Sales & Customers
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Hi everyone,I currently create new projects for almost every sale, as we do custom metal work which sometimes involves multiple steps, expenses and invoices. I'm wondering if there is a way to auto number projects, similar to auto number invoices? Currently our flow goes: set up new project, create estimate for work, use estimate to create deposit invoice (50%), (sometimes) create invoices for other expenses billed directly to client throughout project, then create final invoice. This is all great and lets us keep everything together, but for if the system could auto populate a project number, I can use that number on drawings and emails to send to my employees to track time and label parts. Sometimes the project names are similar or too long. Does anyone know if this is possible?thank you!Paul
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I accidentally processed a deposit for an outstanding invoice before the customer paid it. They sent me a copy of the invoice showing it was PAID. I was confused at the time, and this question occurred to me after the fact. Any feedback would be appreciated.
Accidentally marked an open invoice as paid when it wasn't paid
Customer wants to pay with American Express. Unsure if it is supported.
why cant i sort my invoices properlyif i filter invoices by date they do not show up in chronological order, the same if i try to sort by invoice number. this is broken.why do i need to post on a bs forum instead of addressing my issue directly with the product developer?This is an expensive program with amateur support
Recording uninvoiced income
I pay some of my subcontractors through a third party website like Upwork. Everything has been finished I'm just documenting it, but I can't seem to figure out how to do this and the community posts seem to be different layouts than the latest version of QBO. Thank you.
I have an estimate for a project accepted by our client. I forgot to create an invoice from this estimate and instead created a separate invoice for 50% of the project total. The next invoice I created I remembered to find the estimate and created a 40% invoice. Now that it's time to bill the final 10% the estimate shows that 60% is still owed. Do I have to delete and re-enter the first 50% invoice or is there a way to link the invoice to the invoice after it's been paid?Thank you, c.
The camera shows the image but it's always out of focus
Why cant we see credit memos on the app??
There was one day of transaction when the receipts on VISA was less than the only refund to a customer that had made a large purchase previously. This caused a net outflow from the POS when this net transaction hit the bank. How do I make the appropriate entries to make these transactions match with what hit the bank? I am also stuck with making a refund receipt entry which automatically prompts me to make payment via cheque, but the refund had already been made through the POS system. None of the online discussion I came across matches this scenario and it's awfully frustrating!
invoice amount is 6242.33 and jobber takes a fee of 168.84 so the amount that is deposited in the bank feed is 6073.49. But I need to account for that jobber fee by reconciling the amount. It's easy to do from the bank feed but I need to know how to reconcile while "receiving payment" directly to the invoice. How do I do that?
I always assumed that if you book a sale to a specific class, the other side of hte journal entry (AR account) is automatically also booked to the same class and that when the cash is received for that sale, the transaction to Debit Cash and Credit AR automatically is booked to that same class as the underlying sale as well, but somehow it doesnt and goes to an unspecified class which is terrible. Same with bank transfers, if I transfer cash from one account to another, it's always unspecified class and no way it seems to assign a class. Please help, this is really critical for our company to also have a Balance Sheet by class, not being able to do this really defeats the whole purpose of having Classes at all if you cant get a full set of financial statements.
Hi, I have a client who uses Shopify as a sales platform. Somehow their books were messed up last year so in January, a new customer was created and was called "Shopify 2022". Every month we go into their shopify account, Pull the sales summary, then we enter in the sales, discounts, returns, shipping, gift cards sold and gift cards redeemed. They are in BC so I then go into the taxes screen and separate the GST and the PST to make sure it's correct. That entry's invoice number is Oct 2022 (or whatever month it is) and then in the bank we post all shopify deposits to the customer Shopify 2022 and the AR account. The accounts seem to be messed up in Nov 2021.Any Idea how to fix this or cross reference things to make sure the right payments are going to the right invoices?
