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Home
QuickBooks Q&A
Sales & Customers

Sales & Customers

3,917 Topics
6,990 Replies

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Questions
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3917 Topics

How do I add a discounts tab to my invoices?

No text available

6 years ago

thebookkeepervic

Sales & Customers

Why is the Receipts feature that is now available in QBO for my clients who have linked their bank accounts to QBO not available to me in QBOA?

No text available

6 years ago

info525

Sales & Customers

How can we apply different provincial tax codes other than our province to an invoice?

No text available

6 years ago

winter-bishop

Sales & Customers

Why can't my clients pay their quickbooks invoice on line?

No text available

6 years ago

patricia13

Sales & Customers

What happened to the 3 bars that allow for collapsing the left menu bar?

No text available

6 years ago

B_Marcil

Sales & Customers

Help with most efficient way to import a clients invoices and payments

Using QBO Accountant Version- EssentialsHi!   I have a client using a third party app to record their transactions and payments (Opus time). Unfortunately the syncing is spotty at best and their support leaves a lot to be desired.My question is, what is the most efficient way to import hundreds of monthly invoice payments into QBO? Due to the nature of the business, most invoices are not paid in full, but paid in pieces (Partial Insurance, Partial out of pocket etc).Thanks!

How can I add GST to my invoice?

No text available

We have a customer that asked that we date our invoices the last day of the previous month. We want to accommodate our customer without increasing our average collection period. Is there a way to send an invoice to the customer with one date and record the invoice at the actual day the invoice was sent?  

6 years ago

accounting30

Sales & Customers

I have QBO and I noticed that I am unable to close the dashboard now. I used to use the sandwich type lines to expand and close the dashboard. Is there new steps now?

No text available

6 years ago

tracey9

Sales & Customers

Newly set up with QBO, how do I enter an income account when entering a sales receipt or invoice?

No text available

6 years ago

anthonygwarren

Sales & Customers

How do I delete a linked credit card account in quickbooks online?

No text available

6 years ago

mannalehal

Sales & Customers

Do we need to map field everytime when import invoices??

No text available

6 years ago

aplusqualityrepa

Sales & Customers

On my dashboard, the amount shown as profit... does it include GST charged to the clients on our invoices or is it the net profit?

No text available

6 years ago

sheldon3

Sales & Customers

How do i sign up for quickbooks online merchant services?

No text available

6 years ago

thecustomcloud

Sales & Customers

When I receive wires the wire cost is deducted from the amount. This means the invoiced amount never matches the paid amount. How do I record wire fees properly?

ExampleI invoice my customer for $1000.He pays me via wire and I receive $950.  I never see the wire fee but I know that is why it is $50 short.  How would I record this missing $50 to mark the balance as paid and also make sure I record it as a cost of doing business for taxes?

6 years ago

tsonosqua

Sales & Customers

I need a report by customer (with phone and email columns) of unviewed invoices dated 1-30 days. An indication of change of email and thus no receipt of invoice.

No text available

6 years ago

marian1

Sales & Customers

What is class in invoices?

No text available

6 years ago

gametfinishing

Sales & Customers

Why does converting an estimate to an invoice result in a zero balance due?

No text available

6 years ago

karenuglow

Sales & Customers

I have under invoices a customer Square saying paid not deposited. What does this mean?

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6 years ago

arshadmirza70

Sales & Customers

We have enabled taking payments from QBO. The problem is that when a payment comes though QBO, it does not mention the invoice against which is it being paid? Any idea?

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Hello, I am new to quick books and I would like to use it for my accounting, however, I would need to import all my invoices that have been paid to date and all my expenses.  I understand how to import expenses but do not understand how to import earnings and invoices that have been paid.   If you could provide me directions or advice on this process so that I can use the program efficiently that would be great.  Liliana

6 years ago

cbswr4

Sales & Customers

I use the Joist app for estimates and invoices and i would like to tranfer my line items in joist into quickbooks so i can use the estimating and invoicing built in QB

No text available

The dates on the invoice seem to be a month out. I bill an invoice Sept 2019 but the invoice reads Aug 2019

No text available

6 years ago