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As with probably many others I'm commencing the shift from QB Desktop to QB Online. I'm starting with my first, very simple company so I can get a feel and know how of QB Online before I bring my vastly more complex company over later on in the year. Now, I do actually have a little bit of experience with QB online back in 2013, but was rather disappointed as there was pretty much zero ability to customise company forms, so I ditched the idea and stuck to the Desktop version. Roll on 8-9 years and I'm starting to hit the same issues. So, my question is. How do I, as with just about every other company in the UK, issue a single invoice showing multiple customer PO's by line? This is pretty basic stuff but can't seem to find how to do this. Please tell me things have got better over all these years?I've attached a typical invoice to show what I'd like to do. Several order, one invoice. I could have 20 of these per week, imagine my customers getting individual invoic
Hi, When we create invoices in quickbooks online, we download the invoice as a PDF and store it in a customer specific folder on our local server. Currently the download automatically goes into the windows download folder, and we have to navigate to the folder and copy and paste to the correct folder. Is there a way to set default download folders for each customer? Or is there a way to select the folder to download to when clicking download on the invoice screen? Many thanks
Just before I sent my customer an invoice you are given the option to amended the templated email which I did. I would like a record of what was sent. Where do i find this?
Hi there. We launched a small Shopify business last week and now sales are coming in there are a few issues:1. Currently am syncing shopify to quickbooks. Sales are recorded as sales receipts and synced to undeposited funds.2. And shopify transaction fees synced as cheques which are paid immediately by our GBP account.. and synced to a shopify fees expenses account.QUESTION : Having problem matching shopify payout deposit from banking feed to sales receipts.This could be because:1. Sales receipts are in different currency ($ usually) to payout deposit (GBP). This is because our store currency is in $ but our payout currency is GBP. But it shouldnt be a problem because there is a 'foreign currency' button we chose.2.The payout is a bulk payout comprised of multiple sales receipts.3. The sales receipts that form that payout are a higher total because the payout is after the shopify fees were deducted.One solution is to EXCLUDE the banking deposit ... but i'd rather not and find out
Hi i need to pay some bills but i cant see how to take credits off the total owed for goods returned
Tab to enter currency exchange rate on Pay Bill screen has disappeared. All payments doesn't matter which currency are using 1:1 exchange rate which is incorrect. Please can anyone guide on how to change this?
I have accidentally set up an invoice as recurring. The original has been paid. How do I edit it?
Hi,I'm trying to find my expense categories in the app. They seemed to have disappeared. For eg. My petrol expenses are usually categorised as travelling expenses.
A customer double paid an invoice resulting in a credit balance for them. They requested we do not issue a refund but apply it to future work. How do I track this credit balance? We have 80+ active jobs so remembering customer "X" has a credit balance is not an option. Thank you,
Last transaction was early Nov last year!Thanks
I was also asked to upgrade to the highest plan, which is incredible!
can someone show me where or how and why a paent link is missing from my invoices
