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We are a milk delivery business and generally most people have the same thing every week but at times people want to add or remove products. With over a thousand customers a week dont want to do the invoices weekly. Can anyone help me with this, i can do the recurring invoices but want to go in to the invoice without changing the whole thing or starting from scratch.
How do I match partial payments to invoices, and payments spread across several invoices?can I use the Bank > for review > Match Transactions? (they are my Sumup payments so I also need use the resolve to transfer the sumup fee to the sumup expense account)
I need my subcontractor to be able to export his estimates and invoices as spreadsheet documents since this is the only kind of document that can be imported into QBO. Otherwise I have to manually enter all of his line items into a new estimate or invoice. This seem pretty ridiculous when the estimates and invoices were created in QBO in the first place.End product needed: Being able to import QBO invoices and estimates from someone else into QBOCurrent strategy in questions: Export QBO invoices and estimates as Xlsx,xls or CSV; use Saasant to upload these files into my QBO account. Looking forward to hearing your solutions.
I cannot edit the payment amount when I try to match part of a transaction, the column that is shown on the QB tutorial video is missing?
Hi, I use Quickbooks Self-employed for tracking my spending / income to aid with tax returns, however I would like to start using it for my invoices too, as using Word has it's drawbacks. Within invoices on QBSE there appears to be limited/no option to edit the invoice template substantially, which I know is an option available on QB Online. I would like the ability to add several sections to the invoice. I work in private healthcare, and I bill one company for several clients I see through them; therefore the breakdown for each client needs to be really clear to the company I am billing, to ensure they are able to easily send on their own invoices. Being able to entitle different sections of the invoice according to the client the invoice relates to, with their own individual breakdowns is key, for example: (Title)Client A (Breakdown) 04.07.22 - Therapy session at clients home - 1 hour - £6005.07.22 Therapy session at clients home - 2 hours - £120Total fo
A mystery deduction has appeared in my account. How do I query or delete it?
I wonder if anyone has come across this, I have a client on QBO and they have an info@ email that accesses as a standard user with limited access to customers. This log in has prevented looking at / editing an invoice for one customer, they can access all invoices for the other customers but this one gives the message on the attached file. They can access payments, estimate and billable invoices within the project but not the actual invoice. Has anyone seen this before? Thank you in advance for your help
HiWhen I go to the pay bills window, some of the suppliers have amounts coming up in the "apply credits" box.How do I find out where these have come from and delete them? We have recently moved to Online from Desktop. Thanks
* invoices for all expenses. Isn't it simpler to just download bank statements and then add photos of receipts/expenses once auditing bank statements?
I have deleted the app and re installed but still same
How do I send the full invoice and not the email summary?
