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Home
QuickBooks Q&A
Sales & Customers

Sales & Customers

3,913 Topics
6,986 Replies

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3913 Topics

How to add customer /project to JE Module

I am doing a journal entry but i would like to choose the customer the expense i am entering relates to

4 years ago

Carissa22

Sales & Customers

How do you check the quantity on hand of a particular item in the iPad app?

No text available

4 years ago

antonkrmt-gmail-

Sales & Customers

How to fix problem sending receipt from mobile app?

When I send receipt through mobile app, it looks like I send them twice. So when i settle with Bank Deposit at the end of my day. It looks that I have double receipts on my customer/ transaction that day.

4 years ago

gsb06

Sales & Customers

How to import custom style invoice or estimate? what would be the reason for the PDF preview not showing up?

No text available

4 years ago

smollstub13

Sales & Customers

Is there a way to correct deposit account in several sales receipts at once?

Hello, My client recently switched banks, and there has been a delay in receiving some information from the old bank.  In processing Daily Sales through Sales Receipts....I have accidentally deposited to the old account on several days transactions.  I'm wondering if there is a way to correct this without having to re-enter each of those days? Thank you,Stacie

4 years ago

info1673

Sales & Customers

How can I remove the "pay invoice" link from the recurring invoice email?

recurring invoices automatically go to customers via emails when the contract is up for renewal. attached to the email is a link to make a payment. the link does not work. customers get frustrated.

4 years ago

barrosocristian-

Sales & Customers

Does anyone knows how to deduct or insert 10% hold back in a partial INVOICE

I INVOICE A CUSTOMER AND HE REQUIRED TO DEDUCT 10 |% AS PER CCDC2 AND I DON'T KNOW HOW TO DO IT

4 years ago

Tkman

Sales & Customers

Tips and gratuities given to owner

How do you record a tip given by a 'non-customer' to a shareholder/owner?I recently completed a job for a company and after completing the job the company's client gave me a tip for the work that was performed. Wondering how to account for this in QBO as owner/operator.  

4 years ago

byebyejunkedmont

Sales & Customers

Hi there I have uploaded a logo but it won’t show up on invoices

No text available

4 years ago

cathy-indeygo-co

Sales & Customers

How do I see all invoice information on print/preview mode?

When I complete all fields in invoices, where do I find all this info on the print/preview mode?

4 years ago

puneet-ultratruc

Sales & Customers

HOW CAN WE CHARGE FROM CREDIT CARD

how can i add credit card charging option in invoices

4 years ago

magicscapelandsc

Sales & Customers

Is there a limit to invoices

No text available

4 years ago

jparker

Sales & Customers

Is there a way when customizing Customer Contact List to extract just the mobile number like the phone number?

I can pick phone

4 years ago

doyourverybest1026

Sales & Customers

How can the currency on a sales invoice be changed from CAD to USD just one-time?

The main currency in our chart of accounts is Canadian Dollar (CAD). However, there may be times when we may need to invoice a foreign customer in USD. How can we change the currency on the sales invoice document for these specific one-time situations? Thanks a lot.

My client sometimes buys and then returns an item for full or partial refund. I cannot input an expense with a negative amount. How do I cope with this issue?

No text available

4 years ago

deborahjeancolli

Sales & Customers

Why are my sales being entered as deposits? And how can I change them to sales receipts? Can I change all of them at once?

No text available

4 years ago

melissa113

Sales & Customers

Has any one else had QBO adding a few cents here and there to their invoices?

several of our invoices have apparently been adding between 1-4 cents randomly after we send the invoice to the client - so it looks like the client is shorting us once they pay

5 years ago

waveswild-gmail-

Sales & Customers

I’m self employed as a dog trainer so my primary income is from teaching classes. I also sell some products to my clientele. How do I categorize the cost of these items?

No text available

5 years ago

westkwarriors

Sales & Customers

If I processed a credit card payment with wrong date, can I change it and get the payment processed sooner?

No text available

121

5 years ago