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I have uploaded prior months bank transactions into QBO and am trying to figure out how to deal with the customer deposits. Lets say on Jan 5th the customer puts in $10. For this Im categorizing it as Customer Deposit (Current Liability) and putting in the Customers name from the Banking menu. Then after 2 weeks they pay the remainder of $190. So total to sales should be $190 and the amount in Customer deposits should be zeroed out. Im not sure how this can be done. I dont want to waste time creating invoices for the deposits and the full payment and then matching it to the bank feed. That just feels like double work
these customers still appear in recurring transactions but their names don't appear in customers and leads
There are no transactions for any of them.
I want to be able to divide my customers by class for contact purposes
I have clients that all have the same project and I want to assign it to many customers at once.
I see an option for price rules in QBO. Is this similar to Custom Pricing in QuickBooks Desktop Enterprise? I had a sales person tell me there was no such option now I'm confused. FYI, I am a proadvisor an want to switch a client to QBO Plus.
My home currency is in CAD but I'm providing a service in USD. How can I do this and have it show up on my invoice as a $US service?
For example suppliers that provide product on Consigment - you want to see the total consignment AP seperate
I am not sure if the 2.9% counts as my interchange fee, I know that technically the interchange fees that is passed on to the CC issuer will be different. And if it is the case that I can only charge the specific interchange fee for a certain card, how can I charge them properly without first knowing what exact card my customer is using?
I'm concerned I'm deducting the cost of those materials from my income twice if I input them as a large purchase and then also track COGS.
Is this the only way to receive support?
I want to be able to write off the balance of a customer invoice related to a discount/fee at time of posting the payment. I don't see option to choose Discounts & Credits.
