Sales & Customers
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It's only under ''All Sales'' that we can see older invoices. Why. A bug?
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As an experienced software developer, but a new user of quickbooks, here are some of the frustrating experiences that I have encountered using the Desktop Pro 2019 version of the software.1) While creating an invoice for a customer, I try to type in a quantity for an item that happens to be a "discount" item. The form does not accept a quantity value for this item, so it highlights the item text (Discount) which then gets overwritten as I am typing. I click out of that box and then want to cancel that change, and get a dialog box saying "You have made changes to the transaction, do you want to save the changes" to which I click "no" because i don't want to save the last change I made, and then to my surprise the entire invoice is cleared (because it had naver been "saved and closed").Good software makes it clear to the user what will occur if the user clicks "accept" or "cancel" in a dialgo box. One way to approach user-interface challenges for complex data input is to SEPARATE the vie
Hi all, I've done searches on this and can't seem to find a solution. I use a program called TSheets and at the end of the week, I download my work into QuickBooks. After that, I open up QuickBooks and under Customers, I open up Enter Time / Use Weekly Timesheet, select the last week of work and then go through each line item and check it off. The following week, I do the same but I have gone back a few weeks just to double check to make sure I haven’t missed anything and sure enough, I always run into one or two that I haven’t checked off. My question, is there a way to run a report to show all work done that has not been marked as billable?
I have a customer with credit amounts from two different transactions. One is for an overpayment on a previous invoice, and one is for a credit memo issued for a returned item. I want to write one cheque to pay back the total credit on their account. There doesn't seem to be any way to do this without creating two different payments with the same cheque number, which I'm guessing won't match properly when my bank statement imports.
Since the PST was reduced July 1st in Manitoba, my invoices that are created from existing estimates are not calculating correctly billing over 100%. We use progress billing, but it is adjusting the final billing at the end and billing out over 100% - but the final billing isn't out by 1% (which if QB was trying to adj for the difference is pst reduction would kinda make sense). Need this fixed soon, as it is throwing off all estimate billings. Also keep getting script errors everytime I mover to another screen. I tried running an update but didn't fix the issue. Help! Brenda
I have to display my GST and QST tax numbers on all my invoices, please how do I do that?
Hello, I am uploading invoices from Clearcare into QB, I currently have 2 classes set up that have different office locations and we want the invoices to have the address on them that pertains to that particular location. Is there a way to do that in QB
I have a customer whose terms are 1% discount if paid by 2nd 10th and with balance due by 2nd EOM; I cannot find a way to create these terms in QB. Is there a way to set up terms this specific in QB?
I have a customer whose terms are 1% discount if paid by 2nd 10th and with balance due by 2nd EOM. I cannot find a way to create these terms in QB. Is there a way to set up terms this specific?
I'm working for a non-profit that typically receives a large number of small transactions at a time (usually handed into our office by a board or committee member), that I would prefer to record as Undeposited Funds until such time that we make a trip to the bank. Short of a Journal Entry, It seems that I can't do so without first creating an invoice or sales receipt, which isn't ideal as I don't have a specific customer to reference, and the funds received typically need to be posted to multiple income lines (making sales items not ideal). I can workaround it by making a deposit directly into our banking account (therefor not needing a customer or sales item), but that doesn't work well because it will not match the amounts on our statements unless we make a deposit at the bank every time we receive payment. Is it possible to post these amounts directly into their respective income lines (without creating a sales item for each GL Line, and associating them with a customer), and have t
Example -Tips included in debit card $6317.21 deposited to the bank for the month, but employee is paid out cash in tips each day they are earned.
