Sales & Customers

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My client is selling white label services to his client's customers. He bills his client, but needs to have the sub-customers listed on the invoice details. The sub-customers are set up with Bill with Parent turned on. The deferred charges are added to the invoice fine, but there is no indication from *which* sub-customer the charges came. How can I get the sub-customer name onto the detail line on the parent invoice?

I want to record sales coming from Bank feeds. Is it possible to auto calculate the Sales portion and HST portion? Now, I need to manually calculate Sales & HST to match with Statement amount. I attached the file for ready reference where first page refers when I see the bank feed transactions, second page when I select the transaction deposit as a sale and last page when I calculate manually Sales & HST amount to match with statement amount $22.59.

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Hi, I have invoices 1001-10012 but inv1001-1003 doesn't show up when I go to invoices in the side bar menu but I can find them by searching by the inv# or in the sales report. What is happening here and how I can get them to all show up when I go to the inv menu? Many thanks.

On the Business section, it asks me for my 15-digit business number (presumably so that QuickBooks can add and collect taxes properly on my future invoices) I only have a 9-digit business number. In Quebec, a business is not obligated to register for a 15-digit tax number until their sales reach $30k in a given year. Is there a way I can still do this? Perhaps a page where I can "uncheck" collecting taxes in my invoices or something?

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I am using the Quickbooks Self-Employed program and am finding that the sales tax amounts are off. I live in Ontario, so 13% tax. For a $204.33 purchase, the sales tax that should be applied is $26.56 but it is showing up as $23.51 in the program. Or for a $97.19 purchase, it is adding $20.42 sales tax when it should be $12.63!! Please help!!!

I just want the amount on my invoices to show $0.00. Right now I'm getting CAD 0.00 with no $. 99.9% of my clients are in CAD, so no need to have CAD on the invoice. Can someone advise how to change this?

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I created services and assigned them to their respective classes. Then I created a couple of bundles for my billing. If I create an invoice and use the individual services, the classes appear. However, if I use one of my bundled services the classes are gone and I have to re-enter them manually. This seems incorrect. What am I doing wrong?

How do I set up different payment terms for the same customer without changing the field manually each time I enter an invoice?  We have several contracts with the same customer, but each contract has different payment terms (Net 30, Net 45 and Net 90).  Now when I enter the invoice, I select the payment terms manually, then when I go to save the invoice QuickBooks asks each time if I want to change all of my invoices to these terms.  Could I somehow associate a PO/Contract No. field with terms or some other method to keep me from entering this each time?  Thank You!

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When working in projects is it possbile to still get a full timesheet print out for that employee when inputted this way as opposed to inputting into a timesheet format? Projects is just for activities but having said that it will work as long as i can obtain a complete weekly timesheet print out for each employee. Is this possible when working in projects and time activity?