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Hi, I want to send invoices via my business email and not via Quickbooks auto generated email. I have been creating invoice PDF's as drafts and then sending via my business email but the problem is the invoices sit as drafts (as quickbooks deems them to not have been sent) so I cannot mark them as paid. 1. Is this possible to set up via quickbooks and link to my business email address so invoices are sent via my own email? 2. If not, is there any way to generate invoices (which dont sit as drafts) which I can send via my own email and then mark as paid. Thanks
Hi All. I'm currently using QB Commerce (formerly known as Tradegecko) and QB Online. The current compatibility between the two is extremely poor (e.g. one-way sync from Commerce to Online. Anything I enter into QB Online won't appear in Commerce)...it's very frustrating and I'm duplicating workflows and having to use work arounds :( Within QB Commerce, I've grouped customers because each of my Sales Team handles a different set of customers. Now, I want to replicate this within QB Online. E.g. I want 50 customers to be in a group called 'New Sales Team' and the others to be in a different group. The grouping in QB Commerce lets me run reports against a specific group of customers (sales reports as well as accounting reports [payments and receipts] and helps me work out the sales teams commission. In essence, I can segregate different sides of the business. How can I create these groups in QB Online? I've seen articles that point to this feature in QB Online:&
Hi,I have just started using QBSE and am trying to upload a csv with my transactions but I keep getting the same error saying unable to upload and try later. I have been through the csv file and made sure all of the data and headings are as required but still no luck.Please help.Thank you
QB is not recognising expenses (correct values) in relation to corresponding transaction. When reviewing a transaction, it has not been matched to the appropriate (and reviewed) expense
Any advice on how to fix this greatly appreciated.
When I bulk upload invoices from a csv file I don't have the option to assign a class to the items on the invoices, so they appear on the reports as not specified. Can I use a journal to assign the classes in bulk?
Hello everyone, I was wondering what would be the correct coding for language lessons by Lingoda online. They are required for my role. Thank you
We recently had to process a refund to a customer of £1800 and on the same day we had a credit card payment of £51.48. As a result the card processor charged us £1748.52 and took this by direct debit from our bank account. The issue we have now is that we can't reconcile this payment because QB won't let us reconcile a credit receipt and invoice payment on the same transaction
Do I disregard original estimate and generate new invoices ? 1 for deposit and another for final payment ??
Hi,In the advanced transaction search no journals are showing when you select the transaction type 'Journal' for any of my clients who has new 'enhanced look' (obviously there are journals)Is it maybe because the transaction type should be coded as 'Journal Entry'? or some other technical mismatch in the programming?it is highly disruptive that I cannot look through all the journal entries made or make quick copy etcthx, Eszter
I used to be able to tag my transactions in QB Self Employed to enable me to track them better but the tag tool seems to have disappeared. Anyone know why it's gone and how I get it back?
I can print remittance advice but I can't find an option to email it. Instead I have to print it, scan it, then email it. Is QB able to email it directly?
