Sales & Customers
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I run a small construction company. We bulk purchase common materials & supplies to get better supplier pricing and general convenience. Example: Box of caulking tubes or bundle of rebar. Up until now, they were simply added under the COGS expense account, and used as we went from job to job. I'm now using the Projects module to better dig into project specific costing, and want to associate as best as we can those materials cost to a specific customer / job. More specifically, account for the pre-purchased items as assets until they're actually consumed and converted into COGS. Anything we buy and use immediately for a job is already costed directly to that project. I have the inventory and purchasing modules turned on, have created items, and stocked some inventory from supplier invoices. What I cant figure out is a workflow of how to consume those materials from inventory into COGS for a particular Customer/Projec
I'm on Quickbooks online Canada...do I need to upgrade to get these field options? All advice on the net shows these options, but I can't see any category options for "descriptions" on my invoice templates
The voided invoice is 2 years old and gets reposted as an open invoice by the system at the 1st of the month.
Hello, I need to add a discount to each line in an invoice. I know there is an option to add a general discount to the full invoice but it does not really work out for me. I am running QuickBooks 4.0.9. (the desktop app). I found this post: https://quickbooks.intuit.com/learn-support/en-ca/sales-and-invoicing/how-do-i-add-a-discount-line-to-an-invoice/01/261066#M69 . They explain how to go about it in QuickBooks desktop but I cannot really find the items they mention in the desktop application I have. Any help would be greatly appreciated. Thanks
I need some help. I only know a few things about quick-books and have started using it at my job. I need to know the best way to track the daily revenue and the daily bank deposits made from the VI/MC/AMEX Generally I would just do a daily sales receipt, but that isn't possible in this case because it will not equal zero. Some guest pay upfront, some pay daily, and others pay at the end. So the daily revenue and the amount of money received don't always match. What should I do? I've watched so many videos and still can't find something that works.
Hi everyone, I've been using QB since 2002 and a lot has changed since then, and I am stumped... I am trying to replicate an invoice form I have been using since 2002, using the codes available in the Layout Designer (in the Desktop 2020 Pro version), and the taxes part is not working the way I want. In Quebec, the forms need to be in French (the language of 99% of my customers anyway) and I cannot get the taxes to show in French even if I have modified all tax items and such. I do not want both TPS and TVQ combined, I want them to be shown separately in their respective line. I'm partial in using the Data field for Sales Tax Summary, but... the resulting box is too big, and... I have discovered another hurdle... my PST rate is piggy backed, and shows as 9.5% instread of 9.975%. It seems I cannot get the taxes NOT to piggy back and use the 9.975% when applying both taxes. A solution would be to have each tax to show on separate lines... So... how can I solve this? T
I have been able to save some of my invoices by going into the products and services and selecting the product/ edit and then changing the date to today but it is not always working
Is it possible to add an account summary to a custom invoice in QBO? It looks possible but I always get this error message. Thanks for your help in advance.
