Sales & Customers

Does anyone know if it's possible to change the naming convention of Sales Receipts?  When I pdf the receipt for emailing it names the file "Cash_Sale_my company name etc.pdf".  My company is a not-for-profit and I use Sales Receipts as Donation Receipts.  The Cash_Sale file name on the receipt is problematic.ThanksAnn

Just wondering how the fees for accepting online payments work?Is there different % for different types of cards (ie: gold, travel or platinum etc)?

I deleted the invoices before ever sending them and thought deletion was the way to avoid having them show up in reports. I can’t see them now but they still seem to be part of the sales total.

My receipts are sitting in extracting info fro an hour now.  Is this normal?

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We are a seafood retail store registered for GST but not PST in BC, GST is claimed and recovered while PST is absorbed as an expense. We have engaged a food delivery service through which product is sold and for which fees and expenses are levied some of which may be subject to GST and/or PST. Once an order is received and prepared, the product is picked up and delivered with the net proceeds deposited into our bank sometime thereafter. We are using the Customer functions:Invoice to record the sales/deliveryCredit memo to record the associated service fees and expensesReceive payment to record the net proceeds receivedHowever, we discovered that, using the Credit memo, the PST component is not absorbed as an expense, rather it has been set up as a recoverable PST. Any suggestions where we may be going wrong? If there is no viable alternative, we are willing to right off and expense manually each "recoverable" PST - we just need to know how. Thank you in advance

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Early on in our Quickbooks days we did a couple of progress billing transactions that didn't turn out exactly how we expected. One we were able to correct however, we are scratching our heads on the other one.The costs (COGS) of the items is higher on all of the invoices than the sale price. The invoice to customer was fine but QB shows a loss on the invoices based on COGSNot sure how the costs were captured on the transactions or how we can fix it. 

how can i merge a sub account to a parent account so that i can use the payment method tied to the parent account?

Hi,I have qb online.  I also have qb payments.     I don't want all of my invoices to go out with a pay online link, but I do want to be able to periodically have a customer pay an existing invoice with a credit card.    I have read up on sending "payment links" but those automatically create a sales receipt.  I don't want a sales receipt, I want to have my customer pay their existing invoice. thanks,Jen

help

The amounts are also hidden by scroll bars that don't work, but seem to show up probably in the expense listings.

How do I record an accidental deposit from a customer? They sent us a deposit but changed their minds at the last minute about the sale and now we'll be sending them the deposit back.Please help!

Desktop version works. I have tried reinstalling the app. But still the same. I tried installing in a different device but still same. Anyone experiencing similar problem?

Ill send an invoice, get the money from client, record as "direct debit " and invoice will not change from "unpaid to paid"  even after.i recorded payment

Currently with how things are in QBO, you are not able to enter in any project information ie. addresses. I currently have multiple projects under one customer and this is how most of my work is handled. I work for many general contractors and they give me multiple jobs in 1 year. Creating multiple projects under one customer is not the issue however. The issue is that in TSheets you are not able to import or enter in job locations to accurately track time on a job. The location is only attributed to the customers location (which would be their office location) and not the location of the job. Using the Project function in QBO is very beneficial and very important in tracking expenses and keeping organized. Please update the projects function to allow for time tracking on a location basis.

Hi everyone,I currently create new projects for almost every sale, as we do custom metal work which sometimes involves multiple steps, expenses and invoices.  I'm wondering if there is a way to auto number projects, similar to auto number invoices? Currently our flow goes: set up new project, create estimate for work, use estimate to create deposit invoice (50%), (sometimes) create invoices for other expenses billed directly to client throughout project, then create final invoice.  This is all great and lets us keep everything together, but for if the system could auto populate a project number, I can use that number on drawings and emails to send to my employees to track time and label parts.  Sometimes the project names are similar or too long.   Does anyone know if this is possible?thank you!Paul

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I accidentally processed a deposit for an outstanding invoice before the customer paid it. They sent me a copy of the invoice showing it was PAID. I was confused at the time, and this question occurred to me after the fact. Any feedback would be appreciated. 

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