Sales & Customers
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I have just recently started getting duplicate invoice warnings that are not true. I've even done a search for an invoice number before I enter the next invoice and thought it doesn't exist prior to entry, I still get the warning. Example: I search for invoice number 12345. "No matching transactions were found." Then I enter the information for invoice 12345 and when I click to save, I get the popup telling me that invoice number 12345 is already in use. Any ideas for how to fix this? I DO want duplicate warnings, but not if I'm going to get an erroneous warning with every invoice entered. I am using online QB Thank you in advance for your help
I would like to know how to treat the GST/HST charged on sales for unpaid invoices. (Invoices from previous year for the current year service)Our organization invoice members in advance. Let's say the 2022 membership renewal invoice were created and dated in October in 2021. In 2021, we received some payments, and they were recorded in "Deferred" account. in 2022, we still have outstanding invoices. (Hoping that members pay eventually)In 2022, I assume I need to recognize those payments in the Deferred account by doing a Journal Entry. We still have outstanding invoices. (Hoping that members pay eventually)
I received an affiliate commission payment from Amazon, from sales from a blog (Amazon sold the product/s, not me). The commission payment was deposited in my Payoneer account. What is the proper way to enter this into Quickbooks? At this time the amount in my Payoneer account is too low for me to withdraw, and may just get used in the future for making a payment on something else not even related to my business.
i want to add our company terms and condition. how can i add that in QuickBooks?
Is it possible to invoice in AUD but receive payment in CAD? How this would be done?
I need to reclassify multiple invoices against their respective projects and can't lost the data and audit trails that are attached to the invoices. The problem I am having is that I can't see recurring projects in the drop down list, only the ones that have a fixed non-recurring deadline set to them.
Billing error. I realized I should have charged $300 an hour but only charged $95. They already paid their bill. How do I go about creating a new invoice with the correct charges and apply their payment to it? Or is there a better way?
Hello all, I'm looking to make our workflow for accepting Credit Card payments as easy as possible, and one thing that I require is a credit card P.O.S./Terminal to help me take payments in the office. I love the feature to take payments online when i send out an invoice, but I have customers that prefer to come into our office and stick their card in a machine. Is there a terminal out there that integrates/syncs properly with Quickbooks Online (I'm in Canada) that can read the card information and put it into Quickbooks for us? I'd prefer a QB/1st party piece of hardware, but if that's not doable I'm open to other options. I just don't want the extra step of taking a payment on another software/gateway and then manually entering it into QuickBooks when they pay in the office. Thanks everybody!
We have US clients, that we are travelling to, but these travel expenses have gone into our CAD bank account on a certain exchange rate - and then when we invoice the client, it converts back to USD but not at amount that is listed on the receipt - usually differs a few cents or dollars. Is there a way around this to change the amounts so that they match the actual receipt, despite the exchange from USD to CAD and back to USD for invoicing? Thanks.
how come I don't see an option to show a mark-up on an item I buy and sell for more than what I paid?
I would like to have lines with set prices that I can use on many invoices rather then spending a lot of time typing each other. Each month invoices are different
10% holdback is standard in construction/consulting, so how does QBO process these?
I have seen that option when I initially set up the invoices but did not click on the payment by cheque option. I would now like to have that payment option on top of the e-transfers. Thanks
Anyone know how I can pull a customer's invoice & payment history but with the payment in the same line going across instead of a separate line? This way it's clear as day which invoice a payment was for. We have recurring invoicing and sometimes they'll miss one and things get out of sync. The Customer transaction list and statement don't show which invoice a payment belongs to. It just shows a date it was made.
Credit memo was created in April last year, and shows unapplied. Cheque was manually issued in December last year. Now I am wanting to clear out the credit memo by issuing a refund.
Client not getting prompted on invoice to pay by visa. Visa billing set up from my end. What am I missing?
I'm having an issue with Sales Receipts templates. I need to create a template that includes category and it appears there is an option for this (a checkbox like for the other options), but when I select it nothing happens. There is no category included in either the previews or the finished template. Is there some trick I'm missing?
