Sales & Customers
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We are using QuickBooks Enterprise 19.0 (QBE). We use TSheets to track billable hours. Employees track billable hours by entering their time in TSheets and selecting a service item and job to assign the appropriate billing rate to the customer. The hours are imported into QBE and used to create invoices. The invoice template is set up to group time by service item. When an invoice is created, all billable expenses are automatically added to the invoice and grouped together with a subtotal. All billable time is added to the invoice; however, we cannot figure out how to automatically add a subtotal to the time, similar to expenses. We know how to manually add a subtotal line to subtotal the billable time on each invoice individually, but this is tedious and time-consuming as you have to manually do this for every single invoice every time. QUESTION: Is there a way to set up the invoice template to automatically add a subtotal line of all the billable time when we batch create invoic
I have a client that when they invoice their customer, also have to record a fixed insurance expense paid by the customer. I want the actual gross revenue to record as income with the associated GST, then have the expense post with the ITC. Is this possible to record as one transaction on the Sales Invoice? Example: Accounts Receivable 149,344.13 DB Revenue 143,702.50 CR Insurance 1,470.00 DB GST/HST Payable (GST on Sale) 7,185.13 CR GST/HST Payable (GST on Purchase) 73.50 DB
I have gotten my Square transactions to sync into my QB Desktop. All transactions are imported into a generic customer called "square customer". (Split) deposits are accurately sowing up where they should with fees deducted and correctly matching with my bank account feed.I cannot, for the life of me, figure out how to switch the transaction to the correct customer, though, after it has already been deposited without deleting and re-depositing. Anyone, pleas help!
I am currently using QB Desktop Pro 2015 and would like to upgrade to 2019. I need to know beforehand if the same functionality for reviewing invoices prior to sending the forms is still available. This function allows me to attach other items and amend individual email messages prior to sending. See pic attached
I filed a couple HST returns in QB and it generated a JE which creates the A/R. I also use a separate A/R for HST ("Due from Government Agencies"). Fine no problem. Now, when I receive the refund, there were some adjustments because amounts were owing on another government account. So for example, I filed a $5000 refund for HST, received $2500 and the other $2500 was transferred to the payroll account. Fine. I recorded a receive payment for $2500 and made a Journal entry to offset the balance $2500 owing against payroll expense. So under the customer center, I can see that there is zero balance owing. I also know that I have to click on receive payment, select the "invoice" (the one created when I filed my HST return) and apply the credit (that was created from the journal entry). However, when I do this, it shows negative amounts applied from credits, I clear it all, apply the credits and it looks like it works, but when I check paid status, it still shows open. If I click receive pay
