Sales & Customers

I gave customers who owe several payments because they gave missed months. How do I show them clearly, the whole account

What are the benefits of an outside app such as Jobber or Buildertrend for estimates vs QBO estimates?

Hello, Could some one advise how I can add a summary of the products quantity on my packing slips? Thanks & RegardsCherry

No text available

I'd like to add/remove columns from the invoice form that I fill out. I've modified the print version for the look I want but it doesn't transfer back to the Quickbooks form

I was able to upload two receipts and then i closed out the app and when i opened it back up the option to be able to snap receipts was not there.

How do I allocate a portion of employee working hours to a project and the balance in an other project?For example, I have an intern that is funded by Canada Summer Jobs and has to work for 40 hours/ week, in the QuickBooks Online, we created a project as her name under Canada Summer Jobs as customer to enter all her times in our company.The problem is during a week, she might work in another project - Project A for 10% of her time (4 hours) so I cannot choose two project for allocating hours (One is project under her name, another one is project A) as there will be 4 hours additional in her payroll which is not true (she only works for 40 hours including 4 hours for project A) Do you have any suggestion? Thanks!

I am preparing a quarterly GST return. I collect deposits from customers and place them in my liability account, once the work is completed I then invoice them and any deposits received  get deducted as a negative number on the invoice (taking them out of the liability account).   However, when it comes time to file the taxes those negative numbers bring down my total sales number.  The deposit also increases the sales total, which it should not because there is no tax collected on the deposit.   

No text available

No text available

No text available

Hi, I'm finding the self-employed version isn't working for me in this regard. I have receipts for my business that I want to manage through my app/web. For my receipts I need them broken down by Total (inclusive of all taxes and gratuities) and GST (only applied to the subtotal NOT the Grand Total. I can't get Self-employed to do this as it with doesn't;t pull any tax if I leave it off OR if I select GST only is applies GST to the Grand Total. Example.... Meal Receipt Subtotal = $30.00GST =           $1.50Gratuity =    $5.00 GRAND TOTAL =   $35.00 Right now the GST would pull $1.75 from the Grand Total including tax. HELP as I can't use this app without this functionality. I can't be the only one here??? Thanks, Cameron 

We migrated by the QuickBooks Desktop company settings.

No text available

How can I look up purchase orders (sent to my vendors) that were related to an invoice? I am running QB Desktop Premier: Manufacturing & Wholesale Edition (trial version)  To give a background of my application, we are a Manufacture/job shop that creates multiple different custom tools & products at the request of my customers. For example; a customer may order a tool that requires me to order material from one supplier, send to a machine shop for machining, then send out for Heat treat, then we get the part back to finish grind precise details (cutting edges), before we finally sell it to the customer. If the customer orders this same tool again 2 years from now I would like to be able to look up the past invoice to see what suppliers (POs) were involved in the project. Is this possible?? When I open an old invoice, it shows me the old Sales (Work) Order that generated the invoice, but it does not show what POs were related to this job (my POs sent to

what is a closed invoice?

Does it cost extra

No text available

No text available

Using QBO

No text available

Some of my customer invoices cannot be saved in .pdf format. They end up in a file type :2021 File. Why

i have just migrated form qb desktop and need to know if i should print invoices to keep track of payments.

We are using Quickbooks Desktop Premier in Quebec, Canada with the Contractor Edition. We have just embarked on a job costing project...never done this before.We have been recording all our vendor bills and assigning them to jobs and checking the billable box. So far so good.  We've been able to run a report that shows all the unbilled costs by job by vendor and all looks great! In Quebec, Canada, we have GST and QST.  The unbilled costs by job by vendor report shows the expenses before GST and QST which is correct. However, when it is time to invoice the customer:job and the menu appears where we have to select the unbilled expenses we want to invoice, they appear with taxes included. It should not do this.  The expenses that we bill to the customer should appear before taxes.  Then we could decide to charge or not charge the tax by checking the box "these expenses are taxable". This is soooo frustrating because we spent a month going to every bill and as

No text available