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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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angela113

Manage Customers and income

How can I have different customer messages on different invoice customized templates?

No text available

1 year ago

jr117

Manage Customers and income

How can you make customers inactive that have projects?

No text available

1 year ago

jackn1

Manage Customers and income

How are customer sub-accounts created in QuickBooks Online?

How is a customer account and its subaccounts set up?

1 year ago

El Dorado Hills Pools

Manage Customers and income

Invoice 2475 10/20/24 says funds are processing but not deposited. Please advise,- Cory

No text available

1 year ago

Cadnantpm

Manage Customers and income

When I try to change the footer on your website its just buffering for ages!

No text available

1 year ago

vickie35

Manage Customers and income

How do I export my customer list with email addresses to use for a marketing email?

I want to export my customer list to a CSV file.

1 year ago

rosalina-khachaturian

Manage Customers and income

HOW TO POST TRANSFER FROM MONEY MARKET TO THE CHECKING ACCOUNT

how to post activity from money market account to the checking account

1 year ago

leokong18

Manage Customers and income

Hi there, all scanned receipt from your mobile app are missing information. I have reinstalled the app and refreshed the data - still the same.

No text available

1 year ago

jimmy41

Manage Customers and income

remove chart of accounts and create my own

I have a chart of accounts to import and i want to make all default accounts inactive

1 year ago

jcherrey

Manage Customers and income

After entering new inventory item, clicking save and new, qb online does not stay on the current data entry screen. It behaves as if you clicked save and end.

No text available

1 year ago

jss027

Manage Customers and income

Using a daily sales receipt template and the cash drawer over/under isn't allowing me to enter a negative number. QB says to list as an expense type. Any ideas?

No text available

1 year ago

james207

Manage Customers and income

when I click on customise in balance sheet it shows the customise option for 1 second then moves on to the current page. How do I get it to stop on the customise page?

I want to customise the balance sheet but it wont stop on the custmise page, it clicks straight on to the current page.

1 year ago

lindasharkey100

Manage Customers and income

I am trying to add a new account to the chart of accounts but it is grayed out and kicks me out. What do I need to do to be able to enter a new account,?

No text available

1 year ago

mendezhbs527

Manage Customers and income

how do I remove the review and pay tab from the invoice email?

How do I remove the "Review and pay" tab from the invoice email?

1 year ago

rickmichalski95

Manage Customers and income

I am trying to record receipts from two weeks ago but it will only record receipts from the last 7 days. Is there a way to change this?

Snap receipt function

1 year ago

andrewslalita

Manage Customers and income

for restaurant business

how to input everyday pos in quickbooks

1 year ago

soisuitesoffice6325

Manage Customers and income

Using QuickBooks online, Can we do external back up of our database? (thru external usb)

How do I back up manually my database (using QB online)? Please teach me how...

1 year ago

englewoodhomegrown

Manage Customers and income

Apparently I’m using an old template for my estimates and cannot preview them. Can anyone help me with instructions on how to update so I can preview again? Thanks!

No text available

1 year ago

Ekoehler22

Manage Customers and income

Can you connect a sales channel between QuickBooks and Paymode X, or a custom CRM system to better track payments and invoices?

No text available

1 year ago

ampd-up-electrical2023

Manage Customers and income

My company business address when I make an invoice keeps coming up incorrectly. I go to change it and save it and keeps coming up incorrectly.

No text available

1 year ago

nadiamalarkey

Manage Customers and income

The new invoice format is not automatically bringing in my recorded hours. Does not work?

The invoicing no longer automatically berings up the hours worked

1 year ago

aaron-bg

Manage Customers and income

What is the different between marking invoice as void and delete? I want to keep the information of the invoice but the invoice is no longer valid.

If I delete the invoice I assume it will no longer appear under the Sales tab. But if I mark as VOID will I still see it and the amount I billed? I just don't want those numbers to affect my reports...

1 year ago

jimmysmaintenance

Manage Customers and income

Undeposited invoices not sure

Not sure what undeposited invoices are

1 year ago

Lem3

Manage Customers and income

How can I set up my estimates and invoices to save automatically while I am working on them so that I don't lose them.

No text available

1 year ago

southdowncars