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QuickBooks Q&A
Sales & Customers

Sales & Customers

3,913 Topics
6,985 Replies

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3913 Topics

Can you tell if you already printed a invoice?

No text available

4 years ago

jaryll-ab-bcc-ca

Sales & Customers

I have created, emailed customer the invoice, received payment and sent a copy of the paid invoice to customer. I cannot find the invoice in system, what happened to it?

Could it have been deleted? Can I retrieve deleted Invoices and if so how?

4 years ago

Henk DeJong

Sales & Customers

Adding cc to myself when sending batch invoices

When sending a single invoice, there is a checkbox for "Send me a copy". This option doesn't seem to be available when sending a batch of invoices--is there a trick?

4 years ago

t-m-gunderson

Sales & Customers

Is there a way to automatically apply a volume discount on a product. i.e. no discount < 10lb sold, 2% discount on 11-20lbs and 5% on 30lbs . I'm using QBO in Canada

No text available

4 years ago

skbrubacher1-gma

Sales & Customers

I have paid my subscriptions but I can't save or send new invoices. My Account and settings page is also blank

No text available

4 years ago

wwerbitt

Sales & Customers

QR code pops to scan to add customers to app. But I can't get to go away on my screen. What do I do?

No text available

4 years ago

lynda.kemp2

Sales & Customers

A customer accidentally sent 3 etranfers today rather than 1. I refunded him the overpayment amount also by etransfer. How do I record these entries in QB?

No text available

4 years ago

scoottersinstall

Sales & Customers

Add multiple locations to a customer Account ?

Have customer with muliple locations .How do I add a New one

4 years ago

Egon Diggler

Sales & Customers

"To get your invoice paid faster, we removed PDFs from emails" - Huh?

I was presented with this pop-up when trying to compose a new invoice in QBO today: The full text of the pop-up Will somebody kindly explain how this change gets my invoices paid faster? I'm not at all impressed that QBO  is unilaterally making changes to my account preferences.

4 years ago

jobs3

Sales & Customers

Can I adjust my accounts receivable control account without adjusting my accounts receivable aged summary?

No text available

4 years ago

pppdarren-gmail-

Sales & Customers

QB transfer fro Desktop Pro to Online and Sales Receipt custom number is pulling from estimates custom number. How do I change that?

No text available

4 years ago

sonny@attitudeco

Sales & Customers

How do I pay an invoice given to a client when the client just gives me his credit card over the phone?

No text available

4 years ago

v.crosby

Sales & Customers

Invoices will open on desktop and laptop but their not opening on smart phones. How do we fix this?

No text available

4 years ago

KJIsaacson

Sales & Customers

Billable expenses not showing up in invoices

I'm using QBO Plus. I have some client expenses that I've marked as Billable. If I go to the Projects page and click on the particular project, I see the expense there. If I click on the expense, I see the journal entry that posts the expense to that client. However, if I create an invoice for that client/project, my time will appear on the invoice, but the expense will not. What am I doing wrong? Thanks. 

4 years ago

hanrei_tchung-ya

Sales & Customers

How to pay the bill with invoice

No text available

4 years ago

dianameekins-you

Sales & Customers

Why can't my client see the breakdown of her invoice?

No text available

4 years ago

Cdn-Flying-Hooves

Sales & Customers

I would like to connect either virtually or by phone with a QuickBooks expert. How does one do that?

No text available

4 years ago

userjenny2

Sales & Customers

Set sales price for bundle products

set up bundle product

4 years ago

shawnfreeman-gma

Sales & Customers

Why does the option for receipt forwarding not show up?

Under Transactions-> Receipts I don't have the option to select Select Forward from email. I only see Upload from Computer. Tried chat support and they were useless.

4 years ago

davisbaycustomho

Sales & Customers

How to add a memo field to invoice form

I need to add a memo field to the QBO invoice form

4 years ago

smarttreecare-ou

Sales & Customers

It would be nice if it showed that an estimate has been sent to an email address or not like it does for invoices?

I wish estimates had similar characteristics of the invoices with seeing it as sent, viewed, scheduled and such.

4 years ago

toplayercorp

Sales & Customers

The client paid half of their invoice. A credit shows up in the exact amount she still owes me. I am unable to even find the invoice I made for her.

I made an invoice

4 years ago

m-sargent

Sales & Customers

My invoices say “invoice unavailable” when you click the “review and pay” button

No text available

4 years ago

StellarFinish

Sales & Customers

When trying to export my customer list to a .csv file, the “Mobile Number” field is not transferred to the document, thus leaving out many clients phone numbers. Fixable?

The regular main number category is transferred, but not the mobile number one. Unless there is a fix for this, manually adding each separate number seems to be the only solution. Any help would be greatly appreciated!

4 years ago

roeroofing-servi

Sales & Customers

I want to know if it is possible to send an invoice link via text message instead of email

No text available

4 years ago

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