Reports and accounting
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I’m having trouble creating an invoice for one of my customers. What should I do?
The invoice used to attach itself I don’t know what happened.
I am trying to create one invoice that will apply to all my customers. Instead of having to do it one-by-one, is there a way to a batch invoicing?
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Hi there, I have received a payment and allocated it to an invoice. When I look at the customers account the invoice is showing as paid but the payment is still showing as open on the AR Aging Detail report. Anyone know why that would be? Thanks,Kaye
I spoke over the phone with the a Qbooks Customer Service rep who stated that Bill Payment was in "beta" and I should expect reimbursement after a few weeks.
Terrible
Pay bills with credit card.
It is March of 2023 and This thread is from 2021:"I'm also having an issue with the estimates & progress invoicing summary report. My report is showing partially invoiced estimates that have never been invoiced. I tried your advice to run transaction list by customer and indeed there are no invoices attached to the customers although the report shows them being partially invoiced. I also checked the audit trail report to see if by chance someone created then deleted an invoice at some point. There is no record of an invoice ever being recorded from the estimate. Yet the report shows otherwise."Well, I have the same problem. Since 2021, has anyone figured out (Including Intuit) on how to fix this? My boss is hollering mad because I suggested doing the invoicing this way and seeing the progress on this report. Thanks.Roberta
On my mobile phone app how do I update my company address on my invoice/estimates
Ex: I send invoices to contractors via email. I would like to have this invoices e-signed. How would I set that up?
For example when I select New Check the default number is 10202. However this check number was just printed 2 days ago. Shouldn't QBO know that the check number was just used? Or do we need to keep a file of check numbers and change every time? This happens a lot and we don't catch it until the bank feed check number comes in and it doesn't match with what QBO has on file for the check and it creates a big mess.
How do I add "Parent Company" to a custom report? It isn't an option.
Is there an option to have a pop up box containing special notes when invoicing certain customers? We have customers that require certain items on their invoices and it's hard to remember them all when doing lots of invoicing at once.
Can I change the "compare another period" classification from "Income" to another GL, I want to look at Gross Income which would eliminate the discounts offered. And therefore, compare expenses to Gross Income,
We are using QB Desktop Premier 2018 When we setup our inventory we have a few items that were entered at a very wrong cost, when those items were sold, it created a transaction recording that transaction. And now it lists the average cost as the incorrectly. (of course) We would like to do the following:Correct the cost in the Inventory Edit item, we know how to do this.Go back and find the few transactions that use the incorrect cost, and correct those. One by One.Have inventory now show the proper correct average cost, in the reports. ThanksAaron
Hello All-On QB Desktop I was able to print a single monthly or annual Profit & Loss report listing ALL CUSTOMERS AND VENDORS IN ONE REPORT. I can't see how to do the same in QB Online. Please help. Thx.
