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How is best way to clear the unreconciled items from the Cdn $ and the foreign currency (US$) bank accounts ?
Im new to the app and havent tried the laptop yet but ill be using mtly phone mainly
It would allow adding new inventory items without adding to the price rules once they are set-up. You can then create pricing changes based on items income account and type of customer
Changing the # of customers in the gear to 100, 150 etc. doesn't fix it. This is true for Safari, Firefox, and Chrome
On customer pages you can see "nameid=" on the end of the url of the customer page, but on project pages it shows a much longer ID and it is not the ID that syncs to the name field. I know this because I am using Zapier to sync entries and using the ID from the project url results in an error, but using zapier I could find an ID that worked for the project, wondering if there is an easier way to find this in QBO since finding it through Zapier is very inefficient.
Does anyone else here have the issue of the "message to customer" section in custom form styles being deleted? I input a message for estimates under 1000 words too to well within the word limit.The odd this is that when I add the message and save, it stays there just fine until I log out of QBO.When I log back in it's removed. Very annoying and has effected work flow as the custom message is basically our terms for estimates and invoices.
I have set up multicurrency and added a USD-based customer. When setting up the service fees for that customer, I can only enter the fee in CAD, which will not work because the contract fee is in USD. QB support suggested setting up a price rule via Products and Services in Sales tab in Account and Settings. I do not have that as an option. The only options are Show Product/Service on sales forms, Show SKU column, and Track quantity and price/rate.
