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QuickBooks Q&A
Sales & Customers

Sales & Customers

3,917 Topics
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3917 Topics

Somehow my invoice dates on most of my 2017 invoices have changed to Feb 2018 dates i am unable to change without a password what can i do?

No text available

7 years ago

dennis10

Sales & Customers

Can I find a deleted invoice? QB shut down and I lost all my work on an invoice. and it isn't there now.

No text available

7 years ago

KD12

Sales & Customers

QBO Invoice list page- Any way to add an "Invoice Description" column?

There currently isn't any way to see which invoice is which for a customer.Can we somehow add an "invoice description" column so we can tell apart different invoices for the same customer?Thanks,

7 years ago

rg7

Sales & Customers

Where is the reference to unused credit stored in Quickbooks?

A customer has asked me to pay off some invoices from related companies (B, C, and D) from a larger payment made on another related company (A).  I've made a general journal entry to move funds to the other companies (B, C, and D) via a wash account then applied the credit to their invoices.  However, the payment window for company A still shows the original credit amount as unused credits even though their balance is correct.  I just want to remove the reference to unused credit because it no longer exists.  Where is that reference to unused credit stored in Quickbooks?  I thought the accounts receivable balance for the customer would be reflected in the unused credit.

Is there a way to add an additional box to the bill template, so that I can add our Companies PO # ?

No text available

7 years ago

domenicattisano

Sales & Customers

How to create a holdback on an estimate then create it on a reoccurring invoice?

No text available

7 years ago

jimmyestewart

Sales & Customers

I subscribe to quickbooks. The program has a issue allowing my estates to convert to invoices. Your support team want me to up grade at a cost of $300.00 to fix it

No text available

7 years ago

keith19

Sales & Customers

Need to edit a Single Time item on an invoice that was Saved. Any suggestions?

No text available

7 years ago

ghibouryan

Sales & Customers

How do I cancel a customers invoice? The work never got done

No text available

7 years ago

miltduquette

Sales & Customers

Is there any way that you can add a Record Only in the receive payments send and close or send and new?I do email a lot of invoice to the realtors office. Milt

No text available

7 years ago

office62

Sales & Customers

I have time charges that I'm not going to bill the customer (old job from a year ago). What do I do so I can make the customer inactive?

No text available

7 years ago

info316

Sales & Customers

Hi is anyone having a problem updating accounts with CIBC?

No text available

7 years ago

david4663

Sales & Customers

How can I enter a credit for PST from a supplier to a paid invoice?Just received the credit now.

No text available

7 years ago

BrandonKNSS

Sales & Customers

Why is my recurring invoices not being sent on the scheduled day?

No text available

7 years ago

info312

Sales & Customers

Getting ghost invoices

No text available

7 years ago

windsorplumbing

Sales & Customers

How can i see 2018 invoices

No text available

7 years ago

thisamberis

Sales & Customers

How do I reverse data that I just imported from an excel spread sheet? I imported previous invoices and now all my invoices are a mess. How do I fix?

No text available

7 years ago

leanne3

Sales & Customers

How do i apply a discount to one product or service only rather than apply a discount to the entire invoice?

No text available

7 years ago

jdsmith-smith09

Sales & Customers

Somewhat new to Quickbooks online version. Somehow I posted a down payment on an invoice. How to remove this?

No text available

7 years ago

tracey6

Sales & Customers

Is it possible to change the time that automatic invoices get sent out? Currently they are sending out at the start of the day, I would like them to go out end of day.

No text available

7 years ago

Suzanne13

Sales & Customers

Can I set up new invoice number every month for recurring transaction?

No text available

7 years ago

mariani_and_asso

Sales & Customers

How can I amend the outgoing memo on the payment received copy to my clients?

No text available

7 years ago

bea3

Sales & Customers

Can clients scan receipts from their phone into Quickbooks online?

No text available

7 years ago

thomas13

Sales & Customers

OS 10.14.4 The “Paid” mark disappeared. Can I activate the “Paid “ gray stamp mark on invoice page instead of print preview?

This version works fine until I reinstalled Mac OS 10.14.4 Mojave All records still found (fortunately) but in the invoice page, the “Paid” mark disappeared. I can see this mark after update to 2019 version until now. The red marking of the overdue on each invoice still seen on the left invoices column. Can I activate the “Paid “ tray mark again? Please advice. Best regards,Thomas Chan.

7 years ago

dalemitchell1230

Sales & Customers

Can i undo a payment received entry ?

No text available

7 years ago

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