Sales & Customers
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The method of payment wasn't recognized by QBO which was Interac e-transfer. How do I mark this as paid?
how / where do I input and edit primary and secondary contacts for a customer?
I accidentally moved too much money out of my bank acct and and a QB credit card processing fee was returned NSF. How to I forward this money to QB?
Hello QB experts! ( QB desktop user)I need your help finding out what is the best way to deal with the following transactions:I receive payments tuition payments on behalf of my clients (students) and transfer this paymentto the universities ( no profits here) just a transfer.How do I set up this transaction? I have added the students as customers and the schools as vendors, but I don't know how to deal with the transaction...I was invoicing the students for the tuition, but it was coming to me as income, but then, I got lost on how to deal with the payment that I was making to the universities with the students money? The other part of this transaction, is that after the student is admitted, I invoice the schools for a commission fee, again , I am confused on how to deal with this. Any help is greatly appreciated! Thank you
The deposit was reconciled and then we marked the invoices as paid because the split deposit didn't do that. QBO thought it was a double deposit, so removed the unreconciled payments from the chart of accounts. Reconciliation report looks good but now my invoices are showing as unpaid even thought they have been already. How do I fix that? Deposits were in June, so will it affect GST/HST filings which happened already?
I do not want to use Quickbooks Payments, but the system keeps forcing me to add it.The home screen setup guide always says 25% done and I don't want to do any more with it.Many features that I use add a link to set it up, which is annoying.We already have a payment provider and we don't want Quickbooks Payments.How do I remove it and all the links that keep telling me to set up Quickbooks Payments?
This started last week, the same day that QBO update their user interface. I do not know that the issue is connected to that update, but it might be.
I accidentally sent an invoice to the wrong customer (whose family of the one I need to send it to) and I charge them different hourly rates, due to circumstances. The other person opened the invoice, when I update the customer I'm supposed to be sending it to, will the previous customer be able to go to their email and open the invoice and view the updated one? Is there anyway to stop that, if so? Or, when I update the customer, will the previous customer get an error when trying to open it? Thanks!
My insurance company is asking about Work Orders, Waivers, Customer details, and places for customers to sign off on completed work. Any ideas on these issues?
Whenever our accountant closes the books, I am unable to edit any estimates. Is there a setting to allow that? I need to edit estimates sometimes after the books are closed and our accountants do not give me the password.
I am using 2021 Quickbook Desktop Premier version. When I prepare a customer statement, the description line includes the "memo" line of each invoice. Under "customer/create statement/Select additional options" I do not have any checkboxes turned on for any additional information.With memo line included, my statements are 10 pages long as we do include lots of details in the memo line. Is there any way to exclude memo line from the description? All I want is invoice #, and a due date. Thank you
ERP System sends invoice to QBO over the API. I have Messages configured in Account and Settings -> Sales to send me a copy, and to BCC another email address in QBO. When the invoice is generated from my ERP system it is not without manually entering the address cc'ing me.
QBO quote numbering system drops behind, instead of "knowing" my last quote number and automatically using the correct subsequent number. How do I correct this?
I created a new receipt template with a new name. I used our current custom receipt template, changed the name, changed the content and saved. Later we went to make an invoice and the content had been changed on it as well. I checked our regular custom receipt and it was changed as well.
