Other Questions

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Have a strange issue reported by one of our clients. She tries to attach excel spreadsheet in Quickbooks > Invoices > Attach file, then when she goes in to verify the correct file was attached (by clicking Attach File) it appears to attach it again, showing 2 are attached but only 1 is listed in the attachment area and she can't remove any of them. Then when she tries to e-mail it, it gives an error Quickbooks is unable to send your emails to Outlook. Any ideas?

I am wondering if there is a way to sort of "waive" a payment - if I set up a customer with recurring monthly payments, and I find that my customer had a hardship/ or in treatment, somehow, they are unable to make a few payments, am I able to go in and "reverse" or "waive" the payments if I feel I can help out during my customers time of need?  Further to this, if I wanted to do this for a 6 month period of time - is this possible?And one more thought on this - if my customer is behind on making payments (in arrears) and I would like to go back and "reverse or waive" some of these invoices, is this a possible thing?Thank you, Kalee

I have a customer with the payment terms 90 days plus eom plus 5 days. Is there any way to do that in QB?

Can someone recommend an app that clients can scan invoices to, and then the data is captured and exported to Quickbooks Desktop 2020 Canadian version please.  Similar to what Receipt Bank or Hubdoc would do for the online version. Thanks 

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Currently, I have to open a separate window for each charge on each separate VISA statement; is there a way to enter an entire VISA statement at one time?

Is it possible to just change the date of the cheque only without having to recreate it?

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We are a customer plastics bag manufacturer. We receive materials from the customer and we'll convert them into bags or pouches. How can I use Quickbooks to track what I have received from the customer and when we produce the product, how can I track how much we have invoiced them. This way we can calculate the amount of wastage. How should I go about this?I could create a Vendor profile for my customer and enter in a bill each time I receive their materials as Inventory Item.Then I will create an Inventory Assembly item when I invoice the customer?

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Hi there, Just wondering what industry to input for a book publishing company.  Client wants to be able to classify each book as a separate job.  Also gets Grants and need to track revenue & expenses per grant. Thank you!

I have a new product called PGC, which is shown under Products/Services list.    When I manually create an invoice the product is not reflected in the Product/Service dropdown list within the invoice.    I have tried to create the product from within the invoice, which works one time, but does not work for subsequent invoices.  For each subsequent invoice it is still not recognizing the product and is asking if I want to create the product.   Additional details:- Invoices are pushed to QBO from our CRM and automatically created- it was originally assigned to a wrong category.   Attempts to classify three previous products on previous invoices do not work.   I've made sure the update historical transactions box is clicked. - new invoices created automatically are correctly classified. 

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Hi, I have two questions. 1. We are currently using a personal credit card for business expenses and applying the expenses to a supplier account (name of owner of the business) and putting the expenses towards accounts payable. Is this the correct way to go about it? 2. If we set up a new credit card (Still hypothetically a personal credit card), but purely only used that card for business expenses, would if be any different to set it up as a normal credit card through the quickbooks system? Sorry if this is a bad question, I am new to quickbooks and was wondering about this for awhile.  Thanks.

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