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Hi I have entered my current open purchases with suppliers for items I will receive in the future via the purchase order system. When entering a purchase order there is only one date to enter which is the order date.I have been entering the date the item is due to be released to me.This is perfect as I can use the report system to sort by month and get a total balance for each month and know how much I will be spending. The issues start though when I create a customer invoice for an item on purchase order. My store sells items not yet released quite often and takes a monthly payment from the customer until item is released. If the item is on a purchase order dated 31.12.2018 as it's released december 2018 then I am not able to do an invoice dated todays date 25.05.18 for the item as I get an error message saying the invoice date is before the date I started tracking the item. The only solution is to change the purchase order date to a date before the invoice da
While I can advise customers to add the quickbooks address to their addressbook I would also have to advise that they should not then use that address to contact us. That is a hell of an admin exercise in itself and there is a considerable cost,disruption and bad PR involved. Do Intuit want to be the generators of that? Chaos.
When putting together an invoice, we often need to tweak customers details such as address, contact name or contact email address. In Quickbooks Desktop there was a button you could press to quickly edit the customers details. I can't see anything similar in Online. As far as I can tell, the only way to edit the customers details is to save the invoice you are working on, close the invoice, go to customers, search for the customer, click customer details, click edit, make the changes, save, go back to invoices, search for the relevant invoice and then open it and continue working. This seems like a lot of awkward extra steps. Is there any reason there can't be a 'edit customer details' button from within the invoice, like there was in Desktop?
Hi,I have photographed a number of receipts which show in transactions on my app but are not shown the web page when I log in?? They were added a week ago. I photographed a number of receipts, but it seems that all the ones that are missing from my page on the web site are from the same company, even though they appear on the App version.
Hi I have a DD payment that i would like to split between a supplier account and the credit card. Is there a way of doing this? I have tried matching part of the DD to the supplier invoice and creating a resolving transaction for the difference, then I delete the resolving transaction so the remainder of the payment goes back to my bank feed, then I add the remainder to the credit card as a cheque - but when i go to reconcile the bank it gives me a difference (the same value as the supplie invoice) Is there a way of matching part of a payment without creating a resolving transaction so that the remaining amount sits in your bank feed? Any help is appreciated Thank you Megan
Hi, I recently bought an item from a supplier and paid for it, realised it was the wrong part and sent it back. I have been refunded partially... (not for postage) how do I show the refund against the purchase? Thank you.
