Sales & Customers

How do I record this please?

How do I add a discount to my invoice?

I started a new job some time ago and I would like to clean up QBO a little. There were a few invoices hanging as overdue (short a couple of cents) and I was able to write off some of them using Accountant Tool.Unfortunately, a couple of them are from the last fiscal year so I assume it would affect the books from last year if I use Accountant Tools - Write Off option. I was advised by our accounting department that I should make a journal entry, so I did, but it is still showing me that those two invoices from 2022 are overdue. Now, there is an option to apply those write offs to the invoice but I am worried that this is going to mess up 2022 that is obviously closed. Any advise please?

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How to add interest to bill

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In Ontario, Canada, merchants are now allowed to charge a surcharge if customers decide to pay with credit card to help offset the expensive credit card rates - FINALLY! Has QuickBooks implemented a simple way for merchants to create invoices that give customers an option to pay either by credit card or E-transfer, with an automatic surcharge added to the credit card choice? https://www.canada.ca/en/financial-consumer-agency/services/merchants/credit-fees-merchant.html

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I have started a second QBO subscription and want my invoices to look the same as the old ones, All of the settings are the same in both templates but it keeps showing the price before tax instead of including tax in the rate and amount lines like the old ones. Any suggestions?

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my problem is i don't used my QB to do invoicing for so many years 12 yrs because i don't know how.I know how to do use the templates but stucked on adding Item Lists under Lists.attached is what i used excel to do for the past 12 yrs.JobDescription UnitUnit RateAmountSubtotalLess: Discount 7% (Only certain customers)Total amountOn QB under New Item -- Type (there is Service, Non-inventory part,Fixed Assets, Other Charges, Subtotal, Group, Discount, Payment)This list will pop out so what Type should i choose based (For ex. Service --Item Name/Number (1)what do you mean by subitem of Rate, Tax Code that i know but accountDescription I know what to write your help is greatly needed. Thank you 

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I am having issues importing invoices from a CSV file.  Test file worked last month, but does not work anymore.Invoices addessed to US customers return an error: "undefined".  

My quick books self employed app was working great but all of a sudden my customer is not receiving the invoice e mail. when i go on the send page their email address is greyed out.

Would there be a fee to switch from desktop to online? Would there be additional charges since we just renewed our licensing or would I loose the money that I just spent on that?

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I have a program identified in the memo line of the transactions.  I want to pull a P&L for just that program - how, in QB online, do I add customization by "memo" line detail?

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Recently moved and need new invoices to show new address. When I edit in Settings it changes all the older invoices address to the new one as well.

how to retrieve a voided invoice

I work in healthcare and often clients have medical insurance that I bill directly that pays some of their costs. I am trying to show this learly on the invoice when paid in full that there are 2 different payment sources so the client is not confused.

I have made and remade it multiple times but the message field is missing when I print preview invoice. Any suggestions?

Hey all, I just spent a good 3 hours customizing my estimate and invoice templates in QBO. Everything looks pretty good with the exception not being able to send clients an E-Signature link via email to approve estimates.A workaround I have found is that if I send an estimate link via QBO instead, the clients have the option to at leave click an approve button on a web page.My issue is that if I send an estimate link, the Estimate looks way different than my customized template estimates.Can anyone else confirm that their estimates look different if they send a link?