Sales & Customers

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Can you create a formula for the receipt number in QB Online? I started to manually add the month then the receipt number and QB Online kept using that for new receipts (good) but when we hit a new month it does not change the month prefix, is there a way to achieve that?

How do I invoice for supplier time billed for 2 different projects for the same customer?It lumps the time for both projects when I invoice the customer.

Hi all.  What I'm about to describe I suspect is normal.  But it still confuses me. I have QuickBooks Premier Professional Services Edition 2019 (aka: QB Desktop).  If I open Item List, I have a couple dozen items that are a Service.  If I right-click any of those Service items and do the QuickReport thing, the resulting report shows all negative values across all transactions, with negative totals.  100% of everything is a negative value.  The reason I suspect this is normal is that all data throughout QB, from my memorized reports to the various graphs, to the actual invoices/payments etc., are all as they should be.   I'm one of those business owners that uses QB to get things done but am no accountant by a long shot, so probably this is some accounting thingy that balances the Balance Sheet or something, but it still kinda freaks me out when my entire set of Services I offer sounds like it's negative profitable! :)&nb

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I'm trialing QB Enterprise currently.  We incur a lot of expenses in different foreign currencies on behalf of our clients.  I set up a GL code to allocate these expenses to (as a test) and allocated as billable to the client.  When I raised the invoice to bill the client for these expenses I end up with a small balance remaining due to forex.  Is there are way/best practise to ensure the balance is always zero?  Do I fake the exchange rate to force the balance to zero?  Do I do a general journal after raising the invoice to move the balance to forex gain/loss (this is what I chose to do)?  Thanks!

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payout with a cheque or direct deposit

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I invoiced a customer for 3 invoices totalling $139,000 CAD.  However, he sent the payment as $138,933.86 USD, which the bank converted at a rate of 0.7461016.  How do I receive payment for the 3 invoices?  When I try doing it, it tells me "Transactions can have only one foreign currency at a time".  My home currency is CAD.  Thank you. 

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