Sales & Customers
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I have a retail store and at the end of the day my POS system exports my day's sales to QBO. Along with the invoice it generated, I would get a journal entry that credited my inventory asset account and debited my cost of goods sold account. But it stopped working several months ago and I'm not sure why. I had chatted in to QB on the day that it stopped for something, but I can't remember what specifically (I've had a lot of issues), so I'm sure some manual setting was changed but no one can figure out what. My 'Products' were always set to Non-Inventory and it worked fine. My POS guy had me change them to 'Inventory' yesterday, but it still isn't working. Any insights from anyone would be greatly appreciated.
Ok, here is my problem that no one seems to be able to help me with... My retail POS system exports my daily sales into QB at the close of the day. This is imported in the following way:Total Daily Sales - imported as an Invoice and is debited into ARThe broken out payment methods are also imported and are applied as 'Deposits' against those invoices (cash, debit, credit). These deposits credit AR and debit my sales and GST accounts. All good so far. My problem is this - QB is linked to my bank accounts. So QB pulls in my actual bank deposits (perfect, as I need them in order to do my bank rec), but the 'Deposits' that QB is applying to the 'Invoices' are ALSO going directly into my bank register. So I am getting duplicate payments showing up in my bank register. Here is my question - is there not a way to 'Match' these QB auto deposits in the 'Bank entries to review' section (or another way) with the actual physical bank deposits? I've turned off 'Automatically apply credits' but it h
Thank you for replying. So your answer was very long and I am still lost. I have been trying to create a template for our invoice . As mentioned I need to have more boxes that is visible on my invoice. I have worked very hard and tried my ways to attempt this and have failed. Here are the fields I needinvoice number invoice datetermsOrder number PO #project name currencyso the last four must show up on the invoice .i would appreciate any help that anyone can provide. Many thanks to you or anyone who can help.SL06
HiAs the title implies, I am trying to add the location (sales rep, in my case) to the template used for invoicing, but when I match the fields during the import process, there is no field for location. The closest field I can find is Point of Sale (PDV in french) but it doesn't seem to work.
Paying employees in house but will like to record that payment on payroll and also remit the taxes.
Hi All! I have invoice open in my AR that was already paid 2 years back, but instead of matching deposit was added as income. Means that time revenue was doubled for the same amount. How can I rectify this now? Anyone faced the same? Thanks in advance
It would be helpful to be able change the settings all at once instead of having to go into each account individually. esp when the billing address changes for an account that has many sub-customers and they all get billed to the same head office.
