Reports and accounting
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How Do I add O + P (overhead and profits ) in my invoices.
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2) If I try to send an invoice it asks me to setup my account EVERY time and nothing gets sent.3) When I go to print an invoice my logo isn't there even though it is in my setup.
I am retaking my accounting class and need to have my quickbooks reset so io can start over
Do our sales people have to stop for each invoice and edit the address printed at the top of the page? This is grossly inconvenient.
This has happened 3 months in a row, and we have to void the entry and write a paper check. No one at QuickBooks has been able to assist/correct this.
Using QBO and have tried clearing browser cache, using a different browser and resetting the app data.
For example if I spend .5 hrs on Design on day 1 and 1.5 on Day 2 - I want to list that on one line in the invoice totaling 2 hours.
why did it change and how do I get my estimate to show up, I assume there was an update
Hello, I am hoping someone can help me with a strange and specific issue. Basically I am wanting to wipe my customer/invoice/payment history and start over. Back story and specifics (please be gentle, newish business owner here of 3 years just trying to provide a service in my community, I'm not super bookkeeping experienced): I use a separate program for my business billing and payments. A couple years ago when I started, I tried to integrate this program with my quickbooks after I had already had a couple billing cycles. When customers, invoices and payments started to sync, they didn't sync accurately and not all payments could be matched with their invoices and it kind of turned into a mess I didn't know how to remedy so I stopped the integration and moved on without these being recorded in my quickbooks account. I have just tracked income through the deposits, but obviously cannot see any billing vs payment history through my quickbooks
Our invoices have multiple lines of information for the description on the invoice. I have a program that generates our invoices in a CSV file, which I have successfully used for years in QB Desktop. Each line of the description is on its own line in the CSV file. Since moving to QBO, a zero amount is added for each line so the invoice now looks unprofessional. It would be fine if the 0 didn't print on the invoice or show when viewed (like in QB Desktop), but it does show in QBO. QB Support suggested I put the entire description on one line. I tried this by adding multiple lines in the ITEMDESCRIPTION column of the invoice CSV file. However, when it imports the lines all run together.Any ideas on how to format the CSV file to force multiple lines when it imports? I'm trying to have it import correctly so I don't have to manually add the lines breaks in the item description.Thanks for any help.
They say they can't trace over 60 days. When you ask for a supervisor, they tell you "Supervisors won't help you, they just document your concerns and will put you back in the same queue"...The same queue that couldn't help the first time. I am out a LOT of money, money that QBO dispensed and yet they WON"T tell me to whom or where it was dispensed. I am getting no help and the problem is so complicated it needs to be escalated to someone with advanced knowledge. Funny thing is, if I was a famous politician and an investigation was being done, I bet they could trace it...this means it can be traced (we all know they would if legally required to) so if it can be traced and they won't it seems fishy. I would appreciate some help. Funny thing is I had recommended QBO and thought they had good support, but when the problem is difficult, they don't have any support at all! If they help me, I will still recommend them, if not, I will advise everyone to find another product.
I want to run a single report that ties the sales order to the invoice. Then payment is applied against the invoice. I am trying to tie them all together, basically following the journey from the originating sales order to the invoice then to the payment. I currently run a transaction report by date range and select all three, sales orders, invoices and payments, but the links are never clear becuase the invoice is always higher than the sales order becuase we include freight or lower if items are back ordered, and payments will not match the invoice is some cases because of storages or discounts, etc.. Help, is there a simple report that marries the three?
When I try to apply a payment for a customers new invoice, a payment for a previous invoice shows up as a credit (negative balance due) and gets deducted from the new invoice. The old invoice was paid, but shows up as an unapplied payment when I go to "receive payments". I can't delete the old invoice because it says the payment for that one will remain as a credit for new invoice, which is the same issue I have now. I think that the problem could be fixed if I could delete the old invoice and payment then reenter them properly.
Each of my customers is a homeowner and I've assigned their unit number in the Company field. However, Quickbooks doesn't list chronologically. It lists alphabetically, which is very annoying. I either have to put A - Name, B - Name, C - Name in the customer name field to get them to show in the order I want, and I don't want the customer's names to appear that way.
Is there a way/option to print the invoice history on the actual invoice?
I'm using qb online.
Multiple customers have had to mail me checks because my direct payment via wire transfer and cards are not working
