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QuickBooks Q&A
Manage Customers and Income

Manage Customers and Income

859 Topics
1,493 Replies

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859 Topics

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collen-mhlongo83

Manage Customers and Income

How to change the total amount of invoices to appear at the last line of the invoice?

11130+vat=12799

3 years ago

-vercoelectric-c

Manage Customers and Income

Good morning, Our company has job Cards for each job we do. How do I convert a quote to a Job Card or even Copy a Quote to a job Card?

No text available

3 years ago

kabarnard-01-gma

Manage Customers and Income

Does Quickbooks Online update the Product Cost automatically when loading a new Supplier Bill and there is a price increase/decrease from the last cost?

For accurate Cost of Sale, it should be averaging the cost across the stock on hand at that time or does it keep the COST until it is manually changed?  When manually changing it recalculates the  past COS so this does not seem right. If one does not change the COST, will QB do the correct COS calculation from the new supplier bill COST loaded from that date forward?

3 years ago

jkabassonia-gmai

Manage Customers and Income

If I run my transaction list by customer, it show the payments as a positive figure and adds it to the total due along with all the invoices. Can I change this somehow?

No text available

3 years ago

automactrading-h

Manage Customers and Income

HOW DO I ADD MY BANKING DETAILS TO ESTIMATES

No text available

3 years ago

accounts316

Manage Customers and Income

Hi - when creating an invoice - how do I change the setting to display the company name in stead of the customer name when searching for the company to invoice

No text available

3 years ago

nazbin786

Manage Customers and Income

Can I add a custom field to a bill to track that customised fields' data entry

i need to track water usage (in kilo-liters) shown on a municipal bill

3 years ago

annetjie-sataxpr

Manage Customers and Income

Hi - when is the next QuickBooks Online training webinar? I'd like to refer a friend to learn

No text available

3 years ago

allergyapparel5-

Manage Customers and Income

Custome Quote Help

My Custom Quote does not print my Bank Details and it print over 2 pages, how do I fix this?

3 years ago

allergyapparel5-

Manage Customers and Income

How do I fix my stock item's start track date?

I made a mistake with choosing the start date of my stock item. Now when I create an current Quote to my Customer it gives me an error stating the date must be prior to the item's start date.

3 years ago

FatB0b-1960

Manage Customers and Income

How to add a hyperlink to a quotation/invoice or quotation/invoice email cover letter?

No text available

3 years ago

userruben

Manage Customers and Income

How do I undelete an invoice that i've deleted by mistake?

how do i get and deleted invoice back?

3 years ago

rietvalleivet

Manage Customers and Income

VAT IS INCLUSIVE ON THE INVOICE, WHEN PRINTED THE AMOUNTS ARE VAT EXCLUSIVE, WHY?

No text available

3 years ago

peninsulaforklif

Manage Customers and Income

How do you make an invoice pending?

No text available

3 years ago

jan87

Manage Customers and Income

Dear QB how or where can we receive a quote to upgrade our qb package to enable us to receive alerts when invoice numbers are duplicated?

No text available

3 years ago

elismaniemann-pe

Manage Customers and Income

Does QBO have an open item match function?

I would like to match invoices with receipts to get an accurate open item report

3 years ago

maryna-alpha-plu

Manage Customers and Income

Why is my VAT number not printing on my invoice?

3 years ago

pieter1

Manage Customers and Income

Can I delete customer from accountant profile. I have to delete 2 customers on my profile. I marked them as not active, but can not delete. I must not be charged?

No text available

3 years ago

TheCrystalCookieJar

Manage Customers and Income

How to switch between customize templates

Hello, I have set up 3 different templates in my QB and I have read the instructions to choose 'customize' at the bottom to choose which template I would like to use, however when I try to choose a different one, nothing ever changes. What am I missing? I see the 3 I created, and they are all different, but I don't know how to switch between them. Thank you in advance for any help.Crystal 

3 years ago

accounts-ruedawi

Manage Customers and Income

Why does the person cc'd in my sales invoices only receive the email 80% of the time? Is Quickbooks working on fixing this error on the system?

No text available

3 years ago

maryna-alpha-plu

Manage Customers and Income

How do I edit the email template

How do I edit the email template provided by Quick books online

3 years ago

accounts-ruedawi

Manage Customers and Income

Has anybody else ever had this issue:When sending sales invoices and I cc someone, the customer receives, but the person I cc does not?

No text available

3 years ago

shakui1

Manage Customers and Income

For the last few days when I add a new service when making out an invoice or quote, it does not fill it in properly as it usually does. I have to restart Quickbooks!

It has happened to me for the last week. Not every time, but often enough to make it irritating as have to start all over again. The service I put in is there, it just doesn't add all the info like description, price, tax. have to restart Quickbooks and this is time consuming. Very irritating

3 years ago

briencube70-gmai

Manage Customers and Income

Is it possible to retrieve a sent quote?

No text available

3 years ago

titoelectrical-g

Manage Customers and Income

On 30 day trial, can’t email invoices

No text available

3 years ago

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