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Home
QuickBooks Q&A
Sales & Customers

Sales & Customers

3,917 Topics
6,990 Replies

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3917 Topics

Where to Look for copy of Quick Books Essentials invoices to match to payment taken from my credit card?

No text available

6 years ago

dh2441145

Sales & Customers

Hi - the invoice list dashboard only shows invoices for the last 365 days. How do I adjust this ? I want to see more.

No text available

6 years ago

CorBetSpe123

Sales & Customers

I have a customer who is also a payee how do I add them in both places without causing an issue

No text available

6 years ago

blake7

Sales & Customers

We are having challenges sending invoices to US customers to have them pay by link online. Is intuit compatible with US customers?

No text available

6 years ago

SteveWHC

Sales & Customers

Unit of Measure Restrictions

Hello, I'm wondering if there is a way to restrict the unit of measure options per Item. For example I have the following U/M's Bg100Bg10CS500etcI want my sales teal to only be able to select Bg100 and B10 for widget A and only be able to select CS500 for Widget B. Is there a way to do this? If not does anyone know of any 3rd party apps that will help with this? Thanks!

6 years ago

info644

Sales & Customers

How do you add a ship to address to mobile invoice?

No text available

6 years ago

rellingson

Sales & Customers

Why does our invoice automatically charge the wrong tax if no specific tax is selected? It seems to default to an inactive tax category.

No text available

6 years ago

manymaples15

Sales & Customers

When I started QB this morning I had a Create Button now all there is is a help gear button and search symbol and bell. Where did the create button go?

No text available

6 years ago

jwnorthconstruct

Sales & Customers

Hello i am trying to match old receipts to my transactions. All transactions have been reviewed and posted but the system will still not find receipts so that i can match

No text available

6 years ago

ltsent

Sales & Customers

How can I send a customer a statement with all their overdue and current invoices?

No text available

6 years ago

pacificdustlessb

Sales & Customers

The message on invoice or estimate is still in a minimized state. For 5 years I have relied on this feature for providing info to clients. Why the change?

No text available

6 years ago

roderickreimer

Sales & Customers

When I try to copy my desktop data online it says this data does not originate from the US or something similar. The links I followed were from my online accounts so...?

No text available

6 years ago

lynnphtr1

Sales & Customers

Wrong Transaction Journal in Invoices

My client uses sales function to create the invoice and send it to his customers. However, when I checked the transaction journal of the invoices, it does not make sense. It is debit: Accounts Receivable and Credit: Bank chequing account - which is incorrect. I am trying to fix the transaction journal but I cannot. 

6 years ago

eastvanpainting-

Sales & Customers

How do you change the auto fill terms on an invoice from Net30 to Due Upon Receipt?

No text available

6 years ago

nt-nguyen-viet

Sales & Customers

Can I create an account working as supplier and customer as well

No text available

6 years ago

jmkentel

Sales & Customers

I am waiting for receipts to upload from my phone. It has been over 1/2 hour. I have to logout and leave. Will this affect this process?

No text available

6 years ago

bookkeeper35

Sales & Customers

On 25/10/2019 I ran a client Ccard to pay an invoice. At the same day the client paid the same invoice through QB. On 28/10/2019 I sent an etransfer to return that paymt

No text available

6 years ago

cheshta

Sales & Customers

Please let me know how to set up discount for a customer in QB for all future invoices automatically

No text available

6 years ago

accounting217

Sales & Customers

I have removed an old accountant from QB Online, yet every time i make a payroll change, they are being sent a copy of the Security Alert email from QB.

The emails from QB are from QuickBooks Online Payroll Support Team <QBOPayrollNoReply@intuit.com> if this helpsWhen i look at the My Accountant tab in QB, they have been removed, and when i look at the Manage Users - i don't have any accounting firms listed, so i don't understand why they are being sent emails, and its rather embarrassing since we fired them!

6 years ago

Trying to work

Sales & Customers

Invoice payment receipt

Is there an easy way to email a receipt to a customer for payments made to an invoice?

6 years ago

dave-d1

Sales & Customers

Looking for the estimate that I was working on. Possible to undo and go back?

No text available

6 years ago

ramanmangat

Sales & Customers

Can I edit the invoice where I want exclude rate . Client charge hrs for his trucking business and let the payer decide the rate. He just want to track trucking hrs.

No text available

6 years ago

Kerri11_2

Sales & Customers

How do you make invoices created thru acuity scheduling have a number and tax applied automatically?

No text available

6 years ago

Plink

Sales & Customers

Invoicing Once for Several Different Service Locations

Is it possible in QB to send 1 invoice defining several different service locations and their respective amounts due for each said location, or do I have to generate 1 invoice PER location?

6 years ago

Plink

Sales & Customers

Balance Forward Invoicing

I realize I can send a statement of account WITH an invoice, but can I generate an actual balance forward invoice?   ie"  invoicing for current month with what balances maybe owed ALSO appearing on said invoice?

6 years ago

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