Sales & Customers
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Looking for some help here, as none of the other topics quite fit my situation. I issued an invoice back in March, but subsequently voided it, so there are no issues there. My customer accidentally paid the voided invoice in June. This mistaken payment was deposited to the bank, but then the customer issued a stop payment and the payment was reversed. I was charged a nominal fee for the stop payment as well. I've already entered the stop payment fee, so just need to clear the deposit and reversal. How would I enter this into the books to clear the bank feed? I haven't been able to figure it out.Here is what it looks like on the bank register:
To clarify from the start, I am a business located in Canada with all of my transactions occurring in Canada. Also, this is equal parts of a rant and a question. I need to accept payments outside of my office location. I have loaded the mobile app on my iPhone but it does not provide the option to select a payment type from the invoice. After much searching (and a call to support who told me to uninstall and then install again) others have told me this is an iPhone lack of feature in the app. I have since installed the app on an android device and the payment feature now appears so I can manually enter the CC information. I would like to add the CC reader to my device as advertised on the QuickBooks page. All of the Google links point me to pages that support the GoPayment app which apparently is not available in Canada. Also, the reader that shows up in these searches also promotes the "first device" is included in your subscription but I have now found that this is not avai
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I need to send a customer a receipt of payment. I don’t know how to create one.
Why can't we see which email address bounce?????
I want to make a custom REFUND for with formatting ( column width's, etc.) similar to my custom Invoice and Sales Receipt forms. I have looked in all the usual places in my QBO program but have not discovered how to do this.
How can I edit my business address?
It doesn't show in the 'customize' screen, but it does when I create an actual customer invoice - help please!
Why can't I create a credit directly from a sales invoice? It seems that the only way to make a credit note is to start a new one or copy an existing one. The desktop version could also take a sales invoice and generate a credit note directly from there. It then has all of the details from the invoice so there is no re-typing everything and less chance of error. But, online does not have that option. Why? I submitted a feedback request about this, but I don't know if that really makes any difference.
wanting to add my electronic signature to my sales invoice template
Hello, I am having issues with an item and its sales tax rounding... We have a service that we charge $7.00 for. Sales tax for this is 7.0% This should make the customer's total $7.49 (no rounding necessary), but the invoice, sales receipts, etc. are rounding this up to $7.50 for some reason. When I add 2 quantities of this $7.00 item, with the same sales tax of 7.0%, the total is $14.98. Each quantity provides a different outcome for the total, and there's no rhyme or reason as to why it will randomly add a cent here or there. Any suggestions on how to fix this? This is a problem if someone is wanting to manually figure the total it would cost a customer. Any advice would be greatly appreciated!
I added a new customer and entered the sales invoice. I did not see anywhere to enter the GL code. This is a revenue entry. When I pull up the report the sales invoice is not recorded. Where do I go to get this added to my sales?
This is a recent change for the online QB. I loved seeing all of it. "All Transactions" does NOT show all.
error ; JSON.parse: unexpected character at line 1 column 1 of the JSON data
some, not all reoccuring invoices get bounced
We are currently using Service Fusion. When our invoices sync over to QBO the tax (HST) is getting rounded up by a penny. Throws of my books because when the customer pays I will always have one penny owing on the books. Have to go in an change all the invoices in QBO which is so annoying. I did see a thread that this has been an ongoing issue for a few years. I however do not see a resolution to the problem.
I use Premier Professional version and track time and expense by employee. I also want to begin tracking budgets, so i have begun entering them as sales orders. When i go to invoice, i have to go to my time and expenses, create a mock invoice, take a screenshot, clear the invoice and then start again using the create an invoice from sales order option so i can track it.Is there an easier way to do this?
I need all payments - each in separate line- to be reflected in the Invoice, or in some Report. My clients have multiple invoices and they pay installments on each invoice. There is no way to print a particular invoice with all payments applied to this invoice. In the QB Desktop you could open the Invoice , and EVERY payment was listed there. In QBO only TOTAL of payments is indicated. Please do not suggest "Transactions by Customer". I spend hours separating the Invoices with the payments and arranging them into separate Reports in the spreadsheets! This is unacceptable. I called the HelpDesk, they said, they included this feature "for me" and tried to charge me $695!!!! When I refused and wanted to ask more questions, they said "no problem" and simply disconnected. What kind of customer service is that? And how it is possible that such basic feature is still unavailable in QBO: Invoice with every payment applied to this invoice??
