QuickBooks Q&A
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I have a couple of clients that have just migrated from QB Desktop to QBO. They both have an issue with sent e-mails. Wanting to streamline things, they are willing to use the on-line mailing system, but neither like the fact that they cannot view the sent e-mails anywhere. Saving as PDFs and e-mailing manually is a solution, but the saving of PDFs is slow and this does not add a "SENT" notification to the transaction (list of invoices and quotes etc.).Any solutions?Many thanksMandy
...as they use different tax tables.
I have a customer payment that ended up being refunded. There is no invoice, just the payment. How do I go about doing the refund? If I choose Refund Receipt it expects a product or service to be entered, but since there's no corresponding invoice, there is no product/service to enter. Is the only way to void the payment? My other question is: what happens if the payment is received via the bank recon and linked to the payment, and then we need to refund the payment. This happens with card payments where we receive the full funds as a deposit, but then if it's refunded, the amount is removed from a future deposit. So the payment may initially be linked to a bank recon line, but then it needs to be refunded when the future deposit (less the refund amount) is received. How best should I tackle this? Thank you.Recent
Using Quickbooks online
I'm a student, learning quickbooks online. I want to practice on a dummy company. Then act like i'm the bookkeeper/accountant.
Bank recon : Statement ending balance -175,958.80 should have been - 161,113.16 ?
where do i enter my clients purchase order number on the invoice in quickbooks simple start ?
How to generate a bulk remittance for supplier
I want to be able to see at a glance what the invoice is for. So for example, if we've quoted for multiple webinars, I want to be able to see a topic of the webinar as a title of the invoice without needing to open the invoice itself.
Where do I go to complain about an ongoing issue. It has been three weeks and the only response I get from the QBCare team is that my issue has been escalated.
