Sales & Customers
Recently active
Hey everyone!I'm new to QB Desktop but am loving it so far. One question I've got has to do with customizing my invoice. I'm happy with my layout but I don't like that when I generate an invoice with client data there is an item line inserted with the sales tax amount as I've already got my taxes at the bottom of my invoice. I've attached a screen shot to show what I mean. Is there any way to remove this line?
To be clear: I have my tax rate set but when I’m snapping receipts they are tagged as information missing until I open them again and select that tax is inclusive and that the rate is GST/PST combined. This seems unnecessary and I assume there must be a place where I can set these as default and only change them in the rare instance the receipt does not match these parameters.
Is there a way to get the add subtotal option using a sales receipt? It is an option on the sales invoices.
Original commenter did not share additional details
When I go to The view payment history link that comes under Billing and Subscription I can not find any pdf file
We're transitioning from Wave to Quickbooks. I'm used to uploading invoices about 60 at a time every 2 weeks, and with wave we had to manually add the 2nd tax after uploading via csv. In Quebec we have to have both TPS and TVQ on our invoices.I've looked at the template to upload invoices and it doesn't seem as though there is a way to include both on upload. Is there a work around for this?
When calculating a terms discount in Canada, the tax amount cannot also be discounted. So the QBO instructions on how to take a discount sadly do not comply with Canadian bookkeeping regulations as they discount the items and the taxes - when term discounts must not be applied to taxes. If items are being discounted for a sale, this would work. But if a customer has terms of 2% 30 days, net 31, the 2% can only applied to the pretax amount and not change or affect the tax in any way... So the discount in QBO invoices is not beneficial at all for terms discounts, which is how the majority of my customers pay.
The owner wants me to use the money owed to him from his investment to pay some invoices where he took stock. How do I post this?
Hello,We are about to move from Quickbooks Desktop to QBO at the end of January. We currently use one POS system and are going to switch to another (Hence the need to switch to QBO because the new system only works with QBO). There will be a period of overlap between the two POS systems, is it possible to have both systems linked to a single QBO Company file for a period of time?
Probably because the product manager doesn't care
I'm trying to send an estimate to a client, however on the PDF preview it shows 'Accepted By and Accepted Date' even though the estimate's status is pending (see attached). Changing the status from Pending to Approved and back again does nothing and I have no way to remove this. I was wondering if there's a solution to this issue since it looks confusing to a client to include this on an estimate when it doesn't need to be there. Any help is greatly appreciated! Thanks, Nick
The print option isn't coming up anymore
A client of mine has an unpaid amount and it has been over 30 days. I have a notice on my template for 2% of overdue amounts.
Hi I use QuickBooks desktop. For several years now I run into an error every month. When I do a backup after reconciling my accounts I always get a bunch of errors. The error text generally looks like this.Error: Verify Target: Invalid sibling name. Rcrd = 165378. Ref = 8Details: Type: deposit, Transaction: Txn # 25453 on 10/27/2021, doc#:'', PO#:'', last edited by '', Distrib , accnt: Undeposited Funds , $: -5,055.32 , Customer name: Countryside FarmsI have attached a screenshot of the actual transaction for reference
My quick books essential for The Girls under Chic Thrills Inc will not process my subscription. I am using the same card as for Chic Thrills and have filled in card details and will not work
I have a customer who doesn't want to pay the invoice by credit card, but they are happy for me to withdraw money directly from their bank account. This is a monthly recurring payment. Is there a way to doit through QBO?
My default setting is to enable online payments - but when I create an invoice, it defaults to OFF. If I turn it on > save > close > re-open the invoice, it's OFF again. I've used this a few times already with no issue, but now my client is not receiving a payment link on any invoice I send.
Hello, I'm new to quickbooks and I'm having a very hard time trying to figure out how to enter daily sales for my restaurant. How do I enter daily sales for restaurant? I am using Quickbooks Desktop Pro 2021.
