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QuickBooks Q&A
Sales & Customers

Sales & Customers

3,917 Topics
6,990 Replies

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3917 Topics

On my invoice I would like to put that payment was received. I am not set up with online payments, nor want to. How do I put it was payed & balance is 0?

No text available

7 years ago

stylqboNew Member

Sales & Customers

The account payable aging is sorting by due date instead of invoice date. Can I change the sorting?

No text available

7 years ago

Anonymous

Sales & Customers

Can you please tell me if I can produce a statement of Unpaid invoices only showing for a customer? Shows me all invoices for that customer, paid or unpaid.

No text available

7 years ago

Anonymous

Sales & Customers

How do I get the taxes added to the subtotal of an estimate?

No text available

7 years ago

dbowen

Sales & Customers

Is there a way to add recurring payments to suppliers? Same every month.

No text available

7 years ago

Snowback

Sales & Customers

Am I Ready to Send an Invoice in QuickBooks Online?

OK, I would like to build an invoice that does the following:A) takes 18% of the total and books it to deferred revenueB) the balance would go to product sales.C) Only the total amount of the product is shown on the invoice. ex. I rent software on a yearly basis. the price is $2,000.00 but of that $2,000 18% goes into deferred revenue as it is a built in maintenance cost that will get allocated to revenue over the period of the software.SO....The invoice will show:Snowy's software                   $2,000.00GST                                           $    100.00Total                                         $2,100.00 But the entry for the invoice will be:                  &nb

7 years ago

sacha1

Sales & Customers

Why are my nontaxable items (fees & deposits) being taxed when they have been categorized as exempt, but once entered into a customer invoice, its showing as being taxed?

No text available

7 years ago

mrmalo

Sales & Customers

Import custom templates using Labs

I was able to import a custom Word invoice in QBO.  I can create an invoice from scratch and choose the template, all works fine as expected.  A problem arise when I create an invoice from an estimate.  Even if the corrrect template is selected, it reverts to the Standard QBO template when attempting to preview or print.  Would anyone know why this is happening?

7 years ago

SamyBoyz

Sales & Customers

How can i add line level or invoice level discount (%) ? Thanks

Hi,I have a customer who's in the auto parts industry and was able to set an invoice level discount on the online version, his business is slow now so we switched him over to the desktop version, wanted to know if this invoice level discount can still be applied (my findings say that it cannot be done).Thanks,

7 years ago

Diane18

Sales & Customers

Recording an upfront deposit without having an invoice to apply it to yet.

We receive money for services but we work off of advance payments.  There is no invoice filled out yet.  Quite often, the invoice that is created is not as much as the deposit so the remaining monies goes towards the next invoice.  This happens because the services being performed usually takes about 3 years to complete.  The cheques received are always for $2500 - $5000 a month.  I'm always so confused in QB as to how to record these deposits properly and have them linked to the invoices once the invoices are created.  I hope you understand.

Hi there, Can we able to add 2 shipping address to same customer ?

No text available

7 years ago

audry-mvps

Sales & Customers

Our company requires a non-refundable deposit prior to us starting a job. How do I add this to the invoice?

No text available