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Hello, I am syncing Jobber to Quickbooks. One of the common errors is that there is a rounding error from Jobber to Quickbooks. Jobber says to go into Quickbooks and correct the invoice. If the invoice has a discount I make the correction there. I do this and then I get the Notification: The transaction you are editing is linked to others. Are you sure you want to modify it? I know that there is a payment attached to this invoice. Is this just indicating that I have to correct the rounding error in the payment as well? I am new to QBO so I just want to be sure I am doing the right thing. Thanks,Nici
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Two questions re: packing slips:1) In an older version of QB Desktop, after printing off a Packing Slip the Invoice template would automatically reappear. Is there a way to format QB 2021 to do the same? 2) If zero items are shipped (if all are backordered), the item line does not show up on the printed Packing Slip. This causes confusion with the customer, as they wonder if the item wasn't ordered or if they will not be receiving it. Is there a way to format the template to ensure all items ordered are visible (shipped or not)?Thank you!
Pretty sure invoice was correctly created with option to receive payment ticked. This is first one since getting that set up with qb
Not all a/p accounts affected, only some. QBO tech support response was to ask Sage. Doing that now, but also checking here. Thanks!
give me your e-mail
how to setup?
If we can see any indication that an invoice has been paid via a search, such as Advanced Search, that would be great. However, Advanced Search does not provide the option to add a column to indicate whether an invoice is paid. We have to click into the actual invoice and wait for it to load in order to see the "Paid" stamp. It is very time consuming to wait for each invoice to open.
Using Quickbook Essentials: The only time I ever want a client to see the descriptions of services is when I send an estimate, so I have a custom Estimate template setup to display descriptions. This works fine for when I am adding individual services to an estimate manually. However, when I add a BUNDLE to an estimate and preview the pdf, it only shows the name of the Bundle and the Bundle's description. It does NOT show the individual names and descriptions of each service within that bundle. The workaround is, within the estimate creation screen, I can add the Bundle, then manually drag/move each service outside of the Bundle's subsection (above the bundle), then delete the Bundle. When I preview the pdf, it will show the items and the descriptions. Doing it this way is faster than trying to remember what services are in the bundle, finding them in the product list, and adding them all without forgetting any... however... this is obviously a lo
invoice several customers same item charge
When taking a snap and the receipt information is abstracted from the image where in the app can it be found for HST purposes and expense purposes
Good day.. and I hope someone can help me! We have about 400 active SKU's and most of our sales are coming from 4 different Shopify stores, who all share the same product descriptions and SKU, but the stores are dedicated to different regions and warehouses (CAN, USA, EU and Wholseale). Every store has been configured to import sales in the correct QBO account (CAN, USA, EU and Wholesale), yet QBO associates a specific SKU/product to the sales account where the SKU was first created/imported. We therefore have sales being attributed to wrong sales accounts and none of our reports are lining up. Where/how can i change settings so that the sales imported from each distinct Shopify store (with the same product SKU and description) be matched to the correct sales account in QBO (CAN, USA' EU and Wholesale)? Can I do this retroactively as well?
Our bank lists a payment from Intuit that does not match any of our outstanding invoices. How do I contact Intuit to find out who paid us this amount?
I need to keep track of some quarterly expenses and I would like to create a project where I can allocate them, but the system asks me to link it to a client.
Logged back on to check my invoice and now it's all cleared
should there be a refund receipt option?
When I first created an invoice, a window popped up on the right hand side, in which I input all of my information about my business (logo, name, banking). I have not been able to find this window again to update the info; does anyone know how to access this page?Thank you!
