Sales & Customers
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I am using the Quickbooks Self-Employed program and am finding that the sales tax amounts are off. I live in Ontario, so 13% tax. For a $204.33 purchase, the sales tax that should be applied is $26.56 but it is showing up as $23.51 in the program. Or for a $97.19 purchase, it is adding $20.42 sales tax when it should be $12.63!! Please help!!!
I just want the amount on my invoices to show $0.00. Right now I'm getting CAD 0.00 with no $. 99.9% of my clients are in CAD, so no need to have CAD on the invoice. Can someone advise how to change this?
I created services and assigned them to their respective classes. Then I created a couple of bundles for my billing. If I create an invoice and use the individual services, the classes appear. However, if I use one of my bundled services the classes are gone and I have to re-enter them manually. This seems incorrect. What am I doing wrong?
How do I set up different payment terms for the same customer without changing the field manually each time I enter an invoice? We have several contracts with the same customer, but each contract has different payment terms (Net 30, Net 45 and Net 90). Now when I enter the invoice, I select the payment terms manually, then when I go to save the invoice QuickBooks asks each time if I want to change all of my invoices to these terms. Could I somehow associate a PO/Contract No. field with terms or some other method to keep me from entering this each time? Thank You!
When working in projects is it possbile to still get a full timesheet print out for that employee when inputted this way as opposed to inputting into a timesheet format? Projects is just for activities but having said that it will work as long as i can obtain a complete weekly timesheet print out for each employee. Is this possible when working in projects and time activity?
This is unacceptable after one pmt being declined for whatever reason. Please advise of solution for this, as I can't continue using QB or even less recommend it to clients if I know this is a potential threat to my business image.
I've just linked my bank account to QB for the first time. We changed our business in 2020 to deal with COVID and started selling product for the first time, so I have a backlog of orders to put in - all payments were e-transferred to us. I'm creating a Sales Receipt Rule, but it's not allowing me to choose the right income category - it seems to have auto-assigned a different income category and I'm not sure how to change this!
My home currency is GBP, my customers pay in EURO.The work is time based and it must be tracked and recorded, this cannot be recorded in QuickBooks. The following errors have occurred:You must choose a customer that uses local currency when time is billable. Is there a workaround to this
I just switched to Quickbooks Online. I need to recreate the form that our customer signs when we drop off deliveries. It needs to include: Estimate # (listed as packing list #), PO #, PO Due Date, Date Shipped, Customer Name/Address, Received by & Date signature line on bottom. Not include: Price. ESTIMATE TEMPLATE: The 'Estimate' form reads: 'Approved by & Date' on the bottom. This cannot be edited or removed. It also includes pricing. PACKING LIST TEMPLATE: The 'Packing List' form does not include Estimate # (though I added using a custom field -- I have to copy/past the Estimate # each time). I could live with that, if I could find a way to add the 'Received by & Date' line on the bottom. I am currently using this form and handwriting the 'Received by' line each time -- it looks VERY unprofessional. Does a solution exist for this? Thanks,Tara
I am using Quickbooks Online. Some of my invoice are very long. The first page of the invoice is showing no description, the second page is showing the description but gets cut off at the bottom, the third page is showing the totals. How can I fix this?
