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This is when I am using the 'share' feature via the mobile app.
Hi, I have a social media consultancy/management business that specialises in content creation for other business, but have recently began managing an influencer for who I plan to create commercial opportunities for within my network. I was just wondering what is the best practise for recording the financial process that this will involve on QB? I'll be receiving the fees from brand partners through my business, and then will be sending this onto to the talent minus my commission every month. I can't seem to find any categories that accurately represent either of these transactions though. Is there a more efficient way to do this? I'm relatively new to QuickBooks so there may be a simple explanation to this so I do apologise! Thanks in a advance for any help.
Can't allocate payments to invoice in the app
I use QB Premier Edition 2021 and I do not see open purchase orders on the Open Purchase Report (Reports>Purchases>Open Purchase Orders) but I have what appear to be multiple open purchase orders when I run Quick Reports. Those purchase orders are paid in full' tick marked as close.
this is the text string that appears on the customers bank statement, which is important as customers frequently dispute/chargeback unrecognized charges. How can I change it?
It works OK on my laptop
Hi, I am using QB self employed. I purchased some materials to the value of £1499.99 which I scanned the receipt as normal and marked as cost of goods for resale. The supplier credited them as could not supply and returned the money.Can anyone advise the correct category that I should mark the refund as? I researched it but the advice given online does not seem to relate to QB self employed as the options advised are not there. Grateful for the advice to put me on the correct track for the tax man.Thanks.
Hello - we are a not for profit company and so have to provide receipts for people to acknowledge their donations. At the moment I can only see an option to send donors 'Sales Receipts' which have inappropriate wording. Are there other kinds of receipts in Quick Books or is there an option to edit 'sales receipts' for more appropriate wording?
Unpaid invoices are being marked as paid, then when I check it has another client's payment attached. All payments have Invoice number as reference so there shouldn't be an issue.
I just reconfirmed my bank account with no problems but now missing all this month's transactions. The only advice I can find is for a non self employed account. How do you update bank transactions please?
I want to set up a series of automatic invoice reminders for overdue invoices.However, sometimes a customer has a valid reason for not paying straight away - possibly due a dispute. So I want to stop the invoice reminders until the dispute is resolved.Can this be done?
Hi, I would like to point you to another thread - "Users Unable to Use Custom Sales Forms" by @apmessner. - to highlight the problem is not fixed. Standard users who apparently have full access to the customers and sales elements are unable to change between invoice and estimate customisations which defeats the whole concept. Please can this be added? They don't need to be able to customise anything simply hop between the layouts used for the invoice/estimate. No, giving them admin access is not a valid answer. Thanks Heather
