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So we are using Intuit Quickbooks Desktop Enterprise Solutions, and we have monthly invoices. We use a third party program to charge credit cards automatically. When that's done, we need to upload the payment info to QuickBooks - right now, applying the payment to an invoice is manual. Is there a way to automatically do this so when uploading the payment info is just applies it to the most recent invoice?
If I set my home currency in Quickbooks Online to CAD (I live in Canada), am I only able to accept Quickbooks Payments in CAD? Or if I were to add a US bank account, could I then accept Quickbooks Payments in USD?
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QB, I have been invoicing for my clients for more than a year, now QB is requiring a new set up for invoicing, what causes this?
I see in the example that QuickBooks Online gives, the sales receipt showing "end of day" sales is cut off so I can't see the bottom few lines. I also noticed that all the entries are a negative figure (i.e. Cash, Visa, Mastercard etc.) except for the Daily Sales Income. Does this mean that the balance due at the bottom should always be zero?
I do the books for a Strata Corporation that collects Strata Fees every month. When they give me a cheque, it is really easy to deal with pre-payments, but my question is about receiving cash. Today, one of the owners gave me cash for 2 months Strata Fees...this month and next month. When I receive the payment, next month's payment goes on a Credit Memo so that I can send her a receipt for the cash. Once I have done that, then I reverse the payment, deposit the full amount to Unearned Income and transfer this month's payment now, and next month later. Is there an easier way to do this? If I simply deposit the funds to Unearned Income, I don't know how to print a receipt for her, or am I missing something? Or...is there a way from the Receive Payments screen in Customers to put next month's portion to Unearned Income?
Does QBO record the processing fees to a designated Expense Account (i.e. Processor Fees, Bank Charges, etc.)?
Hi,I upgraded to Online Advanced because I thought there was an option batch edit invoices. I can't find it on the New + menu, where I had expected to see it.I see a Batch Actions button on the invoices screen, with an 'Edit' button, but pushing it doesn't seem to do anything? What should that button be doing? I need to change the date on a whole month of transactions, and doing them individually is not an option.Suggestions?
I only have two mobile devices to use my QuickBooks. How to I get my phone number on the invoices?
I am doing the bookkeeping for a Canadian non-profit, and one perk of non-profits is that they can claim half of the federal sales tax paid in expenses. Our GST goes into a GST payable liabilities account until the end of the year when we apply for the rebate. As a charity our funding is defined by a number of contribution agreements which I track with the QBO Projects feature. I've encountered a problem where the GST is not accounted for in the Project expenses - the bill will list the full amount but the Project will be short that 5%. For example, a bill for $100 will list as $105 in total, but on the Project expense report it will only list $100.00. It is irrelevant to our funders that we are claiming the GST back in our annual filing, as the full GST is an eligible expense in the contribution agreements. Is there a way to make sure that all the taxes paid are included in the Project expense tally?
Hi, Someone know if it possible to send a email to a supervisor automatically from QB when a invoice is dû over 60 day ?If yes, can you help me how it's possible ? Thanks for your help :)
Once I add or remove a service I am finding that the actual amount paid by the customer changes. It does not reflect how much they actually paid.
We are running Enterprise Desktop 2022 (latest) & Win 10 (up to date) and I cannot add or modify a contact in Customers or Vendors. When I try to save the contact it simply says "could not save the information" . Quickbooks techs worked on this problem for 3+ hours yesterday and still cannot solve the problem. Does anyone know what is going on or have this problem? I suspended SQL Server and it still will not save a contact. If I just open an contact and press anything other than "CANCEL" it gives the error message. We are a 2 user system and the other computer will add the contacts. My computer is the "server" in that the QB files are stored on my computer. I can sign into QB on the other computer and it works fine. It appears to be just on my computer.Any help will be greatly appreciated. This is really frustrating
I would like to add custom field(s) for a start and end date of the billing time period (Quickbooks Enterprise) to show in the header of the Customer Invoice (and Sales Order) When we invoice a customer for a specific period eg. weekly, we would like to show the start and end dates of the invoicing period as part of the Header of the invoice. Thank you.
Receive greetings from me, here Robert Memeti. Kindly I wish to know if it is possible to have / enable balance due to show on receipt that is being paid against an invoice. My clients are in need of this feature - am sure we can sell more if it can be done. Furthermore, I had complained of receipt number missing on amount being paid against an invoice. Attached is the printout receipt which balance after payment is missing Kindly reply on the above as my account under [email address removed] needs to be upgraded and it may be futile to have those essential features as highlighted above.
We have host-sites that take money from customers, remit it to us, and we provide the goods/service to the host site for distribution to the customers. We don't usually invoice for this, but provide a receipt to the host site. Can they ask for an invoice?
