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QuickBooks Q&A
Sales & Customers

Sales & Customers

3,914 Topics
6,987 Replies

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3914 Topics

How do I enter a payment received via cheque when the cheque also contains expense fees on it? I cannot add expenses on the invoice and the bank deposit does not match.

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5 years ago

hazelphotography

Sales & Customers

How do i add discount on an invoice under quick books self employed package?

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5 years ago

westwindequinema

Sales & Customers

How do I add partial payments to an invoice? I had a client pay half in cash and the other half would be as an etransfer

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5 years ago

usermedernachlee

Sales & Customers

Does this app sort my taxes for me? I am confused and I saw in the app that they would send me an email with my sorted receipts?

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5 years ago

chris236

Sales & Customers

There seems to be a problem with the 'tax' dropdown when creating a new invoice. I can't add tax to invoices. Is anyone else experiencing this problem?

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5 years ago

Bearmtnmartin

Sales & Customers

Purchase orders always show as received

I have Quickbooks Premier. Ever since upgrading to this version, we have been plagued with open purchase orders almost always showing as being received whether they in fact are or not. Sometimes I can do a search for a particular PO and it will pop up without the received stamp, but usually it shows. This has lead to some real confusion and embarrassment and I need to deal with it. Is this just my version or is this a common thing? Thanks for the help. 

5 years ago

usersarah

Sales & Customers

Probably silly question but how can I setup my account so that receipts are sent automatically to clients when a payment is made?

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5 years ago

tim119

Sales & Customers

I am unable to edit estimate/invoice columns. The blue link that reads EDIT LABELS AND WIDTHS is not a link

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5 years ago

dgpiche

Sales & Customers

I have received a PDF invoice from a sub contractor working for me and he sent a PDF invoice to me but I can't find where to add his banking direct deposit information?

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5 years ago

trevat

Sales & Customers

The customer's company name is no longer populating on our invoices (we only see the address). Can someone tell me how to fix this?

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5 years ago

parveen-juneja

Sales & Customers

I am not receiving email for the payments received from last two days

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5 years ago

useranthonylima-kilo

Sales & Customers

I have tried to turn the sound off when taking a pic of a receipt, have followed the QB instructions and it still makes that horrible noise. I have a Samsung S20 ultra.

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5 years ago

useraccounting_georg

Sales & Customers

Being double charged for past few months. Switched from Desktop to Online. Please advise by email to xxxxxxxxxxxxxxxxxx@xxxxxxx.xxx

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5 years ago

info1423

Sales & Customers

I am on the basic QuickBooks plan. Can I make a recurring invoice with this plan?

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5 years ago

robert-go4-d-com

Sales & Customers

After recently changing a product status to Inactive, we noticed that the product description on historical invoices now includes 'deleted'. Why?

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Can I add discounts so that it shows up on the invoice?

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5 years ago

Cher Bear

Sales & Customers

How do I ensure that invoices do not get sent automatically to my clients?

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5 years ago

useralexis

Sales & Customers

How do I retract a reminder that was sent?

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5 years ago

accounting190

Sales & Customers

On quickbooks desktop we had a customer price level list where we could assign custom pricing to certain customers. Where can I find this in quickbooks online

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5 years ago

don18

Sales & Customers

How to create EOM+90 terms for a customer

I have a customer who's purchase orders are given with terms EOM+90. If it were EOM+30, I think I could figure out how to do it, but the +90 doesn't seem doable.

Set default payment terms for all customers

How do I set default payment terms for all customers?I want the payment terms for invoices for all customers to be "Due Upon Receipt" Can I select a default so I don't have to set for every customer?

How to clear a very small overpayment that needs to be written off

We invoiced a customer for $444.94.  He sent an EFT for $445.00I'm wrecking my brain trying to figure out how to write it off and clear it from the books.  When I create a credit memo, it then asks what to do with it:  write a cheque or apply to open invoice.  I do not want to write a cheque for $0.06 and there are no open invoices.  Any advice?

5 years ago

dasharp1967

Sales & Customers

Quickbooks identifiers on emailed invoices

Hi,In Quickbooks desktop pro, when I email an invoice to a client directly from Quickbooks, there are several trailing numbers other than the invoice number assigned by QB on the pdf file name. For example, if my invoice number is 19000, QB assigns Inv_19000_from_ Business_######_####.pdf. Is there anyway to change it? I just want the invoice number showing. Denise

5 years ago

usermikeatvintage

Sales & Customers

I want to input account numbers for customers. I have enabled this function in my settings but can not find it anywhere to select.

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5 years ago

usergreenowlerbong32

Sales & Customers

Is the Quickbooks Online Plus designed for one organization only?

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