Sales & Customers
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My apologies for a long post.We use a 3rd party credit card processor for online sales. Normally I book a Sales receipt at time of purchase and store the funds in a credit card processor holding account. Weekly the processor deposits funds into our bank account minus the processing fees for all sales. I transfer the amount to match the deposit from the holding account to the bank and transfer the rest to the credit card processing account. Recently we changed processors and a mistake was made. It has been rectified but I have a couple of transactions that got through before the mistake was found. The new processor charged the processing fee to the customer on top of the cost of the purchase. I immediately refunded the customer the mistakenly charged processing fees. Now I don't know how to record this in QBO. I created a sales receipt for the full amount and charged the correct accounts for what was purchased. I recorded the processing fee in the credit card fee account.
I have a US and CAD bank accounts. Most of my invoice payments are sent to a digital wallet. When I have enough funds I'll usually convert from US to CAD and send that amount to my CAD bank account. What are the steps to properly record payment?
Hi,I'm really stumped on this one. I have quickbooks enterprise and there are a few custom item fields that I use when creating an invoice that I do not want the customers to see (I.E. I check screen but not print). I've designed my invoice template and everything appears but the column width for these custom fields is so small that I cannot see them. I can adjust the column width on the invoice I'm working on to see them but then I have repeat this process for every single invoice. It's very easy to control column width for the printed invoice but I'm clueless as how to control column width for the screen you see to create the invoice. Any ideas guys? Thanks!
qbo keeps asking for security steps to link credit card
is there a simple way to stamp a reminder invoice with like Overdue before re emailing it to the customer?
We have recorded all customer payments in our bank account as a Sales Receipt when importing them into Quickbooks Desktop. However we have a small number of customers for whom invoices were previously created and those now appear as unpaid invoices. I believe we should have received the payment and then created the Sales Receipt. How do we undo the Sales Receipt we created in the bank reconciliation so we can balance the invoice properly?
I’m trying to add my invoices from 2021. But I’m only able to create them here, I have them done I just need to learn how to scan or import them
we’ve implemented a 10% fuel surcharge and need 2 sub-totals now
When I click on New / Customers / Receive Payment, I used to choose a customer, then their Email appears, along with a list of unpaid invoices. However, today, after choosing a customer, no email appear and no list of invoices, so I can't apply the payment to specific invoices. Is QBO having problems, or did they make another dumb change?
