Sales & Customers

When we have multiple projects that use similar materials, we will make one large purchase with the supplier, and put the cost of the materials used in each project. Since the numbers don't match 1:1 and we pay for the invoices when they're due, we utilize QB projects to track our costs vs profits. Lately, when we've been doing that, the smaller costs have been showing up as manual expenses and it's overstating our expenses and causing confusion with our accounting team. Please let me know a better way to track our costs per project without it overstating our expenses. Thanks in advance!

1 year ago

jimminy

Sales & Customers

Why do i receive an appliation error (70001) when I try to change an invoice or estimate template in QBO? Why will the software not save the changes I make?

I have been told by QBO front team that engineers are working on this problem, however, after 72 hours of no response from QBO has this problem ever been resolved by QBO?

1 year ago

fabric

Sales & Customers

Can I migrate all QBO data till a particular date to another QBO account without losing data, including the attachments and invoices?

The reason is that my accountant has been working on the original account and the work has not been satisfactory. I need to work on the accounts related to the last 2 years independently without disturbing his work. I am looking forward to improve that chart of accounts and do the bank reconciliation and categorize the transactions, which are not done correctly in the original account. Also there is need to record transactions. I need as well to import the existing invoices and attachments till date to the new QBO account.

1 year ago

chris@artscentre

Sales & Customers

How do we alter the format of the sales receipt numbers? For some reason our sales receipts are being listed as YE ADJ JE and we want to change that.

I think this shifted when we moved from Desktop to Online but I don't know how to get the sales receipts to move into just numbers

1 year ago

jennifer-theboun

Sales & Customers

Can I change the starting invoice number?

Original commenter did not share additional details

1 year ago

ngiordani-immanu

Sales & Customers

If a customer overpaid on a monthly payment plan, then I refunded the overpayment portion, but it still needs to be re-applied to original invoice, how do I record that?

Original commenter did not share additional details

1 year ago

Egon Diggler

Sales & Customers

"To get you invoice paid faster, we removed PDFs from emails."I never want this to happen. Please help me stop this from happening again. It is unhelpful and annoying.

I keep having to manually re-set this toggle because QBO seems to think they're being helpful. Who are you to decide whether I should want this feature enabled? In what way does this get me paid faster? Total inanity. Let me administer my own account. Stop this nonsense.

1 year ago

kkufner-rogers-c

Sales & Customers

How to combine multiple pages of the same receipt? When I scan receipts using snap, the tool saves each picture as a separate receipt. How do I combine them together?

Original commenter did not share additional details

1 year ago

shrof

Sales & Customers

For invoice templates how do you change the label "Ship to" to "Service At"Thanks

Original commenter did not share additional details

1 year ago

kaurharpreet7766