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QuickBooks Q&A
Manage customers and Income

Manage customers and Income

1,635 Topics
2,898 Replies

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1635 Topics

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nm-newbold-aussi

Manage customers and Income

Entered rental income under receipts, is that correct

Income from rent

4 years ago

MarkJames

Manage customers and Income

Customer Sales RepsHow do i set it up so the sales rep is linked to the customer and i how can run a report to show the invoices linked to that rep?

I have multiple sales reps who look after different shops, I need to pay the rep comish every month and need to simply run a report to show all transactions linked to that sales rep.this was very easy in the desktop version but i cant find it on this version? please help

4 years ago

imperialdomestic

Manage customers and Income

How do I add my ABN to an invoice?

No text available

4 years ago

shaunmccullough

Manage customers and Income

The app is not allowing email of invoices , it keeps saying try again later??

No text available

4 years ago

barwonlocksmith

Manage customers and Income

My customers have disappeared. I'm trying to Invoice and can't find anyone.

No text available

4 years ago

treasurer132

Manage customers and Income

I'd like to give my customers an 'end of year' summary for their accountants. How do I do that?

No text available

4 years ago

steve-kocaj

Manage customers and Income

How do I use my purchase order template on the App? It only allows me to create an invoice without any ability to create other templates such as the purchase order.

No text available

121

4 years ago

tholden108

Manage customers and Income

I am trying to export customer data to excel but the file is corrupt and does puts all dollar values as zero.

No text available

4 years ago

JMBN

Manage customers and Income

Can we create a recipient created invoice in qbo?

How can I create a recipient created invoice in qbo?

4 years ago

jongraham950

Manage customers and Income

How do I send a invoice for a deposit on a job that has been quoted?

No text available

4 years ago

andrew-better-bo

Manage customers and Income

Why is my client randomly getting Duplicates of invoice numbers? is there a way to stop this from happening?

This is specifically happening with one particular Customer

4 years ago

karensgardenscap

Manage customers and Income

Hi, Some of my clients aren't getting their invoice all of a sudden. Their emails haven't changed

No text available

4 years ago

clark-dentallab7

Manage customers and Income

How do I revert to a previous version of a invoice that was wrongly copied?

No text available

4 years ago

helen-tierramar-

Manage customers and Income

Do customer service ever call back

No text available

4 years ago

wisehartsinnovat

Manage customers and Income

Hi, can anyone help,trouble retrieving my invoices, on the Home page it says 6 open invoices, but when I click it, it only shows 1 invoice. I've refreshed it. Any ideas?

I forgot to add, I'm using the mobile app.

4 years ago

gtab

Manage customers and Income

How to access List of quotes, without using the search function... (I rarely remember what the customer's name is) Just a place to access all of them in number order.

I don't need a human, I just need to find out how to easily access the list of quotes, without having to remember who the quote was for and accessing via the customer name. I was thinking an additional tab that come up from the Sales tab would be good. SALES> (all sales/Invoices/Customers/Products&Services/QUOTES)... It would make sense to put it here!

4 years ago

JGringo

Manage customers and Income

Can I add an additional invoice template?

No text available

4 years ago

garry-jowett

Manage customers and Income

In the Invoices screen, how can I see invoices created in years earlier than the previous year? The filter does not allow viewing anything earlier than the previous year?

No text available

4 years ago

sharonleewilson

Manage customers and Income

Are there any others out there having an issue with undelivered invoices?

I have a mountain of them and a lot of $$$$ outstanding. Does anyone else have this issue?

4 years ago

ross-barnes7-big

Manage customers and Income

Can I stop 240 invoices in recurring transactions being sent out ??

They are membership fees with wrong $ amounts.

4 years ago

cknightsonconcre

Manage customers and Income

I have added our new ABN and now both are showing on invoices and I can’t delete the old one. I am frustrated and it’s causing payment issues with our clients.

No text available

131

4 years ago

1231 4586 7812 819

Manage customers and Income

Refunded a customer it showed up on the bank details then within a few minutes they reversed it as it was a invalid number so how do I change that on the invoice

she overpaid by $322.00 and I refunded her the money but then it cam back as invalid number so when i went to the bank onluine it match the refund and now where do I put the reversal . Because no I have to refund her the money again

4 years ago

usersteph

Manage customers and Income

Snap recipt icon has vanished from my phone

No text available

4 years ago