Sales & Customers

Hi.Monthly, I transfer a number of client's fees from our trust account to our chequing account in one lump sum and then break the lump sum down by client invoice. One client ended up postponing so I transferred their fees back to the trust account (Advanced Customer Payments). The invoice is still recorded as having been paid but I am not sure how to delete that invoice but keep the books balanced.  Is anyone skilled in such a set of transactions? Thanks in advance, David

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Hello and good evening. Is there a way to link invoices to specific credit memos in QBO. As an example, let's say we have an invoice for $100. Later, we issued a $20 credit memo against that invoice. So, now the customer owes $80. How does QuickBooks allow the credit memo to be linked to its specific invoice?

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suppose I received USD 100 from a client and my bank charges $10 fees and deposit $90. I manually match with a split. However under reconciliation it still shows $100 as Account Receivable but not selected and $90 $10 as matched. Why A/C Receivable still shows $100?

Our revenue is declared at time of activity, thats when GST becomes due. But we require advance payment, hence the negative terms.. It worked great in desktop but am stumped here in QBO. Any advice appreciated.

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I am needing to set up several projects that all have multiple customers. Is this not a thing I can do? If not how else can I track the probability of said programs, similarly as projects feature would?

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Its a longterm care facility. I bill each resident but send the invoices to the billing department. Can i have all the invoices in 1 email and not multiple email to the billing department?

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I'm currently using InvoiceNinja to handle invoicing... but the Zapier connection between it and QBO is beyond me. So I'm thinking of switching to QB Payments so that everything gets generated automatically from there. It's for monthly website service... and all my customers are in the US.

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I currently use QB Enterprise Desktop version. We currently have open sales orders that have been invoiced in QB and have had a payment applied in QB. How do I now close the open sales order?

Looking for some advice: Is anyone aware of a way to actually LINK a sub customer to a project (not just transfer everything over) so that the income shows under both the sub customer AND the project without doubling it?Currently wanting to transfer over to using projects but the management software I am using will only automatically import income from sub customers in QBO, not projects.

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Is there a way to select print later for a sales invoice when using the Quickbooks online app. 

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How to get my receipts to my QB online