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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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info-sainsagenci

Manage Customers and Income

Can you assign a sales rep to a customer permanently - without having to manually add them each time on the invoice?

No text available

4 years ago

peter-linenwareh

Manage Customers and Income

Cannot select 'price rules' option in QBO, not showing?

I cannot select 'price rules' in QBO, option not showing?

4 years ago

RWAR

Manage Customers and Income

How can I fix Customer Invoices bouncing back, we are Invoicing from 2 sepprate locations and at both sites the Customer Invoices bounces back. Email address are correct

No text available

4 years ago

warren6

Manage Customers and Income

On the mobile app where do you see stock quantity on hand ?

No text available

4 years ago

info-mrparkandtr

Manage Customers and Income

I cannot send out emails from quickbooks.I was able to send invoices and statements but after i tried sending batch email , it no longer sends anything , how to fix it ?

when I tried to send batch email, it asked for me to creat an email account , which i did using my current email details

4 years ago

kelly-palletsint

Manage Customers and Income

Can I to add columns into invoices to denote purchase order and delivery note numbers for each item being invoiced?

I need to specify the purchase order number and the delivery note number for each item that I invoice

4 years ago

userjeanlyn-l

Manage Customers and Income

Is there option on quickbooks online that can put the header on the sales invoices 2nd page?

No text available

4 years ago

chad39

Manage Customers and Income

Have a duplicate account for a client. Accounts were merged but information was not copied to the new account. need to copy all information from old account to new?

Chad

4 years ago

judy-sspm-co-za

Manage Customers and Income

I need to do a credit note, please advise if I void the invoice if this will send a credit to the customer

No text available

4 years ago

info-garden-mast

Manage Customers and Income

Do i have to give every new client i create a specific code, or does QB use other details when a customer has paid his account?

No text available

4 years ago

rustery-telkomsa

Manage Customers and Income

Linking an payment to an invoice not created yet

I received an payment but have not invoiced the client yet

4 years ago

billing-websites

Manage Customers and Income

Which plan has recurring invoices?

I am currently on the starter plan, but when I click the gear icon, and select recurring invoices, I am prompted to upgrade. Please could you let me know which plan has recurring invoices?

4 years ago

hpia-bethal-mweb

Manage Customers and Income

I need to add more email addresses to a customer

to cc

4 years ago

superglasswp-gma

Manage Customers and Income

When I'm editing an invoice, it doesn't want to save. It gives an error message which means I can't send the invoice.

xxxxxxxxxxxx@xxxxx.xxx

4 years ago

filter070707-yah

Manage Customers and Income

I'd like my bank account info to show on the invoice for eft payments- I can't seem to find a place to do that?

No text available

4 years ago

sonet-beninca

Manage Customers and Income

Can an Invoice be customized with extra columns

No text available

4 years ago

julie-carelineen

Manage Customers and Income

Hi I made a quote then I wanted to change it to invoice bit.i pressed paid by accident so now the quote is closed how do I change it to resend to client

No text available

4 years ago

willem1

Manage Customers and Income

I want to enter opening bank balance in qbo essentials.

i have aleady opened the account and continue with entering transactions. trying to edit in chart of accounts does not bring up the enter opening balance box.

4 years ago

info-machealth-c

Manage Customers and Income

Delivery issue with invoices All clients I emailed before . Now every single invoice I send shows delivery issue.

No text available

4 years ago

garyjhogg-hotmai

Manage Customers and Income

How does one add a customers Purchase Order number to an invoice? I go straight to invoice and dont make use of the quote and delivery note options. Thanks

No text available

4 years ago

willem1