Sales & Customers
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The client I do bookkeeping for has a client who was charged $70 for a service on March 9, 2020. This amount did not show up in QB when I went to reconcile so I dug deeper and I found that the payment was made and dated for March 28/2018 for some reason. It was also a payment for $100 so there was a credit for $30 even though she actually paid $70. I checked the register and this payment of $100 was deposited on March 29/18 and it doesn’t show up at all anymore so it must have been reconciled. I'm not sure how to correct this without messing up previous reconciliations as this $100 does not show up on the reconciliation, even with the 2018 date. The deposits are typically done in groups so this one was in a list of other payments received. Maybe it was the original invoice from 2018 that was accidentally changed and dated 2020 (perhaps the original was intended to be copied but was changed instead). I'm still unsure why the amount was $100, the client now has a $30 cre
Hi, I'm new to QB. My husband and his business partner started a corporation, they purchased some supplies at Walmart with their business CC but bought some personal items too, so only a part of the receipt is a business expense. How do I process it in QB? I snapped a photo of the receipt with QB app, put as the amount the expendable amount but now QB can't match it with the transaction.
We are a small family owned and operated RV repair business, using quickbooks intuit online for our estimates, work orders and invoices. Besides name and address etc. we've tried to add information from our customers regarding the RV type, model, year and Vin #, but the program does not allow us to do this. Is there perhaps another program we could use, similar to what garages might be using?
My client is selling white label services to his client's customers. He bills his client, but needs to have the sub-customers listed on the invoice details. The sub-customers are set up with Bill with Parent turned on. The deferred charges are added to the invoice fine, but there is no indication from *which* sub-customer the charges came. How can I get the sub-customer name onto the detail line on the parent invoice?
I want to record sales coming from Bank feeds. Is it possible to auto calculate the Sales portion and HST portion? Now, I need to manually calculate Sales & HST to match with Statement amount. I attached the file for ready reference where first page refers when I see the bank feed transactions, second page when I select the transaction deposit as a sale and last page when I calculate manually Sales & HST amount to match with statement amount $22.59.
Hi, I have invoices 1001-10012 but inv1001-1003 doesn't show up when I go to invoices in the side bar menu but I can find them by searching by the inv# or in the sales report. What is happening here and how I can get them to all show up when I go to the inv menu? Many thanks.
On the Business section, it asks me for my 15-digit business number (presumably so that QuickBooks can add and collect taxes properly on my future invoices) I only have a 9-digit business number. In Quebec, a business is not obligated to register for a 15-digit tax number until their sales reach $30k in a given year. Is there a way I can still do this? Perhaps a page where I can "uncheck" collecting taxes in my invoices or something?
