Sales & Customers
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Just recently while using the Search Function (magnifying glass) the date range filter has changed. I am trying to search through old invoices to find a previous sale. So the criteria I'm searching with is; Invoices, Line Description, then entering the info I'm looking for. This always worked for me before but now the date filter range automatically comes up as 03.01.2021 and I can only change that back to 06.01.19. I used to be able to go as far back as I wanted, all the way back to when I first started using Quickbooks - 2007. Is this just a temporary glitch or can I really only search back 2 years now?
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Hello, My company collects a 30% deposit upfront for services at the start of the engagement and the remaining balance plus HST/GST is collected when the service has been completed. I'm running into a recording issue on my invoices. For example, I provide an estimate in November, 2020 to a client for $2000 plus tax. In November, 2020 they provide me the 30% deposit of $600 and we begin working together. I convert the estimate into an invoice and record the $600 payment going into my Operating Bank Account (deposited via Email Money Transfer). The services will be completed in 2021 and that's when the full $2000 + HST should be considered as sales and GST/HST collected (for the year the income is earned). However, because I created the invoice in November, 2020 and reflected the $600 deposit, the full $2000 is being recorded under my Sales for 2020 on the trial balance report. I also have a portion of the $600 deposit being recognized under my GST/HST rep
Canadian here charging my US clients with Stripe because QBO for some god awful reason doesn't natively accept US credit cards. So I have to use Stripe to process the payments for my US clients. I've used the Synder app to synch transactions and it has a nifty feature where if I creat an invoice in QBO, it would create the Inovice as well in Synder/Stripe. My accountant is telling me she doesn't need the Synder app. I was wondering what the best way to create invoices are for my US clients. I don't want to have to create two invoices (one in QBO and another in Stipe). I guess I'm wondering if there's an app that syncs the invoices I create in QBO to Stripe?
I am in Canada, and do authorized warranty repair work for an American company.My first warranty claim has been approved, and "paid" as a credit on my account with the company.The warranty claim consists of labour, and reimbursement for parts and shipping that I paid up front to do the job.How would I enter this into QB Online? I need to reflect the warranty labour as income, and the reimbursement for the part and shipping.The credit is in US $, and my QBO is Canadian $When I write an invoice for labour, I have to charge provincial sales tax and federal GST; the warranty credit doesn't have sales tax added on; would I still have to factor in Canadian sales tax, or would it be exempt since the labour was done for and paid by a US company?This is still an open credit on my account, so I don't even have an exchange rate that the credit would have been used up on a new purchase, so I don't see how/what I would use to convert this into a final CDN$ value.Can anyone advise?Thank you
How come in the Desktop version, you get totals and subtotals for the QTY of items sold and in the QBO it seems that the developers just gave up and could not be bothered to add in those sums?Anyone know who to do it rather than the default "export to excel and do it there......" which seems to be the default answer from the SlowBooks ! support people Also - anyone know how to remove the columns you do not want !!!! - or is that another "SlowBooks and send to Excel ?
We would prefer NOT to show any invoice information in our email BODY. All the information is the ATTACHED file any way. No need to stick the amount in the body, The email is forcing us to have an inline summary or full detail[X] Full details[X] Summarized details IS there a way to get rid of this?
Whether my client language is set to English or French. They BOTH receive the same email message.Where do I translate the EMAIL BODY content so my customer receives the message in his language?? This article is wrong in this matter:https://quickbooks.intuit.com/ca/resources/multi-language-invoice/There is no translation happening!
Invoices show "HST" as Quebec in taxes details. This is wrong.LEGALLY we are NOT charging HST in Quebec. We charge QST.Customers are complaining that we charge the wrong tax type. And their accounting is confused.Where can I change this to avoid legal problems?
