Sales & Customers
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I want to be able to import details from a new supplier who also uses Quickbooks. If they send me an invoice, it seems quite redundant that I need to manually enter all their info as a new supplier, manually create a bill, and then manually upload the PDF invoice. If we both use QB online, surely there is a way to just add them into my system?
Is there any way that we can alter our Estimate Template to look this way: Item Name | QTY | Cost | Markup | Retail Unit Price | Total Retail We need it to show the retail unit price. Thanks
My customer has a credit of 5K but they also are a vendor. I currently have a bill from the vendor for 3K. How do I apply the vendor bill of 3k against the credit on Accounts receivable. The customer/vendor will not pay the 3k since they have a credit of 5k. I hope this makes sense. Thank you for your input and assistance
I did not have that issue in the past my clients always has the description of services . This has been going on for a few weeks and i tried to correct it but i didn't have any luck.
I have created new category in Product and services and it is not showing up on report. it active and I have clear all cache, restarted the computer and use incognito mode as well nothing. It will not show up as well I added a list of services to that category and I can see either. I try loading up again and it's telling me it has been added but I can't see it
I see the invoice has been recetved.
As administrator, I've turned on the collections centre in company preferences but the other users don't have access to it. Has anyone got any tips?
I thought I would be smart and try to send my latest invoice to a customer via QB desktop. It opens my Outlook 365, attaches the invoice as a pdf, autofills a bunch of nice things to say to the customer. When I preview the PDF, the text/layout looks terrible. Text and columns don't line up. I have to 'print to pdf' to get proper layout, then compose new email and attach said pdf to the email. Good thing I checked before sending it off. - OR - the program freezes on me and I have to crash it...
Hi, I have Sales recorded for $599 but need to pay refferral fee $100 to another guy, so what is best method ? 1 Recording sale as net sales of 599 - 100.2 Recoding sale fully at 599 and recording marketing expense as 100. Please share reasoning to help me understand. Regards,Navneet
When we invoice customers they holdback 10% of the invoice until the job is complete. Currently we use an item code HB which is a 10% deduction on the ivnoice and that puts that money into a current asset accout. Then when the project is complete we create another invoice with the item code HB PO (holdback pay out) which deducts that money from the current asset account and posts it in accounts receivable. We pull a report monthly to see if we missed anyone that we could invoice. It shows ALL debits & credits and the final balance, not an individual project/customer balance. Our options currently are: filter by name for projects to try to eliminate ones we know were invoiced which takes a long time OR export it to Excel then filter by name then match up credits & debits to elimianate fully invoiced projects. We can't filter by date as projects can last up to 2 years. each name. How can we manage this system better within QB so that we can quickly easily see
Good morning,A customer paid two invoices twice. The invoices were submitted to the customer and paid by them twice in the month of May. After going back and forth for months, they would just like the amounts refunded. I entered the payments in May. Just as a payment against no invoice (receive payment screen) and it's been sitting there as a credit. Now I have issued a cheque to them, but I can't figure out how to put the two transactions together. On the Open Invoices report, both the payment (May 2022) and the cheque (Aug 2022) are both there, netting 0, but I would like to figure out how to apply one to the other.One of the payments was negated by the cheque, but the other is still sitting there in open invoices $XX payment and $XX cheque, equaling 0. Should I have issued two separate cheques? Is there a way to fix this without changing a previously sent cheque? They already have it and have cashed it. Any clarification required, please let me know.
I'm running QB 2018 Pro desktop, and I just tried to send an invoice to a customer via email, and I got this error in a popup window:"You'll need to update your software to access your Intuit Account here."I last successfully sent an email on June 26, 2022 so the only thing I can think of is that QB released a purposely breaking change to get ppl off older versions. Is this the case? Or is there a simple fix for this? Will I be forced to upgrade for basic functionality?? I also attempted to add a new email account and got the same error.
Why doesn't the app on my phone show my customers and suppliers?
I have been able to match invoices and bank deposits when they are in CAD. When I tried the same method to match bank deposits and invoices in USD there is no option to match the entries. There is also a wire transfer fee that does not show up in my bank feed that needs to be accounted for. The deposits and invoices in question are both in USD.
