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Hello, I am new to quick books and I would like to use it for my accounting, however, I would need to import all my invoices that have been paid to date and all my expenses. I understand how to import expenses but do not understand how to import earnings and invoices that have been paid. If you could provide me directions or advice on this process so that I can use the program efficiently that would be great. Liliana
Client had to leave old bookkeeper's QBO acct due to shady circumstances and made his own. We have everything else imported, but are having a hard time with invoicesI know if I look at old balance sheets, etc, they won't be accurate, but I'm thinking about only having this year's invoices in the system, since HST is up to date etc. We have a file with all invoices if needed. They are all just sitting under A/R since they are showing as unpaid. I just wonder if there are further repercussions of not having all invoices in the system that maybe I am not thinking of?
Does anyone know why the description of an invoice doesn't show up on a statement?
I am unable to get a recurring invoice to start on the day it is created. For instance, if I create an annually recurring invoice today (Sep 16) and set both the "interval" and "start date" to today's date, it still won't send out today. If I look at the invoice under Recurring Transactions, it shows next year under "NEXT DATE". How do I get the invoice to send out today?
