Sales & Customers
Recently active
Original commenter did not share additional details
Hello, When wanting to invoice a client with a credit: When creating an invoice under the item section, does one select "credit" or "credit/refund adjustments" Should its sub-account be a cost of goods sold or an expense account? Thank you!
The ability to track invoices against projects is great, but this feature is half-finished. We need a way to show that detail on the invoice. I choose the project before generating an invoice, but only the customer name comes through. There is a workaround to include a custom field with the project name, but now I am typing the same project info over and over again. The project name should also be in the subject line for emails.
Hello, Trying to figure out how to complete my Daily Sales Summary to include all cash handled when my client uses money from cash drawer to pay bills to vendors. I can figure out how to enter on the Daily Sales Summary by creating an item called Bills Paid By Cash, but how do I then also pay the bill? If I enter it on the Daily Sales Summary transaction (which I need to do to account for everything that happened in the day), that says the money has come out of the drawer.So if I then pay the bill from the drawer, that would be a second draw.I've created the Daily Sales Summary as a Customer and memorized transaction in Sales Receipts.I tried to put the item Bills Paid By Cash to Accounts Payable to offset that way, but cannot put an item to Accounts Payable in Sales Receipts.Please help!
In looking at my P&L for last year, I have two Accounts that have Discount items in them - even though they were invoiced using the identical process. Most are mapping to the correct account but I have a few that have mapped to another account somehow. They were entered as Discount % after the subtotal on the invoice instead of using product/services line items in the body of the invoice. My questions: How can I fix the few that didn't go to the right account?Am I better off using line items in products/services? Thanks!
I've got a seemingly straightforward question but for some reason, I'm finding the answer quite difficult to pin down... I have a client that does catering and will receive deposits for jobs months in advance. These deposits should be held in a liability account (customer deposits) until the job is completed and finally invoiced. My question is what is the best practice of handling deposits in QBO? I noticed that the deposit box on a sales invoice is linked to a bank account and can't be changed to a liability account. I've attempted having a product/service line item called "Discount @ 30%" and linking it to the "customer deposits" liability account and entering the deposit as a -$ amount which is fine if the client has finalized the invoice but if the invoice has NOT BEEN finalized - ex: customer pays $1,500.00 to hold the date but menu is undetermined at that time - I can't make an invoice for just the deposit amount. What are my options when it comes to correctly han
