Sales & Customers

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When creating/editing invoices QBO used to sort the list on the left alphabetically. ALL customers would be displayed. The display now only shows "recent customers" and sorts by most recent instead of alphabetically. To me, the functionality has been greatly diminished. I have many Parent companies where there are dozens of Sub-companies. Come billing time I cannot simply go down the list, A-Z, it's pretty much a random gong show. This is time consuming and prone to errors (Missed billing for example). I don't know that everyone will agree with me but having to hunt by having to manually type in a customer name is not efficient or intuitive. It is not clear why Intuit went backwards in terms of useability but I am wording if anyone has found a workaround for this problem?

When you migrate Tags to Custom fields QBO migrates everything, including ones you may not want to be migrated. Also, if your Tags are in Tag Groups the migration merges them into one list. e.g.: One group of tags of Employees and another group of tags of accounting issues, your new Custom Field is going to end up with both. You can make those unwanted items inactive but the inactive items count towards your 100-item limit.

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Je souhaite faire des types de clients pour mieux les organiser. J'ai trouvé le lien suivant: https://quickbooks.intuit.com/learn-support/en-us/help-article/account-management/set-assign-customer-types-quickbooks-online/L60hNYkpk_US_en_US Par contre, lorsque je vais dans "Clients" ce que je vois c'est "demandes des clients" pas "Type de client". Est-ce que la fonctionnalité à été supprimé? Je vois nul part d'autres où ajouter "type de clients".

i have about 5 hrs and dozens of calls and messages attempting to get a solution and QB just tells me theyll get back to me and Ghosts! I have tried all the usual delet and reinstall jargon! i have Zero trust in this app for my business

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Quickbooks received the payment from my client 5 days ago and I didn't receive anything yet.

we need a workaround for backorder items

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Comment régler ce problème?

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We have a diversified business and its sales. We would like to customize our invoices based on this.

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Les factures créées par QuickBooks via WixConnector contiennent tous un ajustement qui est inutile. Du coup les paiements recus ne concordent pas et les factures s affichent comme partiellement impayé. Je dois donc modifier toutes les factures générées par Wix Connector afin de supprimer l ajustement pour que la facture corresponde avec le montant finale (et avec la facture dans Wix). Comment supprimer cet ajustement ? J'ai 100 à 150 facture d'abonnements par mois a modifier en ce moment.

This was an online payment made through quickbooks. The customer profile is showing as paid, but the transaction is not showing up in the reconciliation and when I try and match the item in the banking transactions, nothing comes up to match.

I have set my payments for invoices to go to my chequing account, but I see them all in undeposited funds account instead and I don't know why or how to fix it

How do I remove the HST in the body of my invoice and only show it as the sales tax total, after the subtotal. Currently the HST shows up in the body of my invoice, as well as on the Sales Tax Total line.

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hi there, so i accidentally deleted a customer payment from March of 2024, now that customer has a credit on their account for that amount i deleted. Now my reconciliation is out that amount.But ive already sent my 2024 recocils's to the accountant and i need help reversing the credit. ive tried going into my audit trail and finding it but it wont bring up that payment or invoice so i can credit it back.  

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