Sales & Customers

Banking feeds - when downlaoding a deposit, how do you record it against the accounts receivable invoice to show that the invoice is not outstanding anymore.

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Hello QB Community - I need help please!! QBOIt's going to be a long text, I hope I can make it understandable:We are an automotive repair shop:So customer comes in, we order part A at parts supplier, repair the vehicle (time and part A), write a bill, bill payment - straight forward - all good.So now after a week customer comes back saying part A is faulty!We order new part B , repair vehicle (time and part B) - THAT'S WHERE MY PROBLEM STARTS! I created an expense account for warranty claims. I need to track time and parts somehow, so I billed it out to customer and gave him a credit note ORI billed it out in regular invoice and than add lines to set same labor time and part in negative. using my warranty claims account.We have a warranty contract with our supplier, so we get the part replaced for free if faulty and a reduced labor amount for the replacement time of the part. That means I have to bill the time spent to replace the part to our parts supplier for the warr

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So i have an estimate for a customer and then created an invoice for the work but not from the estimate.

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It says I can’t delete it because it was previously deleted.

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So what I am wanting to add to my invoice is Site Address:  They have the field Ship to Address. I wish I could just change the words to Site Address. So is their a way for me to create a book that looks like that so I can call it site address? Sherry

I have one customer invoice with various expenses. For example, supplies, sub-contractor, travel all to be assign to different expense account. How do I do that?

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I am a physiotherapist at a health clinic and do my own private home care and also work for a private clinic. I am incorporated as a professional health clinic and all payments and paid to my corporation and sent to my business corporate account. For my home care, I send invoices to my clients via Quickbooks and I update those transactions on Quickbooks. However, for my clinic they pay me as a corporation and send a lump sum of money to my corporate bank account every month based on how many patients I see and they handle the invoices for me. I consequently don't have any invoices for those deposits and am unsure how to input these deposits on Quickbooks.

Quick question: When the sale contract is signed we usually request a deposit payment. Let's say, sale contract has been done for a $1000 and a deposit should be done $200. How do I request a deposit payment from a client and how should I register it in QB online? I used to issue invoice to the customer for a deposit payment only and later when the full service is complete, I issued final invoice with remaining balance, but my accountant said I should issue invoice for the service complete and not for a deposit. I will appreciate your suggestion. Thank you

Just not sure where to start. Tried hooking up payroll but I can’t find it now.

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I have GST and PST taxes as I'm in Canada but only the GST will show from Dubsado. I use the QuickBooks codes in dubsado so it is all linked correctly.

How do I charge sales tax? I have it set for my province and checked excluded. So when I make an invoice it’s showing $0 for taxes it’s not calculating it and there is no option for me to enter it manually. I do my invoices on the app not on desktop.

I believe it is the vacation accrual that quick books does automatically?

This is what happens on my custom field SUBTOTAL 1,850.00 HST (ON) @ 13% 253.50 TOTAL 2,103.50 TOTAL DUE $1,052.50 This is what the standard invoice does: SUBTOTAL 1,850.00 HST (ON) @ 13% 253.50 TOTAL 2,103.50 PAYMENT 1,051.00 BALANCE DUE $1,052.50

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