Sales & Customers

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Hi all, my quickbooks invoices template have got a bug as shown in the picture. It was after i migrate my Quickbooks desktop from 2014 premier to 2021 premier. I tried to create a new company and import my old invoice template, there are no background line. But for my old migrated file, there are background lines on the invoice. I try migrating my old files to new files using backup copy and portable copy. Both have the same issues with the invoices template. Please help..

We have clients that have multiple ongoing projects that we bill monthly.Last month, I was pleased when QBO offered to group the time by project when I went to create an invoice, and nicely subtotalled the time for each group.This month, no way I can find to create the same thing! 

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I have one company with multiple 'Doing Business As' names under the one company.  What are the options to be able to send different invoice templates to different customers? How can I easily switch between invoice templates based on the customer? Are there more/better options if I start using Quickbooks Desktop version? Thanks

Hello, I need some help.  I have a question about a company that's in retail.  This retail business is quite small and offers other services like customers opening up an account like a savings account.  The customer opens up an account, they deposit their money into this account and once they have saved enough, they are issued a cheque for the amount that is in their savings account.  Sometimes they charge their accounts with purchases made in the store.  How do I properly record transactions for a customer that deposits money into their account?  I'll list some transactions as an example: Customer 1234   Transaction 1:        Deposit to savings $150 made on April 1, 2021Transaction 2:        Deposit to savings $100 made on April 10, 2021Transaction 3:        Bought groceries for $25 on April 14, 2021Transaction 4:        Deposit to savings $200 on April 15,

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We create an invoice for our customer as soon as their purchase order is received.  Most of our customers are either Net 30 or Net 45.  The problem we run into is that Quickbooks derives the due date from the invoice date. Thus payment for an order on 7.1.2020 would be due 7.31.2020.  However due to the nature of our business the order can take awhile to ship out, especially freight orders. So if we get an order on 7.1.2020 it may not ship until 7.15.2020, and the customer is supposed to have 30 days from when the item ships, not when we create the invoice.  So the 7.1.2020 order that shipped the 15th is actually do 8.15.2020.  Is there any way to configure Quickbooks to derive the due date from the shipping date, not the invoice date? Right now we have a ton on "overdue" invoices but the majority are customers that are well within their payment time.  (some of you may say to change the invoice date to the ship date but this cant be done as our invent

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How do I add a Customer's email address to a custom invoice?  I would like to have it listed below their mailing address, so they can confirm two things, 1) their email is on file &  2) it is correct. 

I know this has been asked, but I cannot see the replies either. My QB Online has gone for a poop.

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The following settings have been checked: - Account and settings > Payments > Payment Methods > I see "Cards" with logos beside it, but I can't tell if that means cards have been enabled - I can't edit it - Online Payments box is left unchecked "Review and Pay" button still shows up on my invoice email when I only want it to say "Print or Save".

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Hey there everyone, I was curious if it is possible to generate a report through Quickbooks where it shows you the number or dollar amount associated with each representative on our company profile? Example, I wanted to know how many quotes I have done in my last fiscal year vs. how many sales order i created or how many dollars worth of product I ordered. I want to be able to know how many dollars each sales rep has generated within Quotes/Purchase Orders/Sales Orders. is this possible?