Sales & Customers
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When I press preview invoice it doesn’t show it’s blank page
Creating invoice need to date products/services on invoice works on my other account?
I am a bookkeeper, and I have a client who uses Houzz Pro. Each month, more than 80 invoices are generated in PDF format. However, when I convert them to CSV to upload to QuickBooks , Qb platform reads the data incorrectly, and I can't correct the errors to properly add the invoices. Since Houzz Pro and QB do not sync in Canada, is there an efficient way to transfer this data from Houzz Pro to QB without having to manually enter the invoices, or is there a tool that can streamline this process?"
My invoices won’t load on the QuickBooks app, how can I fix that ?
No preview, doesn’t allow to print or export invoices
In QB Online I push the "Save and Send" button after Receive Payment, but I'm not seeing this in the App and no receipt is sent. Apologies if it's obvious.
I'm having trouble closing one of my invoices it won't register the payment.
I'm trying to deactivate customers who we know we will never work with again. There is one, for example, who we had created a project for, but it didn't go anywhere, there is no time there is no invoice, the project is marked as cancelled, and I'm unable to deactivate the customer because I'm getting a message that says "If this customer has active projects, it will not be made inactive". However there are ZERO active projects, and it will not let me deactivate the client. We have other customers with multiple completed projects and transactions that we also want to deactivate. The solution proposed to me by Support when I reached out, was to remove every single transaction from being linked to the project, delete the project, then I can deactivate the customer. That really doesn't work for us. This seems to be a bug, and I'm wondering if anyone has found a better solution?
I have QBO Accountant and cannot add late fees to outstanding invoices. Do I have to subscribe to QBO Advanced just to get this option?
Help
Is there a way to set-up recurring transactions so that the service period dates are shown and change each time it's created & sent?We send out monthly invoices for ongoing continued services. It would be helpful if each invoice could auto-fill with the month for which it covers. I know about the "service date" option in "sales form content" menu, but would that update each month? also, it is only one date, whereas a range would be better for this. Anyone have suggestions on how to do this? At the moment we include a line saying the invoice is for the service period beginning on the date of the invoice, but it would be nice to be more specific.
I'm encountering an issue with enabling online payments for multi-currency invoices. Although I have purchased a plan that supports multiple currencies, I'm unable to enable online payment options for invoices issued in USD. Despite ensuring the settings are enabled, the option remains off when I attempt to finalize the invoice. Could you please assist me in resolving this issue? Thank you.
I have 2 business' in my Qb account, didn't realize I was in the wrong business
I have a client in the US and when I send an invoice there is no option to pay, why is that?
I'm using Quickbooks Desktop Premier. When using the "add time/costs" feature - mileage tab while creating an invoice, I want to see the notes I've recorded in "track vehicle mileage". How do I edit the window to show me those "notes" instead of the item "description" that it's currently set to?
Can the payment be received to the US bank when invoice was issued in British Pounds
