Sales & Customers

Customized Invoice A - Needs one email address and customer message Customized Invoice - Needs diff email address and customer message

I have a client trying to pay an invoice by credit card. She is told that she gets charged, and then there's an error and then the amount gets credited back to her. what does this mean?

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Many business accounting software now offer adding a tip on invoices . Does QB have that option ? And will it add it in the future?

I see how I can add a customer but I need to add a different address for the job site

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QBO customer display now shows the following since the weekend: Brown, John & Laura Does not show up like this when bills are printed but its annoying.  Please fix it.

Hello, I am fairly new to accounting, sorry if this question is obvious to the gurus here.We have a customer in Alberta who for the last 4 invoices has been being charged HST when they only should have been charged GST. They have paid each invoice fully with the HST.They have been made aware and said "dont worry, we will get it back when we file our taxes"but I know that unfortunately it's not that easy on my end.How do I go about fixing this in QBO so our accountants don't hate me? 🙂 If I go into past invoices and adjust the tax code on an invoice thats already paid, it will generate a credit on the account for the excess amount, right?Will that be enough to fix this error? And then I just send the customer a statement showing the credits on the account? Thanks in advance for any help!!

When I go to take a picture of my receipt it will center but as soon as I click capture it will only capture the right edge on the receipt barely showing the far edge numbers. I have reset, restarted, deleted cache, deleted quickbooks all together. Doesn't matter the background. Just about over and done with quickbooks all together. Took 20 min for one receipt. I have 100 left. At this point a waste of money. And don't tell me to take pictures then upload. The point of the app is to work as intended or why have it at all.

I accidently clicked the paid on the invoice, I don't want to send it to my client because it shows that they paid already. is there a way to fix this?

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I have found the 'message to customer' has to be the same for each template but the footer can be different in each template - but the footer is in the wrong location for all that information!

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Hi,I have regular payments from insurance companies coming directly into company's bank account. These payments are not associated with any invoice as well. What would be the right way to record these payments in the QB?Thanks in advance 

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I have just recently started getting duplicate invoice warnings that are not true. I've even done a search for an invoice number before I enter the next invoice and thought it doesn't exist prior to entry, I still get the warning. Example: I search for invoice number 12345. "No matching transactions were found." Then I enter the information for invoice 12345 and when I click to save, I get the popup telling me that invoice number 12345 is already in use.  Any ideas for how to fix this? I DO want duplicate warnings, but not if I'm going to get an erroneous warning with every invoice entered.  I am using online QB Thank you in advance for your help

I would like to know how to treat the GST/HST charged on sales for unpaid invoices. (Invoices from previous year for the current year service)Our organization invoice members in advance. Let's say the 2022 membership renewal invoice were created and dated in October in 2021. In 2021, we received some payments, and they were recorded in "Deferred" account. in 2022, we still have outstanding invoices. (Hoping that members pay eventually)In 2022, I assume I need to recognize those payments in the Deferred account by doing a Journal Entry. We still have outstanding invoices. (Hoping that members pay eventually) 

I received an affiliate commission payment from Amazon, from sales from a blog (Amazon sold the product/s, not me). The commission payment was deposited in my Payoneer account. What is the proper way to enter this into Quickbooks? At this time the amount in my Payoneer account is too low for me to withdraw, and may just get used in the future for making a payment on something else not even related to my business.

i want to add our company terms and condition. how can i add that in QuickBooks?

Is it possible to invoice in AUD but receive payment in CAD? How this would be done?

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I need to reclassify multiple invoices against their respective projects and can't lost the data and audit trails that are attached to the invoices. The problem I am having is that I can't see recurring projects in the drop down list, only the ones that have a fixed non-recurring deadline set to them.

Billing error. I realized I should have charged $300 an hour but only charged $95. They already paid their bill. How do I go about creating a new invoice with the correct charges and apply their payment to it? Or is there a better way?