Sales & Customers
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When I open the standard report "Estimate by Customer" It allows to add additional columns. When I add Phone Number - the column shows up as blank, even though the phone numbers have all been entered for each customer. In addition it seems impossible to have the customer phone number show on invoices and estimates making it more work to go and look for the customer contact info. Am i missing something here? Is this a glitch within QBO?
I changed updated the invoice reminder to show both english and french message however when I go use the invoice reminder, it stays to english. How can I have this show what I put as the invoice reminder?
Hi there if anyone can help. 2 or 3 invoices of mine from the same customerHad invoices where the bal ance forward was 0.00 when they made the payment om time. This keeps coming up every so often and its important to have this summary corrected. How can I fix this from either mobile or laptop?
HI - I enter time and materials for a contracting tagged to specific jobs - to bill I create invoice and select "add time/cost" it pulls all the time and materials (pre-tax) into the invoice // My issue is when I create and income reports such as profit and loss or income statement it does not include the amount on the created invoices for the materials - Why? When i do my HST return i checked and it does give the right amount for HST collected but the income doesn't reflect this It is for a company that already had QB up and running before i started so maybe a setting ?
Worked fine until a hour ago / I know recent update and I have completed update on my iPhone
I know you can bulk change Classes, under Settings-Reclassify, but I need to Bulk change the Location on several months of Invoices and Bills. Is this possible?
Good evening! I am attempting to properly input appropriately into an invoice a single item, with ensuring that it is properly accounted for as COGS and not the entire thing as revenue! We have a small business - my husband works on furnances, fuel pumps etc. We don't stock pumps or large items, so when we do purchase them, they are purchased directly for a customer. For example, A water heater was purchased for 1400$ roughly, making taxes (13%) 182$. My husband paid a total of 1582$ for the water heater, and will charge the customer an additional 200$ on the base price. Initially, when I enter the purchase (1582$) I am not sure if I am supposed to be putting it under an expense account, or an inventory/asset account. Then I am not sure how to go about the invoice - For his time , truck charge, and other small materials everything is easily set up. I have non-inventory items available, but I am not sure how to list
Is there an automatic feature?
Why do I see amount received on a new invoice I created?
We're using Quickbooks Online Advanced. Products/services and time are ordered and allocated to projects, when bills are received, the products/services are marked as billable and are available to be added to invoices. When we create invoices, we to add all the items to the invoice, but when the invoice populates, all of the items show their "purchasing description" rather than the "sales description". Is there any way to change this? It's resulting in a huge headache where if we want items to be linked to invoices, you need to basically delete every line one by one, then re-add every single item. Defeats the entire purpose.
I printed a customer statement that i wanted to list all open transaction but it also list the invoice from previous years that has already been negated by a journal entry to declare it as a bad debt. Both the invoice (dab debt) and the journal entry appears on the statement. how do I make these 2 transactions disappear from the statement
I need to enter my own# for invoices. I am migrating from Sage into QB I did do the import all ready but now I have a few more invoices to enter. So I would like to be able to add my own invoice#. Could someone please point me the correct direction. Thank you Sherry
I can't seem to change our payment method from anything other than credit card.
HelloI am trying to change the description of one of the products. It accepts the change upon 'Save and Close' however when I refresh, it reflects the old description. I have tried umpteen times but still the description does not register the change. Can I know why?
To split vendor invoice to expense creating departments
Hi- I set up multiple recurring invoices to different clients to go out at on the 1st of the month. Will they all be labeled in sequential order? Thank you,Mayana-
My husband started a small business and made a few mistakes on the first invoices he completed. I will try to include an example below of the issues while adding taxes, etc. Subtotal: 180$GST (8%) : 14.04 (*Should be 14.40)PST (5%): 9.00Total: 203.04 (*Should be 203.40) Essentially he incorrectly wrote down 40 cents. I don't plan on chasing the customer down to get the extra 36 cents, however I am not sure how to adjust this in quickbooks. We need to pay 13% of what we received, which was 203.04. I can either adjust the invoice to match (reduce the 180$ to 179.68) but that forces me to adjust the paper copy to match. My other thought was to allow QuickBooks to calculate the tax properly for the invoice - to 203.40, and then immediately use a credit memo to remove the correct portion. (32 cents with HST@13% = 0.36$). I've shown my husband the error so he is aware and won't make it again, but in the meantime I am not sure how to do th
Hi- I created my first Invoice to begin at 1361 (where my old program left off). Once it was sent I created a "Recurring" Invoice hoping it would follow in sequential order (1362) but it began at 1001. How can get all invoices "Created" or "Recurring" to follow in sequential order with each other beginning at my original custom number? Thank youMayana-
I made an invoice for a customer and they paid it with their credit card using QBO. QBO tried depositing this amount into my bank but I guess I had incorrect banking information and they told me to update it so QBO can deposit the amount. I updated my info but QBO never submitted the funds again. So I have $350 just sitting in limbo and every time I open my "Sales" tab, QBO said that it "needs attention" in order to deposit these funds. I am not sure what to do in order to have QBO process this.
How to change my address on invoice?
