Sales & Customers

No text available

No text available

No text available

No text available

No text available

No text available

Client had to leave old bookkeeper's QBO acct due to shady circumstances and made his own. We have everything else imported, but are having a hard time with invoicesI know if I look at old balance sheets, etc, they won't be accurate, but I'm thinking about only having this year's invoices in the system, since HST is up to date etc. We have a file with all invoices if needed. They are all just sitting under A/R since they are showing as unpaid. I just wonder if there are further repercussions of not having all invoices in the system that maybe I am not thinking of?

Does anyone know why the description of an invoice doesn't show up on a statement? 

No text available

No text available

No text available

No text available

No text available

No text available

No text available

No text available

No text available

I am unable to get a recurring invoice to start on the day it is created. For instance, if I create an annually recurring invoice today (Sep 16) and set both the "interval" and "start date" to today's date, it still won't send out today. If I look at the invoice under Recurring Transactions, it shows next year under "NEXT DATE".  How do I get the invoice to send out today?

I would like the invoice number field to be blank when I create a new invoice, so that I can tab to that field and begin entering a number manually without having to delete the automatically generated number first.

We have a customer that we gave a quote to and they've had several change orders to the original scope of work.  There are several items that won't land up being sold to them and other items that will be sold to them as a result of the change in work -- the net difference of the items that we won't land up selling to them versus what we will be selling to them is negative.  They would like something showing all of the items together. For example, this is what the changes in materials sold may look like:Quoted materials not used:-80   Widget A           -$80.00-1      Widget B           -$50.00 Addititional materials not included in original quote:50     Widget C            $20.001        Widget D&nbsp

As you could see, this credit memo is a duplicate credit memo, cause I made a return memo on Aug 21, not on Aug 20th, and the customer already used all his credit later on. From Home- Refund/credits, I couldn't find this date and this amount. But when I make the customer invoice, this windows (available credit) still pop up.  How could I void this credit?Looking for directions.  Thank you in advance.

How do we apply a payment for a customer that short pays their account with a debit memo that is not in our system. We will only issue a credit memo when we have verified that there is a a defective part that has been returned. How do we apply the payment? Payment example of $100.00, Invoice 1 $50.00, Invoice 2 $75.00 Debit memo $25.00. How do we account for this debit memo for future tracking purposes? 

No text available

No text available

I am setting up a new sales order template in Quickbooks Premier 2019.  After saving the template I noticed the tab sequence on the sales order is out of order, when you look at the form to enter a new order.  Is there anyway to change the tab sequence so it makes sense, see attached.  Let me know, thanks, Wendi