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In the new version of QuickBooks Invoices, it is difficult if not impossible to attach receipts to invoices for clients. I believe the issue may be how the invoice is brought into QB. I notice that receipts that are captured in the mobile app, can attach to invoices. However, receipts that are uploaded into QB do not appear as attachment on invoices.In addition, I am experiencing other issues around the new invoice formatting. Is anyone else having these issues or something similar?
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I created and then deleted a $50,000 transfer between two accounts. The account balances are correct on both account pages when I look at the list of transactions, but the Chart of Accounts doesn't reflect the deletion and lists $50K too much in one account and $50K too little in the other. I've searched the full list of transfer transactions to see if the transfer is still listed there, and it's not listed, but it's obviously lingering somewhere. Any suggestions for clearing this data so that the chart of accounts is accurate? (See below for one account. COA says ~$66K, actual balance is ~$16K as reflected on the account.)
Identity theft
my customers can only view amount owed on their invoices. Why can't they view the invoice?
I use a third-party company to manage my billing to some, but not all, of my clients. To put it simply, I submit my invoice to the third-party, they bill my client, collect the money, deduct a fee, and provide the remainder to my direct deposit.I think I mark the invoice as paid in full, then make an expense for the fee. However, this does not line up nicely to the direct deposit value.I'm learning bookkeeping on the fly for my new 1 person business, so any help would be appreciated.
Has Quickbooks/Intuit made a press release about the new invoice layout and addressing the documented issues? It proved to be a big enough issue to our workflow that we were wondering if the users here can think of any media networks that would cover the customer response to the invoice rollout. We know right here in Palo Alto CA where Intuit is probably headquartered could be a good place to start with local media, but if there are any other suggestions please let us know. Also, if you'd like to compile your specific complaints about the new invoice layout here, that would be great. Thanks
How do I enter billable expenses?
I’m trying to pay contractors with limit version. It won’t let me upgrade or pay contractors
How to activate my account
Our customers pay a flat monthly fee and they want to have their cards on file for autopay.
Quickbooks self employed. I do not really care about customizing my widgets- I just want the left menu options.
payment set up is going to an email address that is non existent.
We are currently using QuickBooks Online Plus linked with job tracking software called DASH. The jobs pull into QuickBooks as sub customers but we cannot find a way to pull an unpaid bills report by Customer. What I am currently doing is typing the job name and number in the memo line so we can at least see what job they are for when running the unpaid bills report. Doing this works for now but even if we pull the report to excel I cannot filter by Customer because the vendor name disappears. If anyone knows a work around for this please let us know. Thank you!
I used to be able to enter the service dates at random when creating an invoice, and QB would sort them in chronological order by service date.
Our checking account has a category as "other current assets".
