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QuickBooks Q&A (Global)
Manage Customers and Income

Manage Customers and Income

Manage Customers and Income

4,053 Topics
5,272 Replies

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4053 Topics

powerhouse-es1-g

asked in Manage Customers and Income

Why aren't my invoice templates updating?

I have updated my invoice template but when i go to preview, the information in the template is incorrect. It's pulling old information from somewhere. I've sent a test invoice to see if the invoice comes through correctly however it still has the incorrect information

01

asked in Manage Customers and Income

May I know how do I record same company name into supplier list and customer list? It seems can’t be recorded same name into both lists

No text available

74

fouz.sanfarina@g

asked in Manage Customers and Income

I am not seen customer type option in customer field quickbooks plus

No text available

101

asked in Manage Customers and Income

Hisome body at my office change the TOTAL TAX name, in the standart custom form invoice.Can anyone help me to fix this problem, explaining myself to edit this title?

No text available

21

gregor-160bpm-di

asked in Manage Customers and Income

I would like to send invoices into Quickbooks via email, as it is described in the docs "Email receipts and bills to QuickBooks Online". Is this not available for EU?

I followed this guide, but the pages / options don't appear to me. https://quickbooks.intuit.com/learn-support/en-ca/help-article/accounts-payable/email-receipts-bills-quickbooks-online/L7r2LAQ7C_CA_en_CA#:~:text=Go%20to%20Bookkeeping%2C%20select%20Transactions,qbodocs.com%20at%20the%20end.

61

asked in Manage Customers and Income

Why is there no Snap Receipt button/option in my QB App for one of my companies?

international QB version does not show Snap Receipt in App?

31

stephan-i-boss-i

asked in Manage Customers and Income

How to change the account type label to adapt to client terminology?

No text available

41

silasboardzz9927

asked in Manage Customers and Income

Hey , how do I add my logo to estimates and send it in a pdf format without using a computer?

No text available

21

asked in Manage Customers and Income

Can i have a price list excluisve for a customer

No text available

21

asked in Manage Customers and Income

Can you add more categories of exps. in the Bus. Overview - Expense diagram. It gives total exps. and then the next 3 ranked by amount and then 'other' for the rest.

We have expenses from 4 properties as well as our HQ so we would like to see each of these groups in the diagram - not just 3 plus 'other'.

61

asked in Manage Customers and Income

Can i have quantity and rate on a PO without inventory turned on

No text available

81

asked in Manage Customers and Income

Hi, Is there a simple way to attach terms and conditions of sales to invoice PDF's? I.e A three page PDF merged to the invoice. Thanks,

No text available

10312

info@laplayablan

asked in Manage Customers and Income

Hello and thanks for the timely response, I can't open the chart of accounts from the desktop by connecting to QuickBooks online.

Hello and thanks for the timely response, I can't open the chart of accounts from the desktop by connecting to QuickBooks online.

92

-alphameditech-c

asked in Manage Customers and Income

How to add e-signature

how can i put my signature and company stamp after "Accepted by" in estimate

202

mindhunter15-yah

asked in Manage Customers and Income

How i can merge 2 items in inventory because i have added same product with different quantity please reply me as soon as possible

No text available

51

akber-rao-gmail-

asked in Manage Customers and Income

Trial Balance shows wrong amounts after converting multi-currency transactions into home currency. How can this be reconciled

I have multiple currency bank accounts and USD as home currency. I have categorized all the bank transactions. When I check the trial balance, the QB converted USD balances are not correct. For instance the bank account which has a closing balance as Zero shows a credit balance in trial balance after converting transaction in home currency

151

akber-rao-gmail-

asked in Manage Customers and Income

I hv rcvd advance payment 4m client. Hw shld I recrd it 4m bank feed? so tht I knw d blnc aftr every invoice adjstmnt as thr z no indvdul A/R ldgr maintained in COA by QB

This payment could cover probably 4 to 5 months invoices of coming months. I also don't see Unearned Income (Current Liabilities) account when I open receive payment page.

143

info@laplayablan

asked in Manage Customers and Income

I can't open the Chart of Accounts

When I want to open the chart of accounts, the application crashes

11

asked in Manage Customers and Income

How i can start the new year with a new serial number for the invoices?

No text available

41

sam-burningbeach

asked in Manage Customers and Income

Hey. Can't find the tasks menu.

Hey. Can't find the tasks menu. Please help.

21

accounts-horti-t

asked in Manage Customers and Income

How do I add late fees to overdue invoices?

How do I add late fees/finance charges to overdue invoices?

41

asked in Manage Customers and Income

Does the snap receipt work for every online quickbooks version? The feature does not appear on my quickbooks app

I have quickbooks online plus

71

info-goajazzacad

asked in Manage Customers and Income

Invoice is not showing option for online payment

im trying to integrate razorpay to my account, however the invoice is not showing any option for online payment

11

ta-anderssonandc

asked in Manage Customers and Income

Im trying to chance the transaction number for the new year so its following after each other both for estimate and Invoice, how do I do that?

No text available

11

accountant-assal

asked in Manage Customers and Income

Hi how to add opening balance

As Salaam Air

11

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