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how to delete multiple credit card transactions at a time
how do I correct an invoice done as a project billing
PCI Compliance
I received a process for "retainers" from QBO and I want to test it before implementing the process. The instructions are a little above my head, so I just want to be sure how it will work for us.
How do I unselect an invoice total so that my customer can see it
After the latest update on the iPhone, I can no longer save receipts to a project. You have to review it, then modify after review to move it to the project.
The cursor just spins. I've tried on Chrome, Safari, and Firefox.
This is super annoying. We're a Nonprofit, and we need to be able to invoice. We don't use "Pledges". When I accurately categorized us as a Nonprofit in our Company Info, everything changed to "Pledges". I need both (1) that we are a Nonprofit, and (2) that we have access to Invoicing, calling them Invoices, to be true. There is no reason for this not to be possible - come on, Quickbooks!
Hello,My reconciliation history shows some older recon's without a paper clip indicator. I focus on an older recon dated 12/31/2023. From that line, I click thru the 'attach' option and drag the 12/31/2023 PDF, which successfully uploads.However, the 12/31/2023 PDF attaches to the most recent reconcilation (which now has two attachments).This is a bug. Is there a workaround?Thank you,Maria
Can I re-run my rules?
Hello! We have just started with Shopify and I've seen some tips on how to record sales but it mostly entails entering journal entries or using an integrator. What I plan to do is use the daily sales receipt to record sales but for that sales receipt I would list down the products sold (we don't have much so I don't mind) and subtract the Shopify fees so the daily sales receipt matches with the Shopify deposit (we only have Shopify payments). I haven't started entering Shopify sales on QBO yet until I figure out the best workflow. Thoughts? #shopify #daily #sales #receipts
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