Sales & Customers

Our company has used the "New Customer & Job" menu tab for years to create new customers (considered main job), then just select "Add Job" to create a sub job under the customer (i.e. sub jobs/phases for same customer/job often wi diff PO/billing info).  We are now having issues wherein we click 'Add Job' and QB insists on "Moving Existing Job Information" (Message:  Job-related information exists for this customer.  QB will assign the name "Job 1" to the existing job, but you can change the name by selecting and editing the name.  Click OK to accept the name and set up another job.  Click Cancel if you don't want to create any new jobs for this customer).  If we select OK, QB creates an exact duplicate of the existing Customer Job and elevates it as the Customer?!!  We presume this changed at some point with ongoing software updates.  Is there a work around?A QuickBooks rep mentioned in a 2021 chat that, "If the Customer Exists and has Job D

What possible "security reason" is there for not allowing me to save a simple email conversation to an estimate for future reference?

Our customer is paying 25% of an invoice. The rest they are going to finance over 12 months at 10%.  How is that done up on an invoice?  I just don't know how to document every invoice for the next 12 months' payments.

Hi, my company is Caiden Media and we're based out of Toronto, Canada. We use Quickbooks online right now and everything has been amazing except for 1 thing. Just like recurring invoices, when will you guys have the feature of recurring payments for Canadian clients as well? Thank you.

I now have to payments applied for the same amount to two different invoices. So my quickbook amount is out. (over paid)

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We have just downloaded QuickBooks Enterprise 2024 and were excited about the prepayment to sales orders only to discover that this feature is unavailable if you have multi-currency.  Does anyone know if QuickBooks will be addressing this issue in the near future.

I have some quotes that need to be put out in USD rather than our home currency of CAD but when I print the quote, it always has CAD beside the total.  I want to change that sometimes

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For instance $1000 worth of product is not showing up in the income account that the product sale was assigned to

I'm just not sure what to do with these imported bank transactions (from my chequing account) that are waiting to be added.  How do I correctly match the imported transaction with the customer's invoice?

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I use QBO Canadian version.What steps need to taken to migrate (move) a group of my customers to a new user (sold part of my storage company)? I want to include transactions if possible. 

I created manual invoice and sent to client before I bought QuickBooks. Then I bought QuickBooks and received payment in bank account which is linked to QuickBooks. How do I enter the invoice I created manually outside system?

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Hi there, Everytime i want to change a client on an invoice, all the product/services information is deleted. Is that a normal behaviour? Is there a work around for that?  Thanks, 

They have taken away our ability to see sents and reads of invoices to customers ON the invoices.  ARE THEY actually fixing this or do THEY think it isn't important??  Yes I know I can waste time looking elsewhere every time going in to EACH customer I need the info and see it in another window but THAT ISN'T HELPFUL.   Also ones I am sure I sent AREN'T SHOWING I sent now.   Any help would be appreciated or do I quit counting on accurate backup and send outside of QB?

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Is PC financial credit card compatible with Quickbooks?

I HAVE A VENDOR THAT HE HAVE TO PAY ME A FEW INVOICES AND ALSO I HAVE TO PAY THE VENDOR A FEW INVOICE, IM LOOKING FOR AWAY TO PAY THE AMOUNT DIFFERENT TO HIM AND ALSO DISCOUNT MY INVOICE. 

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Previously, Invoices were just numbered in sequence 1000,1001, 1002, etc.  Now they are ETSY0001234, way to long and not from etsy.

Ww run a wedding event space and couples make payments over time. I just moved to Quick books from Account edge how do I enter invoice that already have deposits again them?