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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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atoth

Manage customers and Income

Why is it I cant see my invoice template when it says its perfect?

No text available

7 years ago

accounts73

Manage customers and Income

I have connected my NAB bank account and my PayPal account into Quickbooks.

But my NAB and PayPal accounts are linked externally as well, will this cause problems?Also if this is fine, is there a way that you can link the two together in QB so that when you are reviewing new items from your Bank or Paypal. I.e. using the Find Match function?

7 years ago

skbizservices

Manage customers and Income

Can't generate new invoice.

No text available

7 years ago

mf_edwards

Manage customers and Income

Does anyone have any experience with Integromat please? I am trying to download the PDF of an invoice to attach to an email but the file is corrupted. Please help?

No text available

7 years ago

maca87

Manage customers and Income

Is there a way to change a transaction type from deposit to sales receipt in the chart of accounts?

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7 years ago

elliottfinley

Manage customers and Income

My invoice templates are not saving pay with PayPal option...?

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7 years ago

allanf1234abcd

Manage customers and Income

Can i get help my invoices didnt get received so i got no income this week even though i sent them they didnt receive why not happy

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7 years ago

andrewh2

Manage customers and Income

I need someone to edit the layouts of my invoices and quotes.

No text available

7 years ago

1231 4628 3419 129

Manage customers and Income

Edit Statement Template

Our Customers Are Asking For Banking Details To Be Added To The Statements We Send Them How Do I add Banking Details to The Statements??????????? Using QBOL Regards Linden

7 years ago

pete9

Manage customers and Income

Hi. I get the Error ."Numbers of source Raster bands and source color space components do not match". When uploading logo again. It wasnt showing on invoices.

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7 years ago

nataliya1

Manage customers and Income

Hello.Is it possible to customize sales dashboard in the QB online?Thanks!

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7 years ago

lenfisher

Manage customers and Income

Double charged for months. is there an email address to complain?

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7 years ago

contact15

Manage customers and Income

Hi, I am wanting to see all the emails sent to a particular customer especially statements. How do I do this?

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7 years ago

lance5

Manage customers and Income

Hi, can I setup the quote page to display only the description and total price on a quote? I want to keep all the various items and quantities hidden if possible

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7 years ago

transacagencies

Manage customers and Income

Customer and supplier tabs will not open?

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7 years ago

wayne5

Manage customers and Income

What is the easiest way to look through multiple customer invoices ?

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7 years ago

hello23

Manage customers and Income

In the past I have received invoice payments into my home-loan account. Quickbooks won't let me match these transactions. How should I set up this account for it to work?

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7 years ago

jason30

Manage customers and Income

Can I email all my customers an attachment at once???need a fast way to send my insurance documents out to 300 customers???

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7 years ago

bobtowsey

Manage customers and Income

How can i display a customers PO number on a delivery note?

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7 years ago

john43

Manage customers and Income

The sales figure on the dashboard shows an incorect month total...when will this be fixed?

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7 years ago

bstavik

Manage customers and Income

I want to reverse an invoice payment, how do I do this?

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7 years ago

tonyjen609

Manage customers and Income

...the second part of my question is, we are primary producers and we are GST free and we don't need to invoice.

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7 years ago

msgrundy

Manage customers and Income

Im trying to issue a customer a credit. they dont want the money back they just want it deducted from the outstanding balance that they owe. is this an adjustment note?

is adjustment note the correct way to do this or does it just change your bank balance. should it be done by issuing another invoice with a negative amount?

7 years ago

Jaz Zhuang

Manage customers and Income

Client take a phone and post via QB app, the expense directly auto posted to the QB and shows paid from the business bank account

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7 years ago

jim26

Manage customers and Income

How do I mark an Invoice as draft/non-posting/pending as we raise Invoices as we go along and are not finalised till later?

No text available