Sales & Customers

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Hello, Trying to figure out how to complete my Daily Sales Summary to include all cash handled when my client uses money from cash drawer to pay bills to vendors.  I can figure out how to enter on the Daily Sales Summary by creating an item called Bills Paid By Cash, but how do I then also pay the bill?  If I enter it on the Daily Sales Summary transaction (which I need to do to account for everything that happened in the day), that says the money has come out of the drawer.So if I then pay the bill from the drawer, that would be a second draw.I've created the Daily Sales Summary as a Customer and memorized transaction in Sales Receipts.I tried to put the item Bills Paid By Cash to Accounts Payable to offset that way, but cannot put an item to Accounts Payable in Sales Receipts.Please help! 

In looking at my P&L for last year, I have two Accounts that have Discount items in them - even though they were invoiced using the identical process. Most are mapping to the correct account but I have a few that have mapped to another account somehow.  They were entered as Discount % after the subtotal on the invoice instead of using product/services line items in the body of the invoice. My questions:  How can I fix the few that didn't go to the right account?Am I better off using line items in products/services? Thanks!

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I've got a seemingly straightforward question but for some reason, I'm finding the answer quite difficult to pin down... I have a client that does catering and will receive deposits for jobs months in advance. These deposits should be held in a liability account (customer deposits) until the job is completed and finally invoiced. My question is what is the best practice of handling deposits in QBO? I noticed that the deposit box on a sales invoice is linked to a bank account and can't be changed to a liability account. I've attempted having a product/service line item called "Discount @ 30%" and linking it to the "customer deposits" liability account and entering the deposit as a -$ amount which is fine if the client has finalized the invoice but if the invoice has NOT BEEN finalized - ex: customer pays $1,500.00 to hold the date but menu is undetermined at that time - I can't make an invoice for just the deposit amount. What are my options when it comes to correctly han

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Someone purchased a product from me and used cash to pay for it. I need to record this income, but am not sure how to do it in QuickBooks online.  I thought creating a Journal Entry may be the best way, but when I hit save and close, I received the known "please balance the debits & credits" error. This is the second time I've tried to make a journal entry with the same result - have yet to make one successfully. I have seen that this is an ongoing issue that's surprisingly yet to be resolved. So... what's the alternative?

Thank you for choosing QuickBooks Online in running business, @leilakaram.   I'm glad that you've upgraded your subscription to access the project feature in QuickBooks. Projects should automatically appear on the left hand side menu. If you're able to find it, go back to your regular browser and clear its cache. You can also another supported browser to access your QBO account. This might be a temporary issue with QuickBooks and the current browser that you use.   If you are an accountant user you may need to turn on this feature Select Settings ⚙. Then select Company settings. Select the Advanced tab. Find the Projects section and select Edit ✎ to expand it. Select the Use project financial tracking  Select Save, then OK to confirm. Select Done.   I've also added an article that will guide you in using the Project feature in QuickBooks. This will help you in tracking p

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We use the api to create sales receipts for orders placed on our website. It works but we we need the system to automatically email these receipts to customers. Please advise on how we can achieve this inside quickbooks online. We need the recipts to automatically get emailed once they are created.