Sales & Customers

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I have a bunch of recurring transactions setup, I sometimes need to edit  them with deductions and expenses, but I need to wait until they're created before I can make the change. For example, I have Suppliers I need to pay regularly, but some months I have discounts I can apply to reduce the amount I owe.  I have a recurring bill setup at the first of the month.  It'd like to be able to select a transaction and "create now". instead of waiting until the start of the next month for them to be created automatically. I know I could  create a new  invoice and void the automatic one, but I don't want to worry  about keeping track of which ones I need to void.

Hi all,  We have recently started using square to accept payments for invoices and are having some trouble balancing our books. We use Quickbooks online and have recently synced our Square account.  As I mentioned, we have some clients that we invoice through Quickbooks. After they have paid using the Square, the amount is deposited to our bank with the fees already removed (bank is linked with quickbooks). So when I try to match a payment to an invoice it only shows as a partial payment. I am guessing I need to do a bank charge to balance but not sure how to.  I read a couple feeds on this issue but nothing directly relates to matching of invoices.  Thank you for any help!

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Hello, I am trying to create a recurring Daily Sales Summary for a business.  The part where I am having difficulty is in the Item List portion of setting up.  There are customers that have an account with the business where they charge their purchases and pay at a different time.  How would I set this up in the Item List and which account do I link to these accounts.  The items that I would like to add are Charge (where the customer charges to their account with the business, ROA (payments made by the customer to their charge accounts with the business), Savings Deposit (where a customer has an account where they deposit money for safe keeping), Savings Withdrawal (where a customer withdraws from their savings account).

Hi!I know we were only able to import lists etc. originally, but I've seen some cool advancements with QBO.  I'm wondering if we can import income transactions into QBO via a CSV yet?  That would be AMAZING.Thanks!Naomi

I have snapped and emailed ~100 receipts and have yet to have it match to a transcation in the "Banking" tab. When I click through the review steps I am warned I am adding an expense without a transaction. Only then can I match it in the Banking section. Dollar values, supplies, and dates are all exactly the same. The only thing wrong with the scanned/snapped receipts is the "Payment Account" is always marked as "Not Found".

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So I feel as though I have a very unique question(s). I am currently reviewing Quickbooks Desktop:If I have a customer, let's call him John Smith, am I able to link a vendor, let's call her Jane Doe, to this customer?  So if John Smith makes a payment to me, the portion of the money he paid will actually go towards Jane Doe when a check is written?  Further to that question, say I want to take 10% of the John Smith payment and keep it for the company as a surcharge payment.  So I would in turn have something like this:~John Smith (ultimately will be paying the vendor Jane Doe, back directly, but payments will come through my company.~With the $100 payment that John Smith paid, am I able to link Jane Doe directly to my customer John Smith? ~Further, if I only want $90.91 to go to Jane Doe and the balance of the $9.09 to go to my company as a surcharge for being the middle man, can I/ how do I set something like this up?Thanks in advance!Kalee  

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I've upgraded my account to essential, which has the currency added.

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