Sales & Customers
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several of our invoices have apparently been adding between 1-4 cents randomly after we send the invoice to the client - so it looks like the client is shorting us once they pay
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I have QB Enterprise and would like to run a sales report by customer with totals. How do I do this?
It's simple. It's powerful. And Quickbooks misses the mark.It's the inability to organize customers by type via tags. Maybe I am missing something?The issue is when you have a lot of customers from various streams. For myself, I have both retail customers from my e-commerce (they are numerous and low value) as well as my big corporate accounts which I access much more regularly and want to keep tabs on as they are high value. Unfortunately the way that Quickbooks displays customers, my high value corporate accounts get drowned out by the static that is my ecommerce retail customers.Something as simple as being able to tag clients... ie.. "CORPORATE" and "RETAIL" would be huge. Especially if new customers from my ecommerce platform (squarespace / stripe in my case) were automatically tagged as they were imported. Sub tagging or multiple tags would also be very helpful. ie. "CORPORATE > EDUCATIONAL".Anyways, this is my 3c. My previous life in UX is showing.
I am new to Quickbooks, coming from Sage desktop. Each month, on the first of the month, we have a direct deposit made into our bank account by a 3rd party payment processing company. The payments are reoccurring for a subscription service, taken from the clients bank account. I am not sure how to record the entry into Quickbooks. I also have to send a monthly receipt to some of the businesses for their records. In Sage, I recorded the payments that didn’t need a receipt as a batch invoice, then invoiced each payment that needed a receipt separately and then made a journal entry for the payment processing fees to reconcile the bank balance. Is there any easier way in Quickbooks?
I have had this problem for a while now, but it is getting worse. My clients are not getting their invoices I send them. I try to send them to 2 of my personal emails then forward it on and I am now not even receiving them. Any thoughts or input on what to do?
Any details of how to do this would be welcome!
