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I want to add a salesman to the staff members, but I only want them to see the customer's and create customers, write invoices and see invoices, nothing else.
Hello.We are using QBO and use projects. For example: Client1Client1: January workClient1: February workClient1: March workClient2Client2: January workClient2: February workClient2: March work Client 1 and 2 have both signed up to gocardless and that works fine. We can ask client1 and client 2 for payments on the top level but cannot ask on the projects as it thinks they are not signed up. Does that make sense? Any ideas on how to apply it to all projects for a client? Thanks
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The account number shows up fine when I create the invoicem but changes as soon as I email to customer.
Our organisation receives monthly income for various invoices and last month we were overpaid by £72,162.69 by one customer. I matched the payment against the correct invoices and left the overpayment as uncategorised income. However, on our monthly income payment this month a credit note has been applied which has reduced the payment amount. When i try to match the payment against the correct invoices, the downloaded transactions amount differs to the selected transactions. For the life of me, i can't think of the best way to resolve this without leaving some of the invoices with a partial balance, etc. Any advice is appreciated. Thanks
I have tried running a Purchases by supplier detail report and it is completely blank despite many purchases in the period. I must be doing something wrong. Anyone got any ideas? Thanks
A question that must occur repeatedly but for which the online help information is wrong. We need to update 500+ recurring monthly invoices to reflect new prices for defined products and services. The invoices do not appear to pick up the changed prices automatically. The (US) help information (dated July 2023) instructs one to tick a box telling the system to update recurring invoices when using the process to update product prices in Products/Services. An entirely understandable method. But ... there is no such box. Then, it says that if you update one of the recurring invoices the box should appear in the update product price page to update all of the other invoices. Wrong again! No such box appears.Since the help information is useless, does anyone know how a large number of recurring invoice templates can be updated automatically? This is for QuickBook Online.
Tried journal entry and again i have 40£ diffrence may be VAT...Can you help resolve this
Has anyone had trouble claiming their refer a friend voucher? It was supposed to come automatically, I've had nothing and somewhat of an argument with the chat team
Every time I edit my invoice details in QBSE, specifically to remove my phone number, it reverts to the default of including that phone number with every new invoice. I have to remove it manually before sending every invoice. Any way to fix this? I don't want my phone number on my invoices.
I need the option to change the account type (nominal code) on an invoice
This function always used to work fine but issues since update of app I think...
User has restricted sales
Hi, I had a tax rebate paid into my business account, which category do I put this under please so that I don't get taxed on it as an additional income? Thank you
