Sales & Customers

Hi. We’ve recently taken on a job that involves and insurance settlement. My question, in quick books how do I record this deposit into an account and then manage that account separately for invoices that need to be paid. (obviously the money goes into our business account but I’ll need to create a liability account on quick books to transfer those funds to?)thanks! 

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I rent out a condo and the tenant paid for a repair. I would like to reimburse him for this expense. So basically, I would like to achieve this in Quickbooks Desktop:Dr. Repairs and Maintenance (Expense)     Cr. The tenant's A/R account How can I practically do this so that the expense properly shows up on the "Repairs and Maintenance" account and when I invoice the tenant I can add a line that will effectively reduce his outstanding balance (what he owes me)?

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Mac 10.15.5 After the last update a few days ago, trying to print an invoice will only open a prompt to save it as a PDF, instead of printind directly. How can I print the invoice without having to save it as a PDF, and then open it again? Thanks!

Is there a way to set up a global default for customer payment terms in QuickBooks desktop version?

Is there some way to create a credit memo from an invoice?  I know we can create invoices from estimates, but it would be nice if we didn't have to re-enter everything when creating a credit memo for an invoice. alternatively, creating the CM from the estimate would also work for me.  Have I missed how to do this? 

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I would like to get a physical count inventory report by date. We do an inventory every year and if the items have not sold in the past year it does not need to be counted this year.  It would save us a tone of time on inventory day.  Thought?  I'm assuming will need to create this report or export to excel and sort the date.

I'm using Square as my POS and have it linked to my QBO. Square piles the transactions over the day/weekend, then deposits them as one transaction together into my bank. Square also is creating Account Receivables for every individual transaction over the day/weekend and creating an invoice/paid statement for each purchase.The problem comes from the deposits to my bank showing in Quickbooks AND the AR statements. So when I run my P&L, it shows income from both the bank deposit and the AR. How can I resolve the additional accounting?

When selling a product we receive a cheque that has expenses already deducted from the sale amount. How do I record the already deducted expenses into a separate account? QuickBooks only sees the amount as a deposit and not sure how to record the expenses. 

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I used Quickbooks template and simply revised it.

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I have a retail store and at the end of the day my POS system exports my day's sales to QBO. Along with the invoice it generated, I would get a journal entry that credited my inventory asset account and debited my cost of goods sold account. But it stopped working several months ago and I'm not sure why. I had chatted in to QB on the day that it stopped for something, but I can't remember what specifically (I've had a lot of issues), so I'm sure some manual setting was changed but no one can figure out what. My 'Products' were always set to Non-Inventory and it worked fine. My POS guy had me change them to 'Inventory' yesterday, but it still isn't working. Any insights from anyone would be greatly appreciated.

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