Sales & Customers

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my invoices already have company info on  them and emails do also so how do i print a invoice without company info since its already on the invoice but also keep the company info on the screen for email invoice

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Hi and thanks in advance for the help! I'm working on a project where the client has been billed for the total amount of the project, but they will pay weekly over 5 months to complete the payments as I work on the project. There will be just one initial invoice. This is set up as a Project in QBO, and I'd like to add the total invoice (lets say for 50k), but be able to understand I will not expect the full 50k *this month*, but rather track the even weekly payments as they come in, against my expenses on the project. This is purely for my own organization and understanding of my income situation. Any help appreciated!

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I have created two estimate templates that I would like to switch between (depending on the type of estimate I'm providing to the customer). Here's what I'm doing: From Customer Home Screen > New Transaction > Estimate (which brings up the version of the last estimate type I created.)When I want to switch the template - I would have thought I'd go to Customize>then select the template I want to use. But nothing changes. I've even tried refreshing my screen after making my selection and the last used estimate still shows.  Does this simple feature not exist or what am I doing wrong? 

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When we created our first part we labelled it "Custom Part" as we were not sure of the exact things we would be selling right away and have been using it for the month we have been running the business. Upon recently sitting down with a more experienced bookkeeper than myself (and consulting another over the phone) it has been brought to my attention that Cost of Goods Sold was an A/R account and should not be. I currently have it set up as an Inventory affecting part so when I recreated a similar part under non-inventory affecting I was able to choose "purchases" as the Expense account and I left "Sales of Product Income" as the Income account. I am trying ti understand why and A/R account would be showing as an expense account? It has been messing around with our profit/loss margins showing a significantly negative amount which we have not come anywhere close to? Has anyone else come across this issue. Thanks,Chantal

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I do not want to send a statement of account to my customer that has the confusing headings. I do not want it to say "1-30 days past due" ... I want it to say "30-60 days" (the number of days from the invoice date)

My client wants me to bill as KM traveled not units. I wish there were more than the three options.

Hello. We sell non-inventory custom product that we purchase from multiple vendors. A single client estimate can have many products  from various vendors. Once the estimate is approved I would need to generate a Purchase Order for each of the vendors. That means if I have 5 different products from 5 different vendors, I would need QBO to generate 5 POs (1 for each vendor).  Unless I'm doing something wrong, what I see happening is 1 PO being generated for all products and all vendors.  Am I missing something or is QBO not able to distinguish multiple vendors and create multiple PO's from a single client estimate.Any help would be appreciated.Thanks

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