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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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adilam

Manage Customers and Income

Why are my invoices captured being posted to a deposit account and not to accounts receivable?

No text available

5 years ago

rose33

Manage Customers and Income

Can I change a sales receipt to a deposit?

I went from desktop to online and some of the entries recorded previously have been allocated incorrectly into sales receipt and I want it as a deposit - can I change it?

5 years ago

helen38

Manage Customers and Income

Why would my categorised items suddenly not be in the same date order as my reviewed items?

No text available

5 years ago

useralex

Manage Customers and Income

Can I insert a client's order number on his invoice

No text available

5 years ago

userbuyer

Manage Customers and Income

Can we put a customer's account on hold to prevent any quotes being generated for the customer due to late payments?

No text available

5 years ago

irene18

Manage Customers and Income

How do you make a paid customer invoice active?

No text available

5 years ago

magnus1

Manage Customers and Income

Cost on my items don't update automatically.

No text available

5 years ago

i8kruger

Manage Customers and Income

In the past prepayments from customers would automatically deduct from a new invoice, but not anymore. The amount now shows as overdue in the customer account?

No text available

5 years ago

eileen-mckechnie

Manage Customers and Income

Can we do a serial number tracking on invoice line item? how can we create custom field on a line item to add the serial number or license key of that specific line item?

No text available

5 years ago

userleeann

Manage Customers and Income

When will Investec be linked to Quickbooks Online?

No text available

5 years ago

userwalter

Manage Customers and Income

How can I add a 2nd contact to an existing customer?

No text available

5 years ago

bbradley

Manage Customers and Income

How can I add the invoice # in the subject line when emailing invoices?

5 years ago

sales231

Manage Customers and Income

Inventory items set as "s" (15%) vat . results in not pulling thru on my vat return. why? If I set the tax status on inventory to "Standard" (15%) it then pulls thru?why

No text available

5 years ago

hvanzyl

Manage Customers and Income

I allocate deposits to invoices, yet the deposit still shows up on my open invoice report. The invoice balance is reduced by the amount

No text available

5 years ago

mark-delport

Manage Customers and Income

Can i delete a customer from 2020?

No text available

5 years ago

daphne6

Manage Customers and Income

Hi please can you let me know how to change the due date on my creditors and debtors invoices

No text available

5 years ago

usercheneoppies

Manage Customers and Income

We are a workshop and need to give a job card through to our technicians how do i create that job card on quick books?

No text available

5 years ago

userletshani

Manage Customers and Income

I invoice in Rands (ZAR) and USD. When I get a ZAR deposit I can match it against outstanding ZAR invoices. I dont get that option when I get a USD deposit. Please help.

No text available

5 years ago

trayemiddleton

Manage Customers and Income

I want to adjust a stock item value only not the quantity?

No text available

5 years ago

trayemiddleton

Manage Customers and Income

Can i change the value of a stock item that is in the stock?

No text available

5 years ago

th23

Manage Customers and Income

Can i change the invoice numbers generated by quicbooks? and what could be the reason for missing invoice numbers?

No text available

5 years ago

zee1

Manage Customers and Income

How do I reverse a "receive payment" made by mistake? Clicked on "receive payment" by mistake, now shows invoice as paid.

No text available

5 years ago

chasingmoore

Manage Customers and Income

Resolving Outstanding 2019 Invoice

In 2019, my client invoiced their client in QBO, recording revenue to their Services account.  When the invoice was paid, rather than receiving payment, they recorded revenue to another income account.  Now, income is overstated for 2019 and there's an open invoice more than a year past due.  I don't want to change anything in 2019 for tax purposes (it's a negligible amount), but I need to clear out this invoice.  If I 1) change the bank deposit to book to Accounts Receivable instead of the other income account and receive payment, applying the deposit to the invoice, or 2) delete the invoice, that will impact 2019 numbers.  What would be the best way to clear the invoice out and not impact 2019?  Thanks in advance for your help! 

5 years ago

userqbo1

Manage Customers and Income

New User - How do I display my VAT # on my Invoices & Quotes? Have entered it on my Company settings but it is not showing on my Invoices or Quotes?

No text available

5 years ago

userilanamaree1

Manage Customers and Income

I made a mistake in inventory with cost of product sold. Updated it, but it doesn't want to apply to invoices. There is more than 400. it buggers everything if not fixed

No text available

5 years ago

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