Sales & Customers

If I run a P&L for a month, let's say Jan, I'll see changes when I run them on different dates. Reason being transactions can be entered after the end of the month.I'd like to be able to see all the transactions that were entered Feb 1 - Feb 10.How do I do this? The audit log isn't ideal, I'd like to be able to generate a report in Excel and filter.

because when the Estimate is auto-created it goes immediately to a closed state, nothing gets emailed, it is not on the pending list, etc. I have missed billing 3 customers due to this issue. There is also no way of editing the template, or seeing what state the Estimate will be created in, so it is impossible to know which Templates are set incorrectly.When I contacted support, I was told this couldn't be a bug otherwise it would have been previously reported.  Here is my support conversation with Reynaldo. You at 15:10, Nov 17:Reoccurring Estimates that were created when the Estimate was closed reoccur as closed. This has caused us problems because the estimate is never sent to the customer.ReadYou at 15:10, Nov 17:Hello ReynaldoReadReynaldo L at 15:11, Nov 17:Hi Jonathan, thanks for contacting Intuit. This is Reynaldo, your QuickBooks Online expert here to help.I see you have a concern regarding the recurring template.Reynaldo L at 15:13, Nov 17:If I may ask

Original commenter did not share additional details

Original commenter did not share additional details

have a client who wants an invoice sent to two different email addresses

Original commenter did not share additional details

I am sending my receipts to quickbooks but I  reached a limit of 30 emails per day. I’ve never had that problem before.How do I change the limit of emails it can receiv

How to cancel a recurring payment to a vendor in Quickbooks?

Create sales order or order confirmation

Transferring from paper, to online accounting.

Some of our items are not taxed, so on the same invoice, 13% tax is not the correct amount of tax. How do we post that?

Original commenter did not share additional details

I'd like to set up late fees for my invoices that don't get paid in a timely manner. Is there a way to do that in Quickbooks?

Original commenter did not share additional details

Original commenter did not share additional details

The issue is the “system” keeps removing this option WITHOUT my consent. It happens every few days and is hella annoying.Also, I am the only one that uses this program, I am a one person show so I know no one on my end is doing it.The message that pops up says “to get paid faster, your invoice pdfs have been removed from emails” or something along those lines. I am looking for some guidance on how to stop the system from continually resetting without consent (sometime is happens every week, sometimes the switch back happens daily - terribly inconvenient...such a waste of my time). Thanks

Why can we not have the old system and for companies that want there invoices locked after converting from an estimate they can choose that.  

Original commenter did not share additional details

Original commenter did not share additional details

Original commenter did not share additional details

Howdy folks, Can you edit the payment receipt layout?  I checked the forms section and only see estimates and invoices.I take alot of partial payments and when i send the receipt i'd like it to show the balance remaining after the payment.Also the payment type on the form is broken.  I selected a payment type of e transfer, i also tried credit card and its always blank.

Original commenter did not share additional details

Original commenter did not share additional details

my invoices and payments when printed are smaller than they used to be

They just kept getting ERROR, payment not accepted. But they've paid me this way numerous times before, and their credit card is the same one and still valid. Did anyone else notice errors today? A glitch in the system?