Sales & Customers
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Can I send customer statements from iPad?
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Updated the complete Information in settings changing the address. But invoices I send to clients have the old address on them still.
I want to take money directly from clients bank account every month. I do not have the "Quickbooks payment- bank" in the drop down menu of payment method in sales receipt. (which is shown in other youtube videos. I do have "quickbooks payment- credit card" which I have been using. I just want to give clients another option to pay/ don't have credit card/ or who doesn't want the write down credit card info. Why is this not showing up? Thanks!
so the product I can map to the correct inventory account and the correct income account but when I try to map to cost of goos sold account it does not show up in the list or if I type the account number I have assigned
i have a little bit of inventory, but it is all obsoletei plan to set the qty on hand to 0 and assign it to COGS - Obsolete Inventorythen migrate to QBO Essentials, since Inventory was the only thing in Plus i would needmy year end is Nov 30when i do my taxes at the end of the year, will the COGS accounts have everything i needdo i need to run Plus until year end and then switch to Essentials?
Is there a way to automatically set an expiration date when creating a estimate in QuickBooks Online? For example, I want the expiration date to be +30 days from the creation date. Currently, when I create a estimate, the expiration date field is blank, and I have to enter the date manually each time.
I run a landscape maintenance company and we bill our time per customer. (QB online, Plus subscription & payroll) Here's what happens: We work in a garden for 6 hours. At the end of the day I write the invoice for that customer directly via the mobile app, including my time, and any plants we purchased for the client.At the end of the week my employee fills in her time sheet, selecting the job name from the list and making it billable to that client.This now appears as a seperate entry in that client's Account. I can click 'Create Invoice' from that Time Activity entry, but it will make a completely new invoice. How can I assign /add this time entry to the invoice I've already created (but not sent yet) please? Right now my options seem to be 1. leave it sitting in the customer's account, unassigned, foreveror2. go into the employee's Time Activity and deselect 'Billable' Please help!
1. Ability to include current period in recurring invoices. You have to manually enter the service date on every recurring invoice if the customer desires it, so it can be a nuisance and defeats the purpose of recurring invoices in that sense. This would be very helpful and save time and confusion. 2. Ability to create a payment link from selected invoices Create a payment link with the invoice number(s) and the total of all selected invoices This would be great, thanks. Also I tried to submit feedback within QBO a few times and it doesn't do anything.
I applied a credit memo to an invoice when I should have refumded the credit memo instead. How do I un-apply the credit?
I have a new client that I just set up in QuickBooks for the 2024 year. They have a gift card that was purchased in December 2023 and was used in June 2024. How do I record The previously purchased gift card into QuickBooks.
We send out donation receipts to our donors. When I send them by email, QB gnerates a pdf attachment named "Sales Receipt <#> from <Charity Name>". How can I change the receipt name to be generated as "Donation Receipt <#> from <Charity Name>"?
When products, such as grain is hauled to the buyer, it is not invoiced to them. Those buyers keep the weight slips and pay when the haul is finished. They send a cheque with a copy of the weight slips and all the information about the payment. In the past, I have used a journal entry to post the income to Quickbooks.Is there a betterway??
Hello,I need to match 2 payments from my customer in USD currency to one invoice in USD. When I try to do it, I get this error "The amount for the transaction is greater than the available amount in the downloaded transaction. " I don't have this issue for transaction in Canadian dollars, this happens only with USD.What should I do?Thank you.
How do I post a journal entry to the accounts receivable general ledger without using a customer name, to correct an error?
Hello, I am in the hospitality business.When customers book a stay in our hotel, we request that the total amount be paid upfront.We use Stripe to collect those payments and we receive weekly direct deposits.These are recorded as lump sums into an account we created called client deposits. Once the client checks in, we then create an invoice. I am looking for a way to pay off this invoice via the client deposit account I created. I cannot seem to figure this out without creating journal entries to move the funds from the deposit account. Any insight or help would be appreciated.
Hi there,I'm a student learning Quickbooks and am having trouble with an assignment. In my textbook (Using Intuit Quickbooks Premiere 2019 for Windows by Christine Heaney) there is a screenshot of the Receive Payments window showing a column labelled "Disc. Date" between "Orig. Amt." and "Amt. Due", however that column does not exist for me in Quickbooks Desktop (attached screenshot). How can I add a Discount Date column to this window? Thank you in advance for any help!
I accidentally marked an invoice as paid and I want to undo that
