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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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accounts140

Manage Customers and Income

Can an invoice be copied to a new credit note?

I would like to copy an invoice to a credit note. How can this be done?

6 years ago

medicalpractione

Manage Customers and Income

How do you mark an invoice as paid once the patient has paid?

No text available

6 years ago

brahman

Manage Customers and Income

My VAT201 return provides for a diesel rebate. The form in qqiuckbooks does not cater for it. How to add the rebate?

No text available

6 years ago

yusdadabhay

Manage Customers and Income

Can you set up price level lists for stock items ?

No text available

6 years ago

gareth4

Manage Customers and Income

How can I export an invoice only to excel using quickbooks online

No text available

6 years ago

accounts170

Manage Customers and Income

Goog day, I would like to set my starting invoice numbers for customers, how do i do that ?

No text available

6 years ago

rbsim

Manage Customers and Income

Why do my changes to my Quote template not save? I change the footer message I want, but when closing it hasn't updated. Why?

No text available

6 years ago

payments2

Manage Customers and Income

Good day please advise we are not able to email the invoice or quote to our email address

No text available

6 years ago

accounts163

Manage Customers and Income

How do you include the outstanding balance on a customer account when sending out a new invoice?

No text available

6 years ago

umhlalityres

Manage Customers and Income

How do I customise my icon bar

No text available

6 years ago

DCPHoward

Manage Customers and Income

Customer who we provide services for but we use them as subbies too. how to enter?

Hello. I have a customer that we invoice for services. They also sub-contract for us. Do i have do create both a customer and supplier to match up the banking transactions from when we paid them?

6 years ago

lesley-desfounta

Manage Customers and Income

How do l capture a supplier invoice?

No text available

6 years ago

frieda2

Manage Customers and Income

I'm having trouble changing my logo, no problem uploading the logo but can't save.

No text available

6 years ago

cisca

Manage Customers and Income

Supplier with USD currency & created Stock-USD under inventory. Adding item to inventory states :Transactions can have only one foreign currency at a time. How to fix?

No text available

6 years ago

bluedoorcontract

Manage Customers and Income

Good day, I urgently need someone who can assist me in customizing my quotations and invoices as the editing options on the program are limited.

No text available

6 years ago

venessa

Manage Customers and Income

Company vat number not reflecting on invoice header , although it has been inserted on company profile.

No text available

6 years ago

Ealasaid

Manage Customers and Income

Why can I no longer sent invoices to my customers?

No text available

6 years ago

belinde1

Manage Customers and Income

Can I create a cost centre on the expense side for a specific client?

No text available

6 years ago

otxpress

Manage Customers and Income

Can I do a quotation for my customer ?How do I it?

No text available

6 years ago

info485

Manage Customers and Income

HiAll my invoices sent from QBO is being blocked as spam by my customers...how do i solve this?

No text available

6 years ago

rachelugg

Manage Customers and Income

The Customer field is unavailable but I can click into All Sales, Invoices and Products & Services?

No text available

6 years ago

kbfholdings

Manage Customers and Income

Can we name the quotation or invoice where it appears in the summary of customer transactions?

No text available

6 years ago

Anonymous

Manage Customers and Income

Price rules for quickbooks online

Hi Guys, I'm using quickbooks plus subscription I've followed the instructions to enable price rules in quickbooks online, however, the option doesn't exist under Account settings--> Sales. Is there another way to activate it or is the function no longer available? I've attached a screenshot of the settings available to me

6 years ago

kelly32

Manage Customers and Income

I have issued a credit note already, want to link our refund to the credit note

How do I link a payment done as a partial refund to the customers credit note?

6 years ago

abceliquids

Manage Customers and Income

How do I add an inventory item

How do I add an inventory item? Do I have to opt for the plus subscription to do this?