Sales & Customers
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Just not sure where to start. Tried hooking up payroll but I can’t find it now.
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I have GST and PST taxes as I'm in Canada but only the GST will show from Dubsado. I use the QuickBooks codes in dubsado so it is all linked correctly.
How do I charge sales tax? I have it set for my province and checked excluded. So when I make an invoice it’s showing $0 for taxes it’s not calculating it and there is no option for me to enter it manually. I do my invoices on the app not on desktop.
I believe it is the vacation accrual that quick books does automatically?
This is what happens on my custom field SUBTOTAL 1,850.00 HST (ON) @ 13% 253.50 TOTAL 2,103.50 TOTAL DUE $1,052.50 This is what the standard invoice does: SUBTOTAL 1,850.00 HST (ON) @ 13% 253.50 TOTAL 2,103.50 PAYMENT 1,051.00 BALANCE DUE $1,052.50
how do you add interest to an invoice, customer is late paying
I see the discount option but that is before HST. In Quickbooks Desktop if a customer short pays an invoice it asks you what you would like to do with the balance. Is there this option in Quickbooks online?
I am using the process of editing deposits and making sure they link to the "Customer" and are recorded as "direct deposits. But seeing a duplication of credits when I receive payments.
Is there a way to run the report so that I only see retainers that have a balance /credit and not the list of ones that have been exhausted. It makes for a long report but I really only need the 10-20% that still have open retainers. Thx
Our QBO instance is in CAD, the embedded option to accept credit payments only works for CAD clients. The option does not turn on for USD clients. Is the another vendor/plugin that fixes this?
We have a customer that collects payment for multiple customers.Is it possible to do one of the following? Individuality invoice each customer but send all the invoices to a single customer and allow the customer to pay in one lump sum or split payment to each invoice.OrIs it possible to send a single invoice that sums up multiple products each owned by a different customers?
This is with QuickBooks Online
My technicians have no business seeing the company’s income and other private info.I need the users to have limited access while being able to add customers and generate invoices and receipts. This doesn’t exist!!! Any suggestions?
It's a feature in the app on my phone