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QuickBooks Q&A
Sales & Customers

Sales & Customers

3,916 Topics
6,989 Replies

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3916 Topics

When i make uo an invoice for Freshco, it automatically marks the invocie as paid. How can i change that?

No text available

5 years ago

ChrisPB

Sales & Customers

Payed invoices in income account

why does a payed invoice appear as a payment in the income as well as a deposit 

5 years ago

sparkyokanagan

Sales & Customers

Why does the message field on the estimate not carry forward when creating an invoice from the estimate.

No text available

5 years ago

Meaghan4

Sales & Customers

How do I show a refund, do I need to?

We run a gym. So I created an invoice for the class. The customer paid us through E-Transfer in December. In April we sent them an etransfer for a partial refund due to shut downs from COVID. How do I record this? My bank account is linked to QB so do I link that etransfer or create something different?

5 years ago

affordablervstor

Sales & Customers

How can I email all of my customers with a custom message?

No text available

Hi there, I want to send invoices to US customers and charge them in USD using QBO payment method. How can I do it? Please confirm. Mayank

No text available

5 years ago

Parker7

Sales & Customers

How do I edit an invoice?

No text available

5 years ago

reevamaybee-live

Sales & Customers

Had any one been successful changing the template of the words in the invoices

No text available

5 years ago

thea-brook-hanso

Sales & Customers

Every time I try to connect my bank account to receive payment through invoicing it says quickbooks is unable to process payments for me. I don't know what to do

No text available

5 years ago

info1245

Sales & Customers

Can I access an original invoice that I sent to a client but then had to edit it?

No text available

5 years ago

adouglas1

Sales & Customers

How can I search/sort estimates based on their status?

No text available

5 years ago

info1244

Sales & Customers

Is there a limit for receiving credit card purchases through QuickBooks?

No text available

5 years ago

1388746600

Sales & Customers

QBO - Estimates/ Sales/ Purchase Orders - Insert Blank Line Break

 Is there a feature to add a Blank Line Break between items? It would be great to have a feature where we can add a blank line break between items to separate line items without having a tax code or quantities etc associated.  It makes a mess of our forms when sending to clients and vendors. This would help keep our Estimates, Invoices and PO's cleaner and more clear and offer less room for oversights and mistakes from all parties. See attached for our issue/ obsticle.

5 years ago

jackiembateman@i

Sales & Customers

Hi there - anyone using the "Harvest" time tracker app? Not sure how to make an invoice from Harvest go to the right spot in QBO?

No text available

5 years ago

nicole41

Sales & Customers

The column "Memo" in All Sales listing does not appear on the invoice. I would like to populate that cell so I can see the desired information from the summary page.

No text available

5 years ago

user97408

Sales & Customers

The Products/Services List does not show up when entering Payable Invoices

No text available

5 years ago

guardianangelcle

Sales & Customers

How do i know a customer received payment and how do i receive it?

No text available

5 years ago

abirk

Sales & Customers

Add discount column to be able to give individual discounts per line item

This is currently available with Quickbooks online in India and its a heavily requested feature which should be added to Quickbooks online in Canada.  We are not looking to add a separate discount line item with a negative number to reflect the discount.  Instead there should be a discount column so we can have different discounts for different products and services.  The following link shows this is currently available in QB Online India. https://quickbooks.intuit.com/learn-support/en-in/manage-customers-and-income/discount-by-line-item-on-invoices-and-sales-receipts/00/382272 Please add this feature.

5 years ago

Meaghan4

Sales & Customers

How do i split a payment between an invoice and other income

I created an invoice for $700 (with tax $735). Customer pays by etransfer but can make multiple payments on it. So i link the first payment ($245) to the invoice. Balance owing is $490. Second payment they sent was for $640. $490 for the balance and the rest for something else. There is no invoice for that other piece as we just collect the money to pay another company, it's not a service we offer. How do I split that second payment to put $490 to the invoice and the rest to other income? 

5 years ago

12032104inc-gmai

Sales & Customers

How do I mark invoices as sent for customers without email?

No text available

5 years ago

katharine-mother

Sales & Customers

How do I give my client access to their account so they can send out estimates?

No text available