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QuickBooks Q&A
Manage Customers and income

Manage Customers and income

3,997 Topics
5,216 Replies

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3997 Topics

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ccdavies24

Manage Customers and income

How do I add a logo to the invoice and estimate?

No text available

1 year ago

skeltonandsons

Manage Customers and income

My short cur page only pulls up 3 icons the help and support, where and how do l get to my customer list?

Why are you always changing the platform

1 year ago

kr-ranch

Manage Customers and income

How can i add inventory to my quickbooks online accountant

No text available

1 year ago

Kalasin

Manage Customers and income

How can I default receipts to type bill rather than type receipt? How can I default the receipt due date to the same date as the receipt ?

No text available

1 year ago

BoutinsConstruction

Manage Customers and income

The transaction that was created ended up as an " invoice".I meant it to be an estimate. How do I change the description from invoice to an estimate?

No text available

1 year ago

Gavin-HendersonNew Member

Manage Customers and income

Can customers be configured so their invoices are automatically sent to more than 1 email address, by adding multiple email addresses to a contact or otherwise?

No text available

1 year ago

najoo7555

Manage Customers and income

Can I have my online payment Link

I want a online payment Link for online payment

1 year ago

Anwar-Ahmed

Manage Customers and income

i need to add the tax in my invoice ?

and i need to add barcode

1 year ago

Michael-Holtham

Manage Customers and income

I can't see my customers because of the "keep track of who needs to pay you" page blocking me.

No text available

1 year ago

katherinevaught

Manage Customers and income

how to get the recurring charges to post as an invoice onto the customer's account?

No text available

1 year ago

andyjp1

Manage Customers and income

Why is there still an issue with sending customers invoices?We can’t reach this customer. Please verify the email address with your customer or use a different email.

I've tried a few customers and even my own as a test, my customers are not getting invoices meaning delays in payments for me!

1 year ago

dennissanders06-

Manage Customers and income

How much can a customers spend in a day and how much can u take in a month

Looking for almost I can accept in a month from my clients

1 year ago

brad_c_s

Manage Customers and income

Has anyone else had all there information deleted? the only thing left is my customer list. all the invoices and estimates have vanished!

I used my account last week to write an invoice, everything was fine. Tried to get on my account to turn a quote into an invoice and everything is gone (years of invoices and estimates) except my list of customers. Tried customer support yesterday without results.

1 year ago

jeffrey20

Manage Customers and income

can i edit an invoice with VAT after saving?

error message : Quickbooks encountered an error while calclating tax.

1 year ago

adminoffices

Manage Customers and income

I have 2 online subscriptions. My chart of accounts show all bank and savings accounts for both in once business. How do I disconnect non-associated accounts?

I need to move the checking and savings to the correct businesses.

1 year ago

MarkOrlando

Manage Customers and income

QB online app only shows payments from customers… or invoices older than 5 months. It wont show recent invoices, neither in the invoice or customer section. How to fix?

No text available

1 year ago

Tamika1

Manage Customers and income

Does anyone know why invoices would say paid immediately after creation?

No text available

1 year ago

jbarr-millcreekp

Manage Customers and income

when will import invoices be working again?

I've been using Import Invoices for the last year. Yesterday I tried to do so again and get the message "Import invoices isn't quite ready to support sales tax. We're working on it. Support for sales tax will be coming soon." Does anyone know when the feature will return?

1 year ago

tracy-wheats

Manage Customers and income

Trying to review receipts, the ‘how did you pay?’ credit card option doesn’t seem to be showing that it’s linked to my actual current account, can anyone please help?

No text available

1 year ago

alex220

Manage Customers and income

how to delete an invoice

No text available

1 year ago

hubprofi-gmail-c

Manage Customers and income

How to delete all information in the database and start it from the beginning?

No text available

1 year ago

m-konstantinou-o

Manage Customers and income

I have included the clients' tax id's in their client cards under sales tax registration. When I issue invoice to client, their tax number does not show on sales invoice.

I also when in custom form styles to the template that shows the clients details, and it does not have a box for VAT to click to show on invoices. Any ideas?

1 year ago

accounts591

Manage Customers and income

how to edit the date format for invoice?

No text available

1 year ago

Sy29

Manage Customers and income

Track quantity and price/rate setting is ON but unable to see rate on invoices synced from different application connected to QBO.

Track quantity and price/rate setting is ON but unable to see rate on invoices synced from different application connected to QBO. Earlier QBO used to calculate rate field when amount and qty is specified. Now even when this setting is ON, we can't see rate field populated. We can just see amount and qty information populated.

1 year ago

controller15

Manage Customers and income

How do I put a memo in an estimate when I have 10 estimates for the same customer?

Customer X has 10 locations - I need to specify which estimates are which at a glance - how do I show enter the memo on estimates?

1 year ago

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