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QuickBooks Q&A
Manage Customers and Income

Manage Customers and Income

Manage Customers and Income

859 Topics
1,493 Replies

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859 Topics

A

Anonymous

Manage Customers and Income

How do i create an invoice

No text available

Manage Customers and Income

Can QB issue quote and invoice on subscription based, monthly amount. I am aware of recurring settings, need an answer on quote and invoice.

No text available

amanzifarm-gmail

Manage Customers and Income

Hi How do I set up multiple units of measurement for sales of items - eg units and weight?

No text available

Manage Customers and Income

I would like to wipe all the information off of kims collection 1, and start again. How do I do this?

No text available

Manage Customers and Income

I cannot seem to edit an existing invoice. Client paid partialy and decided not to take the one product, so I want to change the qty sold

No text available

Manage Customers and Income

Can I set the Customer selection to default to Cash Sale for Sales Receipts in Quickbooks Online?

No text available

Manage Customers and Income

How can I enable the Inventory item category under Product/Services? Currently there's only Non-Stockable items and Services

No text available

pizzapiaggio-gma

Manage Customers and Income

After generating an invoice, click save. QB says invoice not saved and changes will be discarded, but going into customer profile shows the invoice was saved.

Previously all I had to do was click save, and the finished invoice was displayed, ready to email or preview, etc. Now I click save, nothing happens. Can only exit the form, prompting to save or discard the changes. Only working option is to discard. Will however find the invoice saved after all. Android app. Problem started mid-use, not after an update.

inputing US currency

Manage Customers and Income

Clearing a Credit on Account that has journal entries involved...

Hi There,I'll try and make this easy to understand. I just took over the bookkeeping for a company - it was in the process last year of a name change and company change-over. A client paid their bills but to the wrong company. The previous bookkeeper applied the payment to the old company then created two journal entries to "transfer" the funds over to the proper new company back in November of 2019. The GL coding to the journal entries are debit and credit from the same bank account.... at the same time, it is still showing the credit sitting on the clients account for the old company.  Would anyone have any idea's on how to go about correcting this so the credit is no longer showing up on the account? Thanks!

Manage Customers and Income

I've made all inventory inactive and still qb does not want to downgrade my package why is this ?

No text available

theuns@stopdrip.

Manage Customers and Income

How to add order number on invoice for customer reference?

No text available

Manage Customers and Income

I'm trying to setup a note at the bottom of all invoices to show the company banking details. It shows fine on the "customization" screen but doesn't reflect on invoices

No text available

cvs-polka-co-za

Manage Customers and Income

Morning, Where can I get a confirmation/ history of a quote emailed to a customer

No text available

thesocialpreneur

Manage Customers and Income

How do Invoice and record a payment for clients who have already paid?

No text available

antonello-scamuz

Manage Customers and Income

I have open a second account by mistake

No text available

danielle-fixitcc

Manage Customers and Income

I MATCHED PAYMENT RECEIDVED WRONG TO THE WRONG CUSTOMER. NOW I DELETED THE INVOICE!! DO I MAKE OUT NEW INVOICES FOR BOTH CUSTOMERS? HELP PLEASE?

No text available

Manage Customers and Income

Invoice issue quantity and term

Hi,we would like to change all our pricing SKU's from yearly to monthly. The main reason why we can't right now, is that we need invoices to have an additional column that allows us to select the terms (12 months, 18 months, 24 months, etc). But the invoices only have quantity and quantity and price determine the total per line item. Is there a way to add another column to invoices to display terms or #Months ?  thanks claus 

Manage Customers and Income

Please assist. I have received payment from a customer for an invoice issued in the accounts receivable and want to deposit to the bank account. How do i do this?

No text available

yomarassociates

Manage Customers and Income

Hi How do I amended an invoice that has been printed

No text available

accounts-colourz

Manage Customers and Income

How do I clear credit values from customer accounts?

No text available

Manage Customers and Income

How to undo a single payment received for a batch of cust invoices but the payment is not listed in the reviewed bank transactions?

Have further complications with this payment received

Manage Customers and Income

If I edit a parent customer e.g email address - how do I make it pull the new email address through to the sub-matters under that parent customer?

No text available

Manage Customers and Income

Cannot QBO show the average cost of purchase items in the face of product and service page automatically?

No text available

info-eatpraylove

Manage Customers and Income

Can I add my Snapscan QR code on my invoice?

No text available

Manage Customers and Income

How to arrange suppliers/customer lists in date order?

my lists jump dates from old dates to newer dates then back to old dates. very difficult to find transactions

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