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Looking at the completed purchase order, I can see which customer it was for, but not which estimate. When the estimate/invoice gets paid it would be useful to know the PO that is linked to it.
How much are the different PURCHASED Desktop versions for 2023 & 2024 NOT the subscription versions? Also, can we migrate from a 2023 subscription version back to my Purchased 2016 version
The box asking for an email address is not accessible?
I have Desktop Pro Plus. When I logged into QB my Liability window is showing old Liability Adjustments for Nov and Dec (Health, Vision, & Dental) being due. I checked my accounts, and they are fine. This is some type of a glitch What do I do? I did run the File Doctor, it found nothing.
Hi All - I live in Switzerland, my company is based in the US and I have all US clients. My Invoice template has not changed since I built it... many years ago. I recently updated QB to 22.0. R5.2 and macOS to Ventura 13.6. My invoices are all now showing CHF (Swiss Franc) as the currency - but the last batch I did before updating showed USD $. Is there a currency setting buried somewhere? It seems it something changed and it is now following my system settings for region and using CHF, but I cannot override that in QuickBooks.
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When I upgraded to Monterrey OS, my QB2016 will no longer open, which is why I have to move from desktop to online.
I can put in password and QB will open. But only small segment. It won't expand and I am unable to do anything else. Help?
Is it possible to get quantity to show on the new Modern template?? I cannot get this to show which does not really work as my customers need to see quantity and rate..
Hi, I have an older quickbooks account which uses sub-items instead of the newer categories. I would like to make it switch over to use categories. Does anyone know a way of making QuickBooks switch over without have to redo all the items? If i remove all the sub-items will it switch automatically?
We are a non-profit. We have five standard membership levels. It is easy to "invoice" a pledge amount based on prior membership level.Is there a way or a workaround to allow a "customer" to select or change their membership level after I email the invoice to them?The only way I can think of right now is to have them pay an alternate amount and adjust after the fact, or have them email me to change the invoice. Thanks!
I'm working a few months behind and want to push the memorized invoice group to create invoices for 2 months ago. How do I do this?
I do not have sales tax enabled. While I was able to import invoices today I got a strange error and either had to select OUT OF SCOPE or a string of letters/numbers. Selecting the string did work and I was able to import the invoices, but this looks like another bug associated with the sales tax fiasco.
I NEED A REPORT THAT DETAILS ONE SPECIFIC CUSTOMER?
Is there a way to format the body of the email sent with invoices such as highlighting text, bolding text, etc?
We are fairly new to Quick books, and I'm concerned I may have missed something during set up. I keep getting messages about how to get WC Insurance. We have Insurance so I want to be sure it's noted.How do I check?
I would like to see Account Type, Detail Type, Name, Description, etc. for current accounts listed under category for bills.
Quickbooks Desktop: I have selected customers for whom I must currently manually enter a purchase order number on each invoice. I would like to enter for the customer - and then have it automatically populate the invoice when I create it. Is this possible? Thanks.
I sent out my first batch of invoices with the pay by paypal turned on. This was a mistake because I don't have a paypal account. I had my first invoice paid today via paypal. Where does the money go if I don't have a paypal account linked to it? I have gone in and successfully turned off paypal/venmo as accepted payments so this won't happen again.
I have lost all my vendor banking information after the September 19th update for Bill pay
I have made hundreds of invoices this summer and have NEVER had a problem with the quantity and rate showing up on the invoice. I did everything the same but now the quantity and rate are not showing up.
I'm developing mappings to import from excel or csv files. I'm doing this in a test company due to a lot of experimentation and tweaks. I've been looking for a way to take that mapping and "import it" into the real company file once it's finalized. And possible apply updates once in a while. So far I've only seen a way to do that with a 3rd party app that has many other features i have no need for. Is there a known way to achieve this without having to set up the mapping all over again? Thanks
