Sales & Customers

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Is this likely a storage cache issue?

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Clients have multiple projects on the go with us, for example. If i send a new invoice, the email they get shows that invoice total added to whatever other existing amount. every single client gets confused by this, because it says the correct invoice # but then shows a total that doesn't match/is way more than it should be. Is there a way to fix this? Its so confusing for clients, we tell them to ignore the QBO emails and only take the PDF we email them as accurate, but i am getting so tired of having to explain this all the time! People freak out when an invoice is several hundred dollars more than it should be.

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Customers need to see the invoice from QB, as well as the attached backup.  This feature has been removed.  Is there a way to turn it back on?

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When I change the address for a customer, old versions of QB gave us the option of changing the address in this invoice and future invoices.The last couple of QB versions ask if want to change the address for this customer for past and future invoices. I do not want to change anything on previous invoices including the old addresses. Is there someway of only changing the address for the current and future invoices?Thx.  

how to see past estimates for a customer

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In QBO I setup the tax tracking and now I can't input any expense invoices. Haven't tried the sales side yet.

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I have payments set up and use it. But customers sometimes want to pay in person....and the app always asks for zip code not postal code

I have a customer that subtracts their own processing fee from their payment to me. Eg. I billed them $338.99 and they paid me $325.43How do I clear the balance of $13.56 they didn't pay which goes towards their processing fee to keep things balanced? 

So we are using Intuit Quickbooks Desktop Enterprise Solutions, and we have monthly invoices. We use a third party program to charge credit cards automatically. When that's done, we need to upload the payment info to QuickBooks - right now, applying the payment to an invoice is manual. Is there a way to automatically do this so when uploading the payment info is just applies it to the most recent invoice?

If I set my home currency in Quickbooks Online to CAD (I live in Canada), am I only able to accept Quickbooks Payments in CAD? Or if I were to add a US bank account, could I then accept Quickbooks Payments in USD?

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QB, I have been invoicing for my clients for more than a year, now QB is requiring a new set up for invoicing, what causes this?

I see in the example that QuickBooks Online gives, the sales receipt showing "end of day" sales is cut off so I can't see the bottom few lines. I also noticed that all the entries are a negative figure (i.e. Cash, Visa, Mastercard etc.) except for the Daily Sales Income. Does this mean that the balance due at the bottom should always be zero?

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I do the books for a Strata Corporation that collects Strata Fees every month.  When they give me a cheque, it is really easy to deal with pre-payments, but my question is about receiving cash.  Today, one of the owners gave me cash for 2 months Strata Fees...this month and next month.  When I receive the payment, next month's payment goes on a Credit Memo so that I can send her a receipt for the cash.  Once I have done that, then I reverse the payment, deposit the full amount to Unearned Income and transfer this month's payment now, and next month later.  Is there an easier way to do this?  If I simply deposit the funds to Unearned Income, I don't know how to print a receipt for her, or am I missing something? Or...is there a way from the Receive Payments screen in Customers to put next month's portion to Unearned Income?  

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Does QBO record the processing fees to a designated Expense Account (i.e. Processor Fees, Bank Charges, etc.)?