Sales & Customers

I have a customer with credit amounts from two different transactions. One is for an overpayment on a previous invoice, and one is for a credit memo issued for a returned item. I want to write one cheque to  pay back the total credit on their account. There doesn't seem to be any way to do this without creating two different payments with the same cheque number, which I'm guessing won't match properly when my bank statement imports.

Since the PST was reduced July 1st in Manitoba, my invoices that are created from existing estimates are not calculating correctly billing over 100%. We use progress billing, but it is adjusting the final billing at the end and billing out over 100% - but the final billing isn't out by 1% (which if QB was trying to adj for the difference is pst reduction would kinda make sense). Need this fixed soon, as it is throwing off all estimate billings. Also keep getting script errors everytime I mover to another screen. I tried running an update but didn't fix the issue. Help! Brenda

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I have to display my GST and QST tax numbers on all my invoices, please how do I do that?

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Hello, I am uploading invoices from Clearcare into QB, I currently have 2 classes set up that have different office locations and we want the invoices to have the address on them that pertains to that particular location. Is there a way to do that in QB

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I have a customer whose terms are 1% discount if paid by 2nd 10th and with balance due by 2nd EOM; I cannot find a way to create these terms in QB. Is there a way to set up terms this specific in QB?

I have a customer whose terms are 1% discount if paid by 2nd 10th and with balance due by 2nd EOM. I cannot find a way to create these terms in QB. Is there a way to set up terms this specific?

I'm working for a non-profit that typically receives a large number of small transactions at a time (usually handed into our office by a board or committee member), that I would prefer to record as Undeposited Funds until such time that we make a trip to the bank. Short of a Journal Entry, It seems that I can't do so without first creating an invoice or sales receipt, which isn't ideal as I don't have a specific customer to reference, and the funds received typically need to be posted to multiple income lines (making sales items not ideal). I can workaround it by making a deposit directly into our banking account (therefor not needing a customer or sales item), but that doesn't work well because it will not match the amounts on our statements unless we make a deposit at the bank every time we receive payment. Is it possible to post these amounts directly into their respective income lines (without creating a sales item for each GL Line, and associating them with a customer), and have t

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Example -Tips included in debit card $6317.21 deposited to the bank for the month, but employee is paid out cash in tips each day they are earned.

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I have taken over the books and they were in a bit of a mess, almost everything has been sorted out. I noticed for a merchant acct used for selling online they invoice said merchant but when payments are made, they are made less the merchant fee and the gst charged on those fees. So the a/r bal is never truly zeroed out, there will always be a small difference left over. The daily sales are all processed on one JE for the day, which works well until we have to clear this a/r merchant. Visa/Mastercard etc all dep what was recored on the JE and then debit out bank at month end for their fees where as this online merchant takes their fees off each time they dep into our bank. Since it's set up under an a/r acct it looks for the matching amount for pymt which will never happen. Any suggestions on how to resolve this?

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