Sales & Customers

I would like to add 'internal' notes on an Invoice or Bill --- exactly like I was able to with QBDT.  When will QBO be able to provide this functionality?

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I have not received a credit card payment and in Quickbooks it states that a payment was received,

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when I import sales transactions through bank feeds and try to add it, it gives a message that there is no invoice in the name of this customer. Then How should I add this sales transaction into QuickBooks desktop.

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What is the process for revising an invoice that is based on an estimate? I my situation, sometimes I need to revise the number of hours worked. This will happen after I've prepared the invoice and the customer has made changes. The invoice has not yet been submitted. On invoices prepared from estimates, the software does not allow me to change the quantity, only the cost. What is the correct procedure?

My standard users can't access the correct default Sales Receipt. 

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The Official Donation Receipt needs to have specific information on it for income tax purposes.

 I have a receipt from Expedia for $2,125.00, but it was charged to my credit card as $892.65 from Expedia, and $1232.35 from Flair Airlines.  I need to match the two credit card payments to the one receipt.

How can I customize the Invoice numbers QB desktop premier version generates?Currently it's using a random date type format: 07-26-2004I need the Invoices to start at number 1000 and continue in sequence for each new Invoice, 1001, 1002, etc... 

I usually end up spending 2 hours on the phone with someone on support that has no clue what I'm talking about and then they tell me they will create a case and someone will get back to me and not never happens. I'm so sick of their lack of customer service and care for issues that we have with the program. They blatantly lie and say that they will get back to you and they never do but they continue to increase the cost of a program that continually gets worse and worse. So fed up with this ****

I want to make mulitple customers inactive. I get a message that they are connected to recurring invoices. I deleted all the recurring invoices. Then I get a message that they have Open Balances. But the Open Balance column shows that they don't. Do I have to close the program and reopen it for the changes to take effect? Is there a different Open Balance field that does not show in the Customers & leads window? Thank you.

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The company information is in the cloud so why is the info displayed on my mobile app different from that on my desktop?

Every time I click on customers and invoices on quickbooks on my phone, it says to add a new customer or new invoice. It will not list/show my existing customers and or invoices

I feel like each time I add in a sales receipt or invoice I'm doubling up the amount.

Our company has split and some of the invoices were taken with the parting partner. How do I safely reverse these invoices from a previous period to adjust our GST payable

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I use recurring templates for invoicing long term projects. Once I am done entering the latest invoice info, I want this info to be saved on my template, so when I recall it to compose a new invoice, I will know the last thing I invoiced

Our company recently had to upgrade to version 2024 since many of our users were unable to login to version 2023.there is a major glitch with the 2024.  We use the manufacturing platform.All our users cannot perform a search in our items.  It will crash every time we try a simple search.  It was never like this before.  We have thousands of items and without the search it is impossible to do our daily task.  Accounting dept cannot create a backup to one of our company file. Maybe due to a larger file.  Currency exchange does not work as well.  We called and they said they are in touch with the company that created the software?  What?  We cannot revert to 2023 since our company file was converted over.  It has been over 1 week and with daily inputs we cannot go back a week ago.  How can they launch without fully vetting the update. We are now just waiting for more info on the fix.