Sales & Customers

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I want to use quickbooks invoice import data feature, but the template provided does not have a field for 'class'. Can it be added?

This is what it looks like--------------------------------- Estimate ---------------------------------                                                                                                                                                     &nbs

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If I pay our of pocket for HubSpot subscription, how do I record it first and then how do I record the reimbursement to myself?

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how you send 3td or 4th payment receive

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How to send in a single file multiple invoices to the same customer? Each invoice has a pdf attachment, and would be from 5 to 75 invoices in an email.  The 75 is most likely too large, but anything is better than 75 individual emails !  Thank you.

Hoping to use the invoice number as a job number

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Hi,I am Munir. We are using QuickBooks desktop 2023. However our sales record is being maintained on POS Microsoft RMS 2.0 version. How to import sales transactions from POS to QuickBooks desktop. 

Customer has requested a receipt of payment for 2 fully paid invoices with multiple line items on each. The app provides a sales reciept option to issue at the time of sale but I don't see why I can't produce a receipt directly from the invoice, preventing the need to manually enter items a second time.Sorry if I've missed something

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The reason I as is because I want to send my customer the "receive payment receipt) but since the invoice numbers don't show up it's not very helpful

While using the mobile app, multi factor authentication doesn’t work and hasn’t worked for at least 2 years. The bank in question is Scotiabank. The only way I can refresh transactions is using a browser on a PC, rendering the mobile app useless in my view .

I have verified that a client has viewed the invoice, however, when I check Quickbooks online, it only shows as "sent" and not "viewed".

In looking at the sales tab on the dashboard, it appears as though non-sales deposits are being recorded as sales.  Including:- bank transfers as a result of currency exchange- deposits to the business from shareholders for expenses- bank fees charged to the bank account The same is true of the Sales report showing under 'unspecified' customers.Seems like a bug that non-invoice items should be counted as sales... Lance.

I know i can change it manually but waste of time!!!! I should be able to SET a preference thats REALISTIC

Just started a new year and my existing invoices were 100,101,102,103 then when I clicked "new invoice" it gives me automatically 102 again instead of 104, has this happened to anyone before and is creating & deleting a dummy invoice the only solution?

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