Reports and accounting
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why would a new invoice show paid in full when saving it?
I do alot of invoices at the end of the month, some get printed, some emailed to customers. I used to be able to edit an invoice and "uncheck" send later if I didn't want to email that invoice to the customer. without being able to "uncheck" that box, my invoices stay as Send Later.
We recently started our QBO file and when opened, the checking account was set up twice somehow (once under the checking account # & a second time under card #). Now transactions are flowing from both and I am unable to reconcile accounts or anything until I fix it. I figured that the best solution would be to create a parent-child relationship (acct # as parent, card as child) and have everything flow through the parent account. However, when I went to create the association I got an error that the account was already linked with QB and would have to be disconnected from QBO to change the parent of the account. If there's a better way to do it please let me know, I just really want to avoid messing anything up or losing any records.
deposit checks
Can I put several recurring invoices in a group so that I can create multiple invoices on the same date, then go back and edit as needed prior to actually issuing them?
How do you categorize IRS tax payments for a schedule C filer in QBO? Any direction at all would be greatly appreciated. Thank you!
Does anyone know of a way to print customer notes on the collections and open a/r reports? I know you can print them in a customer contact list, but we primarily use customer notes to document collection efforts, so including them in collections or the a/r reports would be far more helpful. Seems like it would be an easy task for Intuit to add the note field to the available columns for customizing reports.
Does anybody know if there is another way in the Plus Version. I need to keep tract of multiple houses that each have repairs/income/expenses. Need to create individual reports
data not downloaded
Do I need a card for this account?
I send my client an invoice only with the bank deposit option and when he trys to pay it decline the payment I also did it myself and same thing happen. Do I have to do something in my account is the first time a try this software.
how I get my customized invoices back? this new ones sucks
Help mentioned you can revert to the old style invoicing to continue with progress invoicing, but when you click on the link they provide, it has nothing to do with reverting back to the old invoicing style.
How do we delete custom or shared reports? The documentation here says: To delete a custom report:Find the custom report.Select the dropdown ▼ menu in the Action column.Select Delete. What is an "action" column? There is no drop down like this in the report, in the report center nor in the report menu. There are no right click menus.
