Sales & Customers
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What is the proper way of recording rent from tenants in QB Desktop? I've read a couple Q & A here but they refer to QB Online and it's a bit different. But judging by what I've read, I should use classes and receipts. Why is it important to use classes? I've been recording rent received by using general journal entries. I've also read that you should never use GJ so I figure I've been doing it wrong. Our year end is Sept 30 so I think I should change the way of recording it starting Oct this year.
Estimates are sent before a job. Many times the circumstances of the job changes so I need to edit or modify the invoice accordingly. I'm not able to edit my invoice. Why?
Is there any way to customize the default name for downloaded invoice PDFs? At the moment it's a random string of letters & numbers. I have been renaming them individually each time i have to download them, but it would be helpful if I could just set a default naming scheme. For example: [Company Name] Invoice [invoice #] for [Customer Name]
We sent an invoice to a customer. We have the Payment option available on the invoice and in the email that accompanies it. We have the payment option set in our accounts. When the customer went to pay, they received an error message (but no explanation as to why it would not work!) This is our first attempt at using the Payment option (instead of Square). We have another invoice out to another customer and have no received a payment from them either so assume something is amiss with the setup.
