Skip to main content

Get 50% OFF QuickBooks for 3 months*

Buy now

Switch to QuickBooks and 70% off for 3 Months

Sign In
How It Works
Explore Products
Support
- Get Started
- Topics
- Training
  - How-to videos
  - Webinars
- Community
- Resources
For Sales: 1-844-841-4279

Sign In
How It Works
Explore Products
Support
- Get Started
- Topics
- Training
  - Tutorials (Videos)
  - QuickBooks Courses
- Community
- Resources
For Sales: 1-844-841-4279

Sign In
How It Works
Explore Products
Community
For Sales: 1-844-841-4279

Sign In
How It Works
Explore Products
Support
- Get Started
- Topics
- Training
- Community
- Resources
For Sales: 1-844-841-4279

Sign In
How It Works
Explore Products
Community
For Sales: 1-844-841-4279

Sign In
How It Works
Explore Products
Support
- Get Started
- Topics
- Training
  - Video tutorials
  - Certification and training
- Community
- Resources
For Sales: 1-844-841-4279

Sign In
How It Works
Explore Products
Support
- Get Started
- Topics
- Training
  - Video tutorials
  - Certification and training
- Community
- Resources
For Sales: 1-844-841-4279

Sign In
How It Works
Explore Products
Support
- Get Started
- Topics
- Training
- Community
- Resources
For Sales: 1-844-841-4279

Sign In
How It Works
Explore Products
Community
For Sales: 1-844-841-4279

Sign In
- QuickBooks Community
Community

Plans & Pricing
How It Works
Explore Products

Talk to Sales: 877-683-3280

Hours

Mon - Fri, 5am - 6pm PST
Sat - Sun, 7am - 4pm PST

Product support & help

Need help signing in?

Get Started
Ideas
Product Updates
Events
QuickBooks Support
Resources

Ask the Community
Login

Home
QuickBooks Q&A
Manage Customers and income

Manage Customers and income

Manage Customers and income

3,996 Topics
5,215 Replies

All Topics
Questions
Conversations
Ideas

3996 Topics

Zulqarnain-Arshad

Manage Customers and income

I have recently Switched from another software to QB, I want to create invoices numbers starting from 10301 how i can set this number in place of default 1001, please

No text available

Manage Customers and income

Custom forms Invoice.As much as i try tp change the custom form on invoice, it still comes back to the good old same one.How do i change the appearence of the Invoice.

No text available

jermainechambers2000

Manage Customers and income

Can I change the customer label to donor in Jamaica for non profits?

I am in Jamaica.

Manage Customers and income

how can I change unit measurement and unit pricing for goods when I purchase and sell lets say selling beef by pricing / pound , but you really selling by the box .

No text available

Manage Customers and income

I have been using the new PayPal integration and overall I like it but I think some things are missing, where is the best place to give feedback?

It's great that it seems to come in solidly and regularly, and I overall like the integration but here are some things that I think are missing: When categorizing the transaction, it seems very rigid. I have a product that can be a single item in PayPal, but it has different features that I may need to break out into different products in the QB system but I can't do that as far as I can tell. There is no way to change quantities or prices. Previously we could change that around when categorizing a transaction and as long as the overall amount remained the same it would let us enter it; that is no longer possible. I have some items that don't come through from PayPal exactly like I want them in QB, but I can't change it in the current implementation. I can't change the discounts to anything different. Similar to the last point, sometimes I need to manipulate how they come in from PayPal vs. how I want them in QB but right now this is not possible, I just get one discount field.

Manage Customers and income

Am I able to edit an estimate that is already accepted and has had a progress billing invoice created against? (we need to adjust a line item- will this mess us up?)

*partially billed meaning around 20% has been billed*

Manage Customers and income

how can I change unit measurement and unit pricing for goods when I purchase and sell lets say selling beef by pricing / pound , but you really selling by the box .

No text available

Manage Customers and income

Trying to post a new Sales Receipt and the number is showing as Sales Receipt no.txn_3R58CUP8uiule0Ej3 rather than the next sequential number. Any ideas?

No text available

AUTOREPAIRS-CALGARY

Manage Customers and income

Hi there, I 'm having trouble uploading the invoices to my QuickBooks account, it's not giving me the option anymore to do the same,please advise at the earliest.

No text available

Manage Customers and income

Can you help to careat a new account of accounts receivable?

No text available

Manage Customers and income

Should QBO has option of FIFO inventory? and from where I can select the FIFO

Should QBO has option of FIFO inventory? and from where I can select the FIFO I want to use FIFO inventory for our stock

Manage Customers and income

I am new to this and have created an invoice just to try it out. I haven't emailed it anywhere as not due yet, but I can't get back into it for some reason. Help

No text available

Manage Customers and income

Why don't My chart of accounts show up when I invoice a customer?

No text available

Manage Customers and income

I'm on the Advanced plan of QBs Online. Is it not possible to upload or edit custom fields in the Vendor list using the Spreasheet Sync?

I tried ChatGPT and it tells me that after launching Spreadsheet Sync I should choose “Start from scratch” instead of “Use a template.” But this options is not available at all.

Manage Customers and income

The receipt snap function is not working. I have access to my camera enabled, deleted the app and reinstalled and still nothing. I can see a black screen.

No text available

Manage Customers and income

Can I increase decimal places of inventory unit cost ?

Can we set the default number of decimal places (say 4 or 5 decimals) when entering inventory purchases to avoid rounding errors?

survey-link-dynamics

Manage Customers and income

hi how to add email to send invoice and estimate ?

No text available

Manage Customers and income

How do you record a product return form a sale created in Sales Receipt (not Invoice)? The Refund Receipt operation wants to link an invoice and won't allow adding lines.

No text available

Manage Customers and income

i want to downgrade my plan, but it shows me this massage "You have multicurrency feature turned on in your QuickBooks Essentials TRIAL. This feature can't be turned off

No text available

Manage Customers and income

Why can’t I see invoices when searching on the iPhone app, even though they appear correctly when I search on the computer?”

No text available

Manage Customers and income

invoice not showing payment details

No text available

Manage Customers and income

How do I change my invoices to where when I get them paid, the deposit goes into my newly connected business checking account and not my old personal one

No text available

Manage Customers and income

Once invoices are paid how do I match them on QuickBooks as paid

No text available

Manage Customers and income

I have issued a credit note to a customer for the tax portion of his invoice. It shows as unapplied credit. I have refunded him. How do I apply this?

No text available

Manage Customers and income

we're fetching your data

No text available

Show more activity

Start a discussion

Need QuickBooks guidance?

Log in to access expert advice and community support instantly.

Sign In Sign Up

Powered by Gainsight

Terms & Conditions Accessibility statement

Products

Products
QuickBooks Online
QuickBooks Self Employed
QuickBooks Online Advanced
QuickBooks Live Bookkeeping
QuickBooks Desktop
QuickBooks Desktop Premier
QuickBooks Enterprise
Medium-sized Businesses
Checks & Supplies
QuickBooks Point of Sale
QuickBooks Time
See All Products

Features

Features
Track Income & Expenses
Invoice & Accept Payments
Maximize Tax Deductions
Track Miles
Run Reports
Send Estimates
Track Sales & Sales Tax
Manage Bills
Multiple Users
Track Time
Track Inventory
Manage 1099 Contractors
Pay Employees
Get Capital
Accounting Software

Resources

Resources
Resource Center
Product Support
Tutorials
Blog
Product License Agreement
Contact Us
QuickBooks Apps

Partners

Partners
For Accountants
For Developers
For Franchises

About Intuit Join Our Team Press Affiliates And Partners Software And Licenses

© 2026 Intuit Inc. All rights reserved

Intuit, QuickBooks, QB, TurboTax, Proconnect and Mint are registered trademarks of Intuit Inc. Terms and conditions, features, support, pricing, and service options subject to change without notice.

By accessing and using this page you agree to the Terms and Conditions.

About cookies | Manage cookies

Legal Privacy Security

Small Business

Small Business
Features
Plans and Pricing
Compare Products

Features and Benefits

Features and Benefits
Cloud Accounting
Invoicing
Accounting Reports
Inventory Management

Accountants and Bookeepers

Accountants and Bookeepers
Grow Your Practice Online Center
Offer Terms and Conditions

Learn and Support

Learn and Support
QuickBooks Online Support
Contact QuickBooks Online Support
QuickBooks Online FAQ
QuickBooks Accounting Glossary
QuickBooks Resources

About Intuit Join Our Team Press Affiliates And Partners Software And Licenses

© 2026 Intuit Inc. All rights reserved

Intuit, QuickBooks, QB, TurboTax, Proconnect and Mint are registered trademarks of Intuit Inc. Terms and conditions, features, support, pricing, and service options subject to change without notice.

By accessing and using this page you agree to the Terms and Conditions.

About cookies | Manage cookies

Legal Privacy Security

Products

Products
QuickBooks Online
QuickBooks Self Employed
QuickBooks Pro
QuickBooks Premier
QuickBooks Enterprise
QuickBooks Time Tracking
Mobile Accounting App
App Integrations
See All Products

Features

Features
Accounting Software
Accept Payments Online
Expense Tracker
Inventory Tracking
Invoice Software
Job Costing
Manage Bills
Maximize Tax Deductions
Mileage Tracker
Payroll Software
Run Reports
Time Tracking Software
Track Sales & Sales Tax
Move from Desktop to Cloud
See All Features

Resources

Resources
Small Business Centre
Product Support
Tutorials
Intuit Education Program
Contact Us
Find a ProAdvisor

Partners

Partners
For Accountants
For Developers

About Intuit Join Our Team Press Affiliates And Partners Software And Licenses

© 2026 Intuit Inc. All rights reserved

Intuit, QuickBooks, QB, TurboTax, Proconnect and Mint are registered trademarks of Intuit Inc. Terms and conditions, features, support, pricing, and service options subject to change without notice.

By accessing and using this page you agree to the Terms and Conditions.

About cookies | Manage cookies

Legal Privacy Security

Products

Products
QuickBooks Self-Employed
QuickBooks Online
QuickBooks Payroll
QuickBooks Online Accountant

Resources

Resources
QuickBooks FAQs
QuickBooks Small Business Tutorials
QuickBooks Self-Employed Tutorials
QuickBooks User Community
QuickBooks Webinars
QuickBooks Events
Switch to Quickbooks Online
Product License Agreements
Business Advice
ProAdvisor Certification

Developers

For Developers
Intuit Developer
Developer Community

About Intuit Join Our Team Press Affiliates And Partners Software And Licenses

© 2026 Intuit Inc. All rights reserved

Intuit, QuickBooks, QB, TurboTax, Proconnect and Mint are registered trademarks of Intuit Inc. Terms and conditions, features, support, pricing, and service options subject to change without notice.

By accessing and using this page you agree to the Terms and Conditions.

About cookies | Manage cookies

Legal Privacy Security

Fonctions

Fonctions
Revenus et dépenses
Déductions
Production de rapports
Devis
Ventes et taxes de vente
Factures à payer
Heures travaillées
Gestion des stocks
Rémunération des employés
L’ère de l’infonuagique
Accepter des paiements en ligne

Ressources

Ressources
Centre des petites entreprises
Soutien technique
Programme d’éducation d’Intuit
Trouver un ConseillerPro

Partenaires

Partenaires
Pour les comptables
Pour les développeurs (anglais)

À propos d’Intuit Nos offres d'emploi (anglais) Médias

© 2026 Intuit Inc. Tous droits réservés.

Intuit et QuickBooks sont des marques déposées d’Intuit, Inc. Les modalités, les fonctions, le soutien, les prix et les options de service et de soutien peuvent être modifiés sans préavis.

Conditions d’utilisation.

About cookies | Manage cookies

Renseignements juridiques Confidentialité Sécurité

Sign up

Already have an account? Login

Login with SSO

Sign In

Let's get you signed in

No account yet? Create an account

Login with SSO

Sign In

Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.

Enter your e-mail address

Back to overview