Sales & Customers
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I upgraded to the PREMIER CONTRACTOR EDITION of Quickbooks so I could start job costing for the time my employees spend on job sites - when I go to invoice you cannot see any of the data in the screen to select which employees and hours you want to select all you can see is the category date and hours - this is of no help! ADDITIONALLY - when you go to invoice the items you have to manually enter in all of the dates that the work was done becuase Quickbooks does not include it in the details! SO FRUSTRATING AND RENDERS THIS FEATURE USELESS!
I have a bunch of recurring transactions setup, I sometimes need to edit them with deductions and expenses, but I need to wait until they're created before I can make the change. For example, I have Suppliers I need to pay regularly, but some months I have discounts I can apply to reduce the amount I owe. I have a recurring bill setup at the first of the month. It'd like to be able to select a transaction and "create now". instead of waiting until the start of the next month for them to be created automatically. I know I could create a new invoice and void the automatic one, but I don't want to worry about keeping track of which ones I need to void.
Hi all, We have recently started using square to accept payments for invoices and are having some trouble balancing our books. We use Quickbooks online and have recently synced our Square account. As I mentioned, we have some clients that we invoice through Quickbooks. After they have paid using the Square, the amount is deposited to our bank with the fees already removed (bank is linked with quickbooks). So when I try to match a payment to an invoice it only shows as a partial payment. I am guessing I need to do a bank charge to balance but not sure how to. I read a couple feeds on this issue but nothing directly relates to matching of invoices. Thank you for any help!
Hello, I am trying to create a recurring Daily Sales Summary for a business. The part where I am having difficulty is in the Item List portion of setting up. There are customers that have an account with the business where they charge their purchases and pay at a different time. How would I set this up in the Item List and which account do I link to these accounts. The items that I would like to add are Charge (where the customer charges to their account with the business, ROA (payments made by the customer to their charge accounts with the business), Savings Deposit (where a customer has an account where they deposit money for safe keeping), Savings Withdrawal (where a customer withdraws from their savings account).
Hi!I know we were only able to import lists etc. originally, but I've seen some cool advancements with QBO. I'm wondering if we can import income transactions into QBO via a CSV yet? That would be AMAZING.Thanks!Naomi
I have snapped and emailed ~100 receipts and have yet to have it match to a transcation in the "Banking" tab. When I click through the review steps I am warned I am adding an expense without a transaction. Only then can I match it in the Banking section. Dollar values, supplies, and dates are all exactly the same. The only thing wrong with the scanned/snapped receipts is the "Payment Account" is always marked as "Not Found".
