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QuickBooks Q&A
Manage customers and Income

Manage customers and Income

Manage customers and Income

1,632 Topics
2,898 Replies

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1632 Topics

kwikset-outlook-

Manage customers and Income

How do I change the format of my invoices in Quickbooks Self employed?

No text available

Manage customers and Income

The app l no longer shows invoice paid after allocated payment. No longer automatically brings up the amount of the invoice when attempting to allocate payment.

No text available

service-vpnz-co-

Manage customers and Income

Why are my invoices showing up in purchases

No text available

kmarble-stoneben

Manage customers and Income

I cant customise my invoice

No text available

Manage customers and Income

Is there a function to send out FINAL NOTICE to customers?

No text available

samanthatredgold

Manage customers and Income

I sent myself an email of invoice via direct transfer / PayPal but it isn’t working when I try to pay? My bank is linked but cones up erro try again later for 3days now

No text available

Manage customers and Income

How can I change who the receipt shows that the payment was received from?

On the receipt it shows the project address only and not the customer. How can I change it to show both? I cant find anything in the template to be able to change it.

Manage customers and Income

Still can't connect to paypal

No text available

kaz-familyaccoun

Manage customers and Income

Why can we no longer turn on the function in labs to upload our own invoice template for use in Custom form styles?

It looks like this function has disappeared and I really need it

queenslandpest-l

Manage customers and Income

How do I get to a receipt from November 2020

No text available

Manage customers and Income

I am unable to create recurring invoice and get error on choosing from All list>Recurring Invoice> when click on Create its shows loading error

No text available

Manage customers and Income

I need to export individual invoices to a CSV file or similar for a particular client's invoicing system. (Different to invoice list which i see can be exported to CSV.)

No text available

Manage customers and Income

Where and how is the information for the dashboard coming from?

No text available

Manage customers and Income

How do a fix any overpayment to a supplier? I paid the amount twice, the overpayment is sitting in bank feeds. They refunded the amount less an invoice that was current.

Overpayment was $4000.00, they refunded $3896.93 as there was an invoice for $103.07.

4healing-h-arts-

Manage customers and Income

I can’t get into invoicing, there is no + sign

No text available

bluebushgardenin

Manage customers and Income

I have mistakenly voided an invoice which has been paid, how do i unvoid???

No text available

Manage customers and Income

I just noticed when I sent my invoice that the date and time on the email is incorrect is there somewhere in settings that I can adjust this?

No text available

JHL Brick CartageNew Member

Manage customers and Income

I am trying to apply a customer credit to an open invoice, when I have applied it, it has reduced the amount of the invoice still owing down but the credit is still open.

No text available

bensyapaintingpa

Manage customers and Income

How can I add terms and conditions to quotes/invoices?

No text available

Manage customers and Income

How do I untick Invoices

No text available

Manage customers and Income

Hi. I own a small commercial cleaning company. How do I pay myself as a director? Do I have to file separate individual income tax return under my TFN?

How to set up the payroll for my subcontractor?

Manage customers and Income

How do I have two email addresses saved on customer data so I can send at one time

No text available

Manage customers and Income

Can QB handle Recipient Created Invoices just as Xero does ... or is QB still in the dark ages?

No text available

brethocking-sout

Manage customers and Income

How do I add our abn to invoices. I have googled it and gone in to custom form styles but it doesn't give me the option of content when I click edit?

No text available

Manage customers and Income

I have posted an adjustment/credit note to a customer. it is now showing in accounts receivable as a payment instead of a credit ?

This is not a payment. It is an adjustment to an invoice already sent

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