Sales & Customers
Recently active
Original commenter did not share additional details
HelloA sales order has been generated and sent to the customer. I now need to invoice the customer for a 15% down payment.I have an item "Down payment" as a payment.If i create an invoice from the sales order i either invoice the sales order at 100% or selected items on the sales order...The downpayment item is not accepted on the invoice..What am i missing.?ThanksOPL..
The base import functionality of QBO has pretty limited columns. How do you import shipping addresses and shipping charges?And, is there a way to import bundles, or must we import the underlying products?Thanks.
I use Square and I have received my first deposit. How do I record this correctly, especially the tax bits?
I am using Quickbooks Online in Canada
Customer name, billing adress, sales receipt date, payment method (Cheque), Reference no.(86543), Deposit to "underposited fund", service date, product, description, quantity, rate, amount, and sales tax are followed the tutorial video.
I have 80 invoices this month. Most to USD. My realized exchange gains and losses shows only three????? WHY
I have multicurrency set up and want to be sure I'm tracking correctly. Seems like too many conversions are happening for my setup. I invoice US based client in USD (which is most of my invoicing). I receive payment via Stripe in USD, which transfers to a USD account. The funds sit there until I decide to transfer to CAD (in reality, which is where the 'gain' occurs). QB is tracking exchange at the following steps- invoice date- payment date- Deposit dateDoes not track at the transfer point (from USD to CAD). Any advice again just tracking my gain at the transfer of USD to CAD? and not at invoicing and payment receipt? Would be much easier
Received payment from client (example $100,000), this is for different purposes (example $50,000 consultant fees; $25,000 Salaries; $25,000 overhead costs). How to record the payment and assign the itemized amounts?
how can u change the comments in the automatic invoice email
Hi, everyone! Just wondering if anybody had a similar experience in depositing a cheque from a customer and wrote down an incorrect amount. Amount on the cheque is $158.20 and the written amount when client deposited the cheque was 158.50. How can I deal with this when I want to match the invoice to the bank? Should I just edit the original invoice to match the deposit amount? Thank you!
Using QB 2015 Premiere Manufacturing & Wholesale, inventory based sales. How can I issue a credit after an item has been sold/invoiced without affecting the inventory? They are not returning the goods, I just want to refund part of the cost. I tried creating a 'discount' item with the cost of goods as the account, but you can't have a negative amount on a credit note. Also tried using the discount on an invoice, and same problem - can't have a negative amount on an invoice. It has to be a credit note of some kind, but I'm at a loss how to achieve it. Scenario: Sold 5 of item ABCDE @ $100.00 each, I want to credit the customer $10 each - $50 in total, without affecting the inventory level of item ABCDE.
The missing invoices are not showing in the customer listings either.
I am using QuickBooks Accountant online. Could you please tell me how to use cash discount to customers when they make less payment without editing the invoice ?
I would like to be able to search through multiple estimates from the same customer , ie Home, cottage, business . It asks for the job name but once it’s creates you can’t search for it.
I have 2 different products I am selling. I would like different invoice styles for each product. Can I have 2 different custom invoices in QBO?
