Sales & Customers

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How can I custom search for estimates for all my customers based on the status of the estimate? It would be huge to be able to scan through all my clients "pending" estimates so I can create a "follow-up" list....

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Its does not make sense also, as QB has very limitations, that we cannot send separate emails to accounting for payment recovery. If in a Bill to information we are writing Accounts Payables then why its picking up customer 1st name and last name, and it also dont make sense to any one that each customer we save as Accounts Payables, bad experience

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I only see an easy way to add finance charges.  I tried to add them as negative charges but this did not work.  There are no customers providing this payment so it is also hard to use sales receipts and deposits and I am unable to select credit card as the account that would be deposited to.

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You did not answer my question

My home currency is Cdn, but we have set up multiple currency.  Can we invoice a customer in Cdn and they can pay by credit card from their country of origin?

Keep getting error couldn't upload your document when using receipt snap.

suppose I have made sales amounting to $20000 during a month which have been recorded in POS. How to make a journal entry in QuickBooks to show these sales. Which account shall be debited and which account shall be credited. 

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I am starting quickbooks and am entering past paid invoices for 2023 as sales receipts.  How do i link them to the corresponding deposits so the income isn't doubled.

The invoice is 3 or 4 years old

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We are using Quickbooks desktop but at the same time using POS RMS version-2. All sales transactions and inventory is recorded in POS while only bills are entered in Quickbooks. What is the appropriate method to transfer sales and inventory related transactions in Quickbooks from POS. Is this a practice in some other companies?There are three methods in my opinion as under: 1. Transfer data through some app or excel periodically.2. Record all transactions in QuickBooks as well3. Transfer sales figures in in Quickbooks through a journal entry on monthly or quarterly basis.If I transfer sales figure through journal entry on monthly basis, what would be the journal entry i.e. which accounts to be debited and which accounts to be credited. 

In BC it’s 8% of the accommodation portion of resort stay.

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QB Accountant Desktop-Is it possible to have a different invoice template other than the default inv. template for 1 customer?

Dozens were supposed to go out overnight, but didn't go.  How do I make them go out now?

I'm trying to create a template budget using SF numbers in an estimate.  We're a home building company so the numbers don't change often.  I need to save, export and then import the entire estimate including the estimated values.  The estimated values never show up.  Example:   Hardwood 2 quantity x $10.00 per SF = $20Cleaning 1 quantity x $500 per time = $500Every time I import, nothing shows up for any items such as the 2 above.  Is there anyway to do this?  Thank you!

Hi everyone, I am new to Quickbooks and have started by entering all of our banks/transactions for the last 3 years. I have categorized and selected customer/supplier for all the bank transactions, when I go to a supplier the transactions I categorized are there (I am going back and creating invoices/matching payments for any accrual based transactions where the invoice came in the month(s) prior to payment. When I go to any customers there is no listing? I do not wish to re-enter 3 years worth of sales invoices 1 by 1, 99.5% of them are C.O.D. same day and similar to the suppliers/expenses I intended to create invoices/bills that only are relevant for accrual. Any suggestions I appreciate it. Thanks!