Sales & Customers

Original commenter did not share additional details

Original commenter did not share additional details

Original commenter did not share additional details

Change email's customer for invoicing

I voided an invoice. I want to get it back. I don't want it to be voided

In QuickBooks desktop I have to create an invoice in order to create a packing list for my customers.  I created a generic packing list with the same information for all customers.  I now have a new customer who requires specific information on their packing list but the information is not the same as it is for the other customers. Is there a way to create a packing list for that particular customer only without it changing the information that I use for all others?  If so, please tell me the step by step direction.   Thank you.

Cant save any invoice

Original commenter did not share additional details

Original commenter did not share additional details

Most invoice questions should be directed to accounting, while questions on estimates should be directed to sales. Currently all replies to Quickbooks emails go to accounting. Is there a way to differentate this?

Quick  books not working

We can not invoice today because taxes not working.  We have been using for 3 weeks with no problems so I do not understand what has changed.  Has there been an update?

The drop down tax menu is gone from my new invoice.  How do I get it back?

How can I set it up so that if someone is creating an invoice, and an item is out of stock, it tells them it it out?  I want it to show right on the invoice as opposed to looking at a report.  I'm sure the functionality is there but I'm new to Online and can't seem to figure out how to make it work 

Original commenter did not share additional details

T2042 postal code not updating

Sample, the USD invoice is still showing our CAD bank details. We need the USD invoice to show the USD bank details too.

Original commenter did not share additional details

I want to clarify to the customer that the invoice dated Feb.1,2024 is for services from Jan.1,2024 - Jan.30,2024 -- so it's clear if they're paying before or after the billing date.

How do I change my cover letter template when emailing an invoice or statement.

Hi,We are using bundles in QBO and since the sales tax for bundle codes is blank, is there a way to hide the sales tax column instead and have it only as total in Estimates and Invoices when being sent or printed? Thank you in advance.   

Original commenter did not share additional details

How does QBO send invoices on behalf on my Gmail account?Won't my DMARC policy stop this? Is there any sender authentication records I need to add to DNS?

link estimate to invoice

Original commenter did not share additional details