Sales & Customers

Search invoices for product.

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Why in QBD Premier after I updated to 2024 version has the way "Open Sales Orders By Customer" changed?Previously when I would generate an invoice from a Sales Order for some line items or qtys of items, the sales order partially invoiced against would still show up in my  "Open Sales Orders By Customer" report. Now as soon as I generate an initial invoice for a portion of the sales order it is removed from the report. I can still see the sales order number in the "Open Sales Orders by Item" Report but not by customer. Is there any way to get the report to populate the way it did prior to the upgrade?

I created the invoice pressed save and it i immediately showed paid even though no payment was made.

Does anyone know why the link to DOWNLOAD TEMPLATES isn't working? I've tried to access through Lists, Templates, Download templates and from Customers, Create Invoices, Download templates and every time i get an error message that the link was not found.

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We don't want our invoices to be edited after creation.  Can this be done in QBO?

HelloI have a question i am hoping someone can clarify the correct way to record this following scenario in Quickbooks online.I own a company and normally all expenses go through my business account. My partner had used their own personal money to purchase a bunch of things for the company that was required and paid bills.  This persons name in no way at all a shareholder or connected to the company.Now i need to reimburse them for those expenses so i e-transferred them the total amount of all those expenses at once.What is the correct way to record this payment to them? Recording it as an expense to a person doesn't seem right as they are not a company or provided me an invoice. I have all the receipts of what they had purchased though. Step by step and explanation is appreciated!! Thank you. 

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Online the feature is available and has been for quite some time. Online if click on covert to invoice it allows you to invoice a percentage and keeps track each invoice amount. When working with the app I cannot do this it's frustrating because if I'm out I have to wait until I get to my computer to do this.

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QBO seems to only set the correct language to the PDF invoice. The  email body doesn't change according to the customer language.

I presently have QB Essentials

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I have a transaction going on with my company right now where I'm required to provide a blank invoice. Is there a way that QuickBooks will generate a blank invoice without creating an open invoice?

WHY would QB take away the sends and views of emailed invoices from the bottom of the  invoice itself.  Yes I know I can waste time and go in to another area and see it.  I go through invoices EVERY DAY to make sure they are received and THIS NEW set up is adding ALOT of wasted time that isn't necessary.

It is not picking up the next invoice number correctly

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Acct wants me to book aje's attached to individual customers who have a credit showing in A/R - and debit 1200 and credit  1250 "Other A/R".  I can't figure out how to do this with each individual customer.  If I create an invoice, won't I be increasing sales?  I'm supposed to debit 1200 A/R and credit 1250 Other A/R.  The accountant's comment is this:  "The purpose of these journal entries is to clear the balance in the Other A/R account by moving them to the correct A/R".  Any help would be appreciated!