.
How can i fix this?
Good evening I fixed a client statement on Quickbooks, the journal entry gave the right balance but it says Journal entry on the client statement per attached. Is it possible to change the narrative to "payment" instead of it saying "journal entry number 9"? Thanks for your help.
I have a customer that has two invoices, both for $500.00. I've applied a credit against both invoices for $1,000.00. This shows up in QBO online properly, but now I want to apply a payment that uses that credit memo so it can apply it directly to the invoices. My request looks like this:{"ARAccountRef": {"name": "Accounts Receivable","value": "32"},"CustomerRef": {"name": "Rob deMontarnal","value": "22"},"Line": [{"Amount": 500,"LinkedTxn": [{"TxnId": 236,"TxnType": "Invoice"}, {"TxnId": 239,"TxnType": "CreditMemo"}]}, {"Amount": 500,"LinkedTxn": [{"TxnId": 237,"TxnType": "Invoice"}, {"TxnId": 239,"TxnType": "CreditMemo"}]}],"PaymentRefNum": "16,17","PrivateNote": "Linked payment to apply Credit #C945927470I\u000d\u000aCreditID: 239","TxnDate": "2022-09-25","domain": "QBO"} But I'm getting back this error:{"Fault": {"Error": [{"Message": "A business validation error has occurred while processing your request","Detail": "Business Validation Error: The Amount Recei
when you invoice a customer, is the sale credited to a default account?
Is it possible to use Quick Box Online in the industrial facility
Good morning There are typos, omitting booking an invoice and booking payments to sales instead of crediting AR to fix. The red numbers in the attached spreadsheet are the corrections. How forgiving is QBO if I proceed in chronological order with the fixes or do I need to be more cautious? Thanks Giles Belfrage
We have 144 tenants & their invoices are set up to recur monthly in USD . The amount we receive for a US$ is different to the market rate . I have set a custom currency rate but when the recurring invoices are produced by QBO it uses the market rate. In the help section is states that the custom rate only lasts for a day so each month I have to amend the rate for each tenant. Is there any way I can put in a custom rate for a date in advance?
