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QuickBooks Q&A
Sales & Customers

Sales & Customers

3,915 Topics
6,988 Replies

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3915 Topics

Is the Quickbooks Online Plus designed for one organization only?

No text available

5 years ago

sh2295

Sales & Customers

Just moved to QB. I add my last year unpaid invoices with last year invoice date. When I run report of new year trail balance it doesn't appear over there why??

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5 years ago

Star1850

Sales & Customers

I need help to upload customers list

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5 years ago

brandon.gorman

Sales & Customers

How can I get rid of the incredibly annoying new beeping feature when taking photos of receipts?

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I am pretty new to QBO and working with a large client file.  I record their sales in one large lump posting at month end from their computerized report.  the report will show revenue, taxes, gift cards sold & applied, customer deposits received & applied and how much money they have received in the month.   How would you suggest is the best way to record this?  My first thought is in journal entry but I know it is best to stay away from journal entries.   Appreciate all the input.  Thanks 

5 years ago

jcmenasen

Sales & Customers

Can I accept credit card payments over the phone through QuickBooks?

No text available

5 years ago

csctechdep

Sales & Customers

HOW DO I UNDO A PAYMENT FROM AN INVOICE?

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5 years ago

jkearns-personal

Sales & Customers

Why does Quickbooks keep asking me to share a certain code with my accountant while trying to send invoices?

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5 years ago

keiinc

Sales & Customers

I recently had to get a new credit card to replace my compromised business card. When I added the credit card to Updated, all previously "Added" trans. downloaded?

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5 years ago

veermanacres

Sales & Customers

When I add a payment to an invoice and then create a receipt to send to a client, the transaction is doubled and creates a false income statement. How can I fix this?

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How can I change the company dress in invoice ( already change the company info in settings)

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5 years ago

sh2295

Sales & Customers

How can I update my invoices?? If customer pay half amount of invoice in last fiscal year and other half in new fiscal year.

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5 years ago

morsomefoods

Sales & Customers

Hello. How can I upload an excel sheet showing my sales for the year? I do not want to create an invoice per transaction but rather show monthly sales

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5 years ago

usergr8weatherstatio

Sales & Customers

I just subscribed to trial of QBO Pro Canada - re Customer Type. there is no drop down offering New Customer Type. Simply typing a new customer type does not work.

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5 years ago

cmora1

Sales & Customers

Is is possible to remove the colon on the category when showing on an invoice beside the item?

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I’d like to take credit card deposits on the spot. It’s easier for customers. Can we do this? Can I take a credit card and Process on behalf of customer?

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5 years ago

jcooper-wwotc-ca

Sales & Customers

How do I process a 'receive payment' for one total amount that is from two different customers

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5 years ago

Diane18

Sales & Customers

How do I record rent from tenants

What is the proper way of recording rent from tenants in QB Desktop?  I've read a couple Q & A here but they refer to QB Online and it's a bit different. But judging by what I've read, I should use classes and receipts.  Why is it important to use classes?  I've been recording rent received by using general journal entries.  I've also read that you should never use GJ so I figure I've been doing it wrong.  Our year end is Sept 30 so I think I should change the way of recording it starting Oct this year.  

5 years ago

ezwack

Sales & Customers

I have received an invoice thru intuit from ABG COLOSSUL is ths a scam?

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5 years ago

info1407

Sales & Customers

How do I put a discount into a clients info that will be applied everytime?

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5 years ago

a3creativesoluti

Sales & Customers

Hey, recurring invoices, does it automatically charge peoples credit cards once the first invoice goes out (and captures their card info)

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5 years ago

sandragerman

Sales & Customers

How do I edit an invoice that was converted from an estimate?

Estimates are sent before a job. Many times the circumstances of the job changes so I need to edit or modify the invoice accordingly. I'm not able to edit my invoice. Why?

5 years ago

sandragerman

Sales & Customers

How can I make changes to an estimate when it's converted to an invoice?

No text available

5 years ago

PMoore1

Sales & Customers

Customize downloaded invoice PDF names

Is there any way to customize the default name for downloaded invoice PDFs? At the moment it's a random string of letters & numbers. I have been renaming them individually each time i have to download them, but it would be helpful if I could just set a default naming scheme. For example: [Company Name] Invoice [invoice #] for [Customer Name]

Customer payments were coded as "deposits" rather than "sales receipts" (for a year's worth of payments). Option doesn't show on reclassify menu. How to fix?

No text available

5 years ago

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