Sales & Customers
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While trying to save the transaction, this message appeared - "This transaction might affect a tax return you have already filed. If this is the case, the tax amount for that agency will be brought forward to the current period." Can I proceed with this? As the invoice for this sales job is not delivered yet, let say if I change the date to May 1, 2021, can I still re-adjust the sales date when I deliver the sales job?
I want to send emails of invoices from my own personal email (not from QB) to my new qbdocs email.
This is for QBO
Hi, i am wondering is there a way to add a PO number to an invoice I enter into QuickBooks desktop
in QBO
An invoice that I created was dated the last day of our fiscal year end. A couple months into the new fiscal year, our customer requested we change the invoice because we overcharged for something. How do I go about that? I can't void it, I can't change it. The only thing I could think of doing was create a credit memo and applied it against the wrong invoice. Then we recreated an invoice with the proper amount on the first day of the new fiscal year. Was this done properly, or was there another way in which it should have been handled?
Hi, I have added a custom field for my invoice to include a route and an ID for our delivery company, but I want this to pre-populate based on the customer as each ID is different. How do I do this? I saw in a couple of posts that you could add a custom field tab to your customer set up, but can not find any instructions on how to do this with Quickbooks online. Can someone please help?
Good morning, I have developed an invoice template in Quickbooks that includes our payment terms and details at the bottom. The payment terms take up quite a lot of space and I'm wondering if it's possible to add a link on the invoice to an HTML page that could separately hold the payment terms? I would like the link to remain clickable on the invoice itself. Is this possible? Thanks,Aksinia
