Sales & Customers
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Some invoices have documents attached, some not. Some invoices go through, some not although it is exactly the same recipients. And this issue has been going on for multiple accounts. It seems to be more an issue with QB than the emails of the recipients as it is not only one.
My invoices older than Feb 2021 are missing.
We provide services to a restaurant franchise. I made a mistake when recording payments from two of their stores.One of the bookkeepers accidentally recorded cheque#1234 under store A and store B. Normally I would void the duplicate entry and contact the client explaining the error, but the books are closed for that period (FY21), and password-protected.What steps should I take to clear out this duplicate cheque and generate a new invoice?Thank you,
Hi there. Is it possible to create a receipt without an invoice? Or to create an invoice that does not send to the client, then mark it paid, and have only the receipt sent to a client?If someone pays me for services at the time that they receive them, I don't want for the client to receive both an email for the creation of the invoice, and an email stating its paid.Thanks for your help.
We rent some of our equipment from our client and the cost of that is deducted on our invoice before we get paid. We used to create a row on Excel for that. How do I do that on QBO? Thanks.
On pc I’d click receipts and process them how do I do it on the app
Customized Invoice A - Needs one email address and customer message Customized Invoice - Needs diff email address and customer message
I have a client trying to pay an invoice by credit card. She is told that she gets charged, and then there's an error and then the amount gets credited back to her. what does this mean?
Many business accounting software now offer adding a tip on invoices . Does QB have that option ? And will it add it in the future?
I see how I can add a customer but I need to add a different address for the job site
QBO customer display now shows the following since the weekend: Brown, John & Laura Does not show up like this when bills are printed but its annoying. Please fix it.
Hello, I am fairly new to accounting, sorry if this question is obvious to the gurus here.We have a customer in Alberta who for the last 4 invoices has been being charged HST when they only should have been charged GST. They have paid each invoice fully with the HST.They have been made aware and said "dont worry, we will get it back when we file our taxes"but I know that unfortunately it's not that easy on my end.How do I go about fixing this in QBO so our accountants don't hate me? :) If I go into past invoices and adjust the tax code on an invoice thats already paid, it will generate a credit on the account for the excess amount, right?Will that be enough to fix this error? And then I just send the customer a statement showing the credits on the account? Thanks in advance for any help!!
When I go to take a picture of my receipt it will center but as soon as I click capture it will only capture the right edge on the receipt barely showing the far edge numbers. I have reset, restarted, deleted cache, deleted quickbooks all together. Doesn't matter the background. Just about over and done with quickbooks all together. Took 20 min for one receipt. I have 100 left. At this point a waste of money. And don't tell me to take pictures then upload. The point of the app is to work as intended or why have it at all.
I accidently clicked the paid on the invoice, I don't want to send it to my client because it shows that they paid already. is there a way to fix this?
I have found the 'message to customer' has to be the same for each template but the footer can be different in each template - but the footer is in the wrong location for all that information!
No more details than the question.
Hi,I have regular payments from insurance companies coming directly into company's bank account. These payments are not associated with any invoice as well. What would be the right way to record these payments in the QB?Thanks in advance
