Sales & Customers

If we can see any indication that an invoice has been paid via a search, such as Advanced Search, that would be great. However, Advanced Search does not provide the option to add a column to indicate whether an invoice is paid. We have to click into the actual invoice and wait for it to load in order to see the "Paid" stamp. It is very time consuming to wait for each invoice to open.

Using Quickbook Essentials: The only time I ever want a client to see the descriptions of services is when I send an estimate, so I have a custom Estimate template setup to display descriptions.  This works fine for when I am adding individual services to an estimate manually. However, when I add a BUNDLE to an estimate and preview the pdf, it only shows the name of the Bundle and the Bundle's description. It does NOT show the individual names and descriptions of each service within that bundle. The workaround is, within the estimate creation screen, I can add the Bundle, then manually drag/move each service outside of the Bundle's subsection (above the bundle), then delete the Bundle.  When I preview the pdf, it will show the items and the descriptions.  Doing it this way is faster than trying to remember what services are in the bundle, finding them in the product list, and adding them all without forgetting any... however...  this is obviously a lo

invoice several customers same item charge

When taking a snap and the receipt information is abstracted from the image where in the app can it be found for HST purposes and expense purposes

Good day.. and I hope someone can help me! We have about 400 active SKU's and most of our sales are coming from 4 different Shopify stores, who all share the same product descriptions and SKU, but the stores are dedicated to different regions and warehouses (CAN, USA, EU and Wholseale).  Every store has been configured to import sales in the correct QBO account (CAN, USA, EU and Wholesale), yet QBO associates a specific SKU/product to the sales account where the SKU was first created/imported. We therefore have sales being attributed to wrong sales accounts and none of our reports are lining up.   Where/how can i change settings so that the sales imported from each distinct Shopify store (with the same product SKU and description)  be matched to the correct sales account in QBO (CAN, USA' EU and Wholesale)? Can I do this retroactively as well?

Our bank lists a payment from Intuit that does not match any of our outstanding invoices. How do I contact Intuit to find out who paid us this amount?

I need to keep track of some quarterly expenses and I would like to create a project where I can allocate them, but the system asks me to link it to a client.

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Logged back on to check my invoice and now it's all cleared

should there be a refund receipt option?

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When I first created an invoice, a window popped up on the right hand side, in which I input all of my information about my business (logo, name, banking).  I have not been able to find this window again to update the info; does anyone know how to access this page?Thank you!

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Is there a way to add  a field so to show the customer his PO# on his invoice ? should ,I thought be a simple thing to do. Unless I'm missing something in the design template.

create a quote

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I will give an example, say the customer owes $2,300.00 and there is a credit that can be applied in the amount of $1,000.00 and a discount is to be applied at a rate of 1%. First of all, does the credit have to be applied or can it be saved for another time? This is how I think it would work, if the credit was applied, it would bring the new balance down to $1,300 and the discount would apply to this amount. The discount would therefore be $13.00 and bring the remaining balance down to $1,277.00. I would like input on how to do this in QuickBooks. Thank you.

A customer made a partial payment on behalf of another customer's invoice. What is the correct way to enter this? 

Hi,  I'm new to QB online, and am setting up everything. I've gotten Quickbook Payments approved for my invoices (just sent my first one out). I'm looking at how to request deposits on my estimates. From looking online they say I should have "+ Request a deposit", yet I don't have this option. I have set Settings > Accounts & Settings > Sales > Progressive invoicing to ON. It was written on another forum page that if I have Quickbook Payments and "the new version of estimates/invoices" I can do this. But I appear to not have the new version (It's supposed to have the word NEW next to it? What's the scoop to do this easily and seamlessly?Estimate > Approved, get deposit > Send receipt for payment and get paid > Do the job > Convert to invoice send invoice with what's left to pay > Receive balance owing. Thanks for any help! Vadim

Invoice shows $620 (which is not the correct amount), payment is $780 (which is correct) can I revise amount on invoice?

In an older version of QuickBooks I would set up a sales order. I was then able to create an invoice from that sales order by picking and choosing which items had shipped and entering the quantity on each line item. QB would then keep track of which items were already invoiced and which were still to come. The estimates in QB online seem to replace that but I am unable to change the quantity of each line item. Am I missing something in set up?

My customer has paid a bill, and quickbooks isn't depositing the money in my account