Sales & Customers

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QB Accountant Desktop-Is it possible to have a different invoice template other than the default inv. template for 1 customer?

Dozens were supposed to go out overnight, but didn't go.  How do I make them go out now?

I'm trying to create a template budget using SF numbers in an estimate.  We're a home building company so the numbers don't change often.  I need to save, export and then import the entire estimate including the estimated values.  The estimated values never show up.  Example:   Hardwood 2 quantity x $10.00 per SF = $20Cleaning 1 quantity x $500 per time = $500Every time I import, nothing shows up for any items such as the 2 above.  Is there anyway to do this?  Thank you!

Hi everyone, I am new to Quickbooks and have started by entering all of our banks/transactions for the last 3 years. I have categorized and selected customer/supplier for all the bank transactions, when I go to a supplier the transactions I categorized are there (I am going back and creating invoices/matching payments for any accrual based transactions where the invoice came in the month(s) prior to payment. When I go to any customers there is no listing? I do not wish to re-enter 3 years worth of sales invoices 1 by 1, 99.5% of them are C.O.D. same day and similar to the suppliers/expenses I intended to create invoices/bills that only are relevant for accrual. Any suggestions I appreciate it. Thanks!

I would like to add 'internal' notes on an Invoice or Bill --- exactly like I was able to with QBDT.  When will QBO be able to provide this functionality?

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I have not received a credit card payment and in Quickbooks it states that a payment was received,

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when I import sales transactions through bank feeds and try to add it, it gives a message that there is no invoice in the name of this customer. Then How should I add this sales transaction into QuickBooks desktop.

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What is the process for revising an invoice that is based on an estimate? I my situation, sometimes I need to revise the number of hours worked. This will happen after I've prepared the invoice and the customer has made changes. The invoice has not yet been submitted. On invoices prepared from estimates, the software does not allow me to change the quantity, only the cost. What is the correct procedure?

My standard users can't access the correct default Sales Receipt. 

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The Official Donation Receipt needs to have specific information on it for income tax purposes.

 I have a receipt from Expedia for $2,125.00, but it was charged to my credit card as $892.65 from Expedia, and $1232.35 from Flair Airlines.  I need to match the two credit card payments to the one receipt.

How can I customize the Invoice numbers QB desktop premier version generates?Currently it's using a random date type format: 07-26-2004I need the Invoices to start at number 1000 and continue in sequence for each new Invoice, 1001, 1002, etc... 

I usually end up spending 2 hours on the phone with someone on support that has no clue what I'm talking about and then they tell me they will create a case and someone will get back to me and not never happens. I'm so sick of their lack of customer service and care for issues that we have with the program. They blatantly lie and say that they will get back to you and they never do but they continue to increase the cost of a program that continually gets worse and worse. So fed up with this ****

I want to make mulitple customers inactive. I get a message that they are connected to recurring invoices. I deleted all the recurring invoices. Then I get a message that they have Open Balances. But the Open Balance column shows that they don't. Do I have to close the program and reopen it for the changes to take effect? Is there a different Open Balance field that does not show in the Customers & leads window? Thank you.

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The company information is in the cloud so why is the info displayed on my mobile app different from that on my desktop?

Every time I click on customers and invoices on quickbooks on my phone, it says to add a new customer or new invoice. It will not list/show my existing customers and or invoices

I feel like each time I add in a sales receipt or invoice I'm doubling up the amount.