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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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trevor6

Manage Customers and Income

Our Logo on the Sales Invoice is the correct size on the Template but a lot smaller on the actual invoice. Logo on invoice needs to be as on Template?

No text available

5 years ago

accounts@urban-s

Manage Customers and Income

Can I get assistance with the various kinds of v at options?

No text available

5 years ago

nomfundo-naswend

Manage Customers and Income

I would like to remove the customer message (e.g Thank you) that appears on my invoices. Customise invoice does not help (it's blank but the message keep getting added.

No text available

5 years ago

LaptopLand

Manage Customers and Income

I need a copy of the original email with attached invoice that we sent to a client. The client has sent us a copy of the invoice, and the bank account number is not ours

Quickbooks Online. I believe some sort fraud is being perpetrated, so I need proof that the original invoice that was sent by email had the correct details.

5 years ago

Cardiway2011

Manage Customers and Income

I have just registered as VAT vendor, and i have just added on the company profile on Quick Books , however it doesn't reflect on my estanite or quote and invoices,

No text available

5 years ago

info1555

Manage Customers and Income

Every time i try to create a credit note and add the invoice needed, it says failed to add invoice. why?

No text available

5 years ago

cholinga

Manage Customers and Income

In my invoice template it captures my business reg number, but when I view it in PDF this changes to say business ID, why is this? I also want to unbold my product items

No text available

5 years ago

accounts454

Manage Customers and Income

Can you kindly advise how to create an invoice from a recurring invoice?

No text available

5 years ago

akkedis33

Manage Customers and Income

How to change banking details on Quotes and Invoices

No text available

5 years ago

userreneesha

Manage Customers and Income

Where do I post my creditors invoices

Creditors invoices : Cost of sales

5 years ago

heather62

Manage Customers and Income

If a client pays a deposit (no inv) before 28 Feb and invoice made out 01 March, the AR shouldshow customer balance in credit. This is not so and is a huge concern?

.....balance should be credit as of 28 Feb.... irrelevant whether the invoice was applied on 01 March

5 years ago

pierre@provacref

Manage Customers and Income

How do I include an expense on a customer invoice on which we charge a markup without having the amount of the expense being included in our total sales value?

No text available

5 years ago

userjrice

Manage Customers and Income

I am importing inventory. QB is rejecting the cost of sales expense item I have selected. I get an error that says I should use 'Supplies and Materials'. Can anyone help?

'Supplies and Materials' is not on the drop-down list that QB gives me.

5 years ago

iti04256-mweb-co

Manage Customers and Income

How do I reverse a duplicate payment posting on a customer's account?

There is duplication of a payment on a customer's account which is showing as unapplied. this entry must be reversed. Please show me how.

5 years ago

usersales7

Manage Customers and Income

App unable to make invoices. Please help!

Android app is faulty.

5 years ago

magdilc

Manage Customers and Income

Hi! I have a customer and supplier with the same name. How do I load them as such?

No text available

5 years ago

iti04256-mweb-co

Manage Customers and Income

My chart of accounts does not reflect the balance in my Sales account when doing an invoice

No text available

5 years ago

rose39

Manage Customers and Income

Urgent !Urgent !I received a payment on some invoices but it doesnt reflect paid on it. Client needs an updated statement urgently , Please help?

No text available

5 years ago

h2owaterbarcw

Manage Customers and Income

Hi. No client history (invoices) show on my mobile app. Anyone know how to fix this?

No text available

5 years ago

irene18

Manage Customers and Income

Good day How do you run finance charges on overdue customers in QBO?

No text available

5 years ago

Mieke1

Manage Customers and Income

Managing a payment on a recurring transaction, that was paid earlier

Good day< I hope someone can help me. How do I manage a payment for a recurring invoice, the email would have only send on 25th and is due on the 1st of March. How do I link that payment to the customer, so he/she does not receive an invoice. Thank you

5 years ago

userjohn5

Manage Customers and Income

Hi..there is a problem on my clients invoices they can not preview them but the invoices are on the system...what should i do?

No text available

5 years ago

craigoasis

Manage Customers and Income

Hi, When I edit customer opening balances, it creates an invoice with a product code/service and not allocated to A/R. It assumes it as income.

No text available

5 years ago

userfinanceofficer

Manage Customers and Income

If some customers and payees do not appear on categorisation of bank feeds how can I resolve this?

No text available

5 years ago

Buck Tsai

Manage Customers and Income

Problem when uploading invoice file onto QBO....even though it says 100% been uploaded but the TEXT still shown GREY color. Which prevent me from saving that invoice

After a file been uploaded onto QBO Invoice/ Bill, it suppose change text color from grey to blue, but somehow my computer keep the file as grey 100%....and not turn blue....and this preventing me from saving the invoice...

5 years ago

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