Sales & Customers
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Is there a way to add a field so to show the customer his PO# on his invoice ? should ,I thought be a simple thing to do. Unless I'm missing something in the design template.
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I will give an example, say the customer owes $2,300.00 and there is a credit that can be applied in the amount of $1,000.00 and a discount is to be applied at a rate of 1%. First of all, does the credit have to be applied or can it be saved for another time? This is how I think it would work, if the credit was applied, it would bring the new balance down to $1,300 and the discount would apply to this amount. The discount would therefore be $13.00 and bring the remaining balance down to $1,277.00. I would like input on how to do this in QuickBooks. Thank you.
A customer made a partial payment on behalf of another customer's invoice. What is the correct way to enter this?
Hi, I'm new to QB online, and am setting up everything. I've gotten Quickbook Payments approved for my invoices (just sent my first one out). I'm looking at how to request deposits on my estimates. From looking online they say I should have "+ Request a deposit", yet I don't have this option. I have set Settings > Accounts & Settings > Sales > Progressive invoicing to ON. It was written on another forum page that if I have Quickbook Payments and "the new version of estimates/invoices" I can do this. But I appear to not have the new version (It's supposed to have the word NEW next to it? What's the scoop to do this easily and seamlessly?Estimate > Approved, get deposit > Send receipt for payment and get paid > Do the job > Convert to invoice send invoice with what's left to pay > Receive balance owing. Thanks for any help! Vadim
Invoice shows $620 (which is not the correct amount), payment is $780 (which is correct) can I revise amount on invoice?
In an older version of QuickBooks I would set up a sales order. I was then able to create an invoice from that sales order by picking and choosing which items had shipped and entering the quantity on each line item. QB would then keep track of which items were already invoiced and which were still to come. The estimates in QB online seem to replace that but I am unable to change the quantity of each line item. Am I missing something in set up?
My customer has paid a bill, and quickbooks isn't depositing the money in my account
I gave customers who owe several payments because they gave missed months. How do I show them clearly, the whole account
What are the benefits of an outside app such as Jobber or Buildertrend for estimates vs QBO estimates?
Hello, Could some one advise how I can add a summary of the products quantity on my packing slips? Thanks & RegardsCherry
I'd like to add/remove columns from the invoice form that I fill out. I've modified the print version for the look I want but it doesn't transfer back to the Quickbooks form
I was able to upload two receipts and then i closed out the app and when i opened it back up the option to be able to snap receipts was not there.
How do I allocate a portion of employee working hours to a project and the balance in an other project?For example, I have an intern that is funded by Canada Summer Jobs and has to work for 40 hours/ week, in the QuickBooks Online, we created a project as her name under Canada Summer Jobs as customer to enter all her times in our company.The problem is during a week, she might work in another project - Project A for 10% of her time (4 hours) so I cannot choose two project for allocating hours (One is project under her name, another one is project A) as there will be 4 hours additional in her payroll which is not true (she only works for 40 hours including 4 hours for project A) Do you have any suggestion? Thanks!
I am preparing a quarterly GST return. I collect deposits from customers and place them in my liability account, once the work is completed I then invoice them and any deposits received get deducted as a negative number on the invoice (taking them out of the liability account). However, when it comes time to file the taxes those negative numbers bring down my total sales number. The deposit also increases the sales total, which it should not because there is no tax collected on the deposit.
Hi, I'm finding the self-employed version isn't working for me in this regard. I have receipts for my business that I want to manage through my app/web. For my receipts I need them broken down by Total (inclusive of all taxes and gratuities) and GST (only applied to the subtotal NOT the Grand Total. I can't get Self-employed to do this as it with doesn't;t pull any tax if I leave it off OR if I select GST only is applies GST to the Grand Total. Example.... Meal Receipt Subtotal = $30.00GST = $1.50Gratuity = $5.00 GRAND TOTAL = $35.00 Right now the GST would pull $1.75 from the Grand Total including tax. HELP as I can't use this app without this functionality. I can't be the only one here??? Thanks, Cameron
We migrated by the QuickBooks Desktop company settings.
How can I look up purchase orders (sent to my vendors) that were related to an invoice? I am running QB Desktop Premier: Manufacturing & Wholesale Edition (trial version) To give a background of my application, we are a Manufacture/job shop that creates multiple different custom tools & products at the request of my customers. For example; a customer may order a tool that requires me to order material from one supplier, send to a machine shop for machining, then send out for Heat treat, then we get the part back to finish grind precise details (cutting edges), before we finally sell it to the customer. If the customer orders this same tool again 2 years from now I would like to be able to look up the past invoice to see what suppliers (POs) were involved in the project. Is this possible?? When I open an old invoice, it shows me the old Sales (Work) Order that generated the invoice, but it does not show what POs were related to this job (my POs sent to
what is a closed invoice?
