Sales & Customers
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When I try to input the correct amount the app crashes.
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With the new changes to the user interface on QBO it appears that the 'deactivate customer' button in the 'Customer Details' has vanished. Has it been moved? If not how can I deactivate customer s now?
We are a Canadian company who charges USD to US clients. Can we use ACH for them?
Hello. Im looking for a solution for our client who is using QuickBooks Enterprise . They want to have a WordPress website where the visitor would be able to search for their invoice number and pay for it on-line. So we would need a two-way sync between the website and QBD.Is it possible? Thank you!Lena
Hello!I am having trouble balancing a customer account after we had a small problem with taxes.Let me explain exactly what happened:I collected taxes (for this customer) that were not supposed to be collected. It happened on 5 invoices.After 3 invoices, we noticed the problem, I edited the invoice to remove the taxes from it then I had an amount 'received' greater than the 'invoice total' so I think it automatically created 'Credits' to that client. I did a refund corresponding to the sum of the 3 taxes amounts but the client still has 'Credit' on his account. There was 3 invoices exactly like this one. So I created a refund of 3x 5.98$ = 17.94$It happened on 2 other invoices before I finally fixed my transaction problem.. So I did the same exact thing for the 2 other invoices: Removed the tax from the invoice, then the 'Amount received' was greater than the invoice total. Then I did a second refund for those 2 taxes amounts.However, the customer still has 'Credits' to his account
How can make invoice zero with our affecating orignial invocie amount?
It says attachment upload failed, please try again later.
I understand that the printed forms are customizable, but I want to customize the fields I have to TAB through when entering the transaction.
How do I figure out what percent QB charges for credit card payments?
I'm trying to get our users to properly fill in the customer information fields instead of manually typing. I want to run customer reports and the way they were/are entering data, I can't. This is the first step in cleaning up the database. I can get customer phone number, email and address fields. However, I can't find the customer full name field to add to the estimate template. This is the desktop version. See attached - those are the fields I want to include in the template. Can someone help me please? Thanks.
If an invoice is not paid by due date there would be late payment fee and cumulative interest charged.
A transaction has been paid but is under review. Says to consult e-mail but I have not received one.
Before the latest update there was a box where I could choose how to display my customers' names, now I can no longer find that option. I just get a stupid pop up window now with a bunch of drop down menus when I try to edit a customer instead of being able to open the full customer information window like I used to. How can I just open the full customer editing window instead of having to open a separate drop down menu for every item?? And where is the option to display customers with last name first?
client paid invoice in full. then client requested a refund of payment now so that they can pay later in the year. how to process this refund but still keep client original balance.
Due to the new QBO interface that was launched the last week of September 2021, I don't have the ability to make a customer inactive while in the customer record.
