Manage Customers and income
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My woocommerce store is connected to QBO and when you view the sales receipt, you can see how much was product, and how much was shipping. But as it just shows a total amount when reconciling, I don't know how to record the two different income types. Any help would be great, thank you!
Invoices are generated at the beginning of the month. Currently I just leave the over-payments in the un-categorized section until the next invoice is generated
We have a vendor that gives us a 2% discount if we pay the invoice within tens days. How do we apply the discount when we making payments?
When I create an estimate or invoice, when I’m done and save, they seem to disappear. When I search for them, it lists all my old estimates and invoices. When I search by date (created today) nothing is found. I have to restart the app several times before it will find them. Now today, when I open an estimate to look thru them, the scroll locks after a second or 2 and I can’t move up or down thru the estimate. I’m very fed up with Quickbooks and these stupid issues
For example - Each customer has a site number coded to their equipment, each invoice and purchase order should reference this site number, we added a custom field to the customers file and put the site number in this field. WE have this custom field show up on the purchase order or invoice. Will the data entered into the field on the customers profile carry over to the field on the purchase order if we choose that customer as the ship to?
How do I work off what I use in tolls each month off the total ??
My current subscription is QBOL Plus. Is there some way to downgrade and still automate the calculation of COGS?
Running a vat in debtors report as of feb28th for jan-feb 2025 vat return...the invoice was unpaid on feb28th, it was paid on mar 6th. but qbo has not included it in the unpaid invoices on feb28th
I send a invoice for my completed projects and some customers get the emails and some dont.
I NEED TO PRINT INVOICE BUT THERE IS NO DESCRIPTION ON THE INVOICE.
When I open an invoice I cannot review the entire thing. Seems to freeze.
can't add images in invoice and see them on the generated pdf
showing an invoice paid after the deposit is already entered