Sales & Customers
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I have a restaurant and my POS system records my daily sales to QBO every night for me. I have attached a screenshot of how the daily sales receipt is recorded. My issue is I am unsure of how to clear out the undeposited funds account as when I do receive payment, it says there is no invoice available. My bank account is currently understated as it is sitting in my undeposited funds account. I had everything working well in desktop, but since switching to QBO it is a mess. Thanks.
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Hi,I issued an invoice and received a %50 deposit.The deposit was for $5000 minus bank fees so the amount that was actually received is $4980.Usually when a payment is received in full we simply "write off extra amount" to bank fees. How can I write off the bank fee when we only received the deposit.I assume I can always record the bank fees when the full payment is received but it would be less accurate and was wondering if there is a better way. Thank you
I have a customer with multiple territories and sites being managed by multiple people. Estimates need to go to those various people but ALL invoices go to the same place. DO I need a sub-customer for each site? How does that work when sub-customers are essentially projects?
I save and send but they are not being delivered. It's not my internet
Hi everyone, I was wondering if there was a way in the additional customization/layout designer to edit the way that invoice item details show up on statements? When I click to show invoice item details on the statements, they show up like this: Is there a way to edit that so it would show up like it does on the invoice with Basic professional fee on the left and just the amount of $1,575 on the right?
Is there a way to edit sales transactions in bulk?The reason I'm asking is because when I go into Sales > All Sales, all of my transactions have been imported with the amounts including the sales tax since this is the only thing I had.I need to edit multiple transactions in bulk to select which sales tax is included in the amount. Doing it manually would take up too much time.Thanks in advance
