Sales & Customers
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Recently we notice some customer information is changed. In particular, some were changed the company info to "University of Florida". It's strange because we did not change that information before.Kindly advice. Thanks.
I was on QBO and just upgraded to QBO accounting. I need access to my invoices each month, not just an email to tell me payment was received.
Why is there an "a" being added to invoice numbers all of the sudden?
RECEIVED PAYMENT BY CHEQUES DEPOSITED DIRECTLY TO BANK ACCOUNT. hOW DO WE GET THIS PAYMNT APPLIED AGAINST THE CUSTOMERS OUTSTANDING INVOICE
How long does it take to process payment into your account from the date an invoice is paid? I have had credit card payments processing only take two days, how long for processing if a client pays through their bank?
I'm having an issue with printing customer payment receipt slips whenever I apply a credit to the payment. The credits are not showing on the receipts. This issue is recent, as it never did that before. [I'm currently using Quickbooks desktop, but I also tried the Online version and it's the same.] Example: Payment - $150 Invoice 1 - $100Invoice 2 - $100 Credit 1 - ($50) When printing the Receipt:Invoice 1 - $100Invoice 2 - $100 Amount Credited - $0Total - $200 There used to be a section below the invoice portion that spells out what credits applied to the payment. However, that doesn't show up anymore. The temporary solution we did was to put the credit info and the actual payment received amount info in the Memo section, as the total amount printed is wrong.
Hi,Is there any feature in Quickbooks online which picks up project numbers in the invoice received from suppliers or accounts payable and then associates it with that particular project number? Basically, if I just upload the pdf of invoice I have received in Quickbooks it tells me this is related to that Project number?
We externally generate our invoices as the complexities of our design layout are beyond the capabilities of custom QB templates. However, we use the QB invoice module to record individual invoices into the accounting system and to allocate monthly lump sum invoices into various income streams for reporting purposes. We would like to be able to use QB to send out our invoices, with our custom invoice attached as it has some good automated functionality that is helpful with collections tracking and activities. We would like to do this, but without the button in the e-mails that says "View Invoice" as it confuses the customer when they click, and see a differing version of the invoice (QB generated one) to their official, attached one. Also, we do not want the customer to see (through the QB generated invoice) how we are internally allocating our revenues on a lump sum contract. Please help!
Hello - I hope someone out there can help me. I am using QuickBooks Desktop 2019 Pro. I enter daily restaurant sales using a memorized Sales Receipt. The totla of the sales is supposed to be posted to Undeposited funds. The box is checked in Preferences, the List Item for the sales shows Undeposited Funds but I get a message telling me it cannot be posted to Undeposited Funds. See Screenshot attached. I have been using this all along but suddenly, today, this is happening. Any ideas?
How to deposit a credit card payment from customer
I just opened a new account with QB online. It's the plus version. I have problem printing a detailed invoice.For example, I have 10 different products on one invoice, when I select print the invoice, it will only print 2 lines on the invoice. It just randomly combines the items together even though they are different products. I have been waiting QB Online to solve the problems for me for more than 2 weeks and I have done many follow ups in this 2 weeks. I was told that the Engineering department is working on this issue but when I ask when this will be done. They told me no time frame will be provided.This is be my last resource. I will have to give up my new account if I still can't get any help from here.
I see that Quickbooks in the US has introduced a card reader and Gopayment app. Are there any plans to introduce this in Canada. If yes, when? Thanks.