Sales & Customers

In QBO is there a way to add an estimate tab?  It is really easy to find Estimates in QB Desktop but it seems to be a few steps in QBO Right now it showsOverviewAll SalesInvoicesCustomersProducts and Services I would like to see Estimates included in this list, is this possible?

5 years ago

david95

Sales & Customers

I can't find where to download a copy of my invoice for my monthly Quickbooks payment.

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5 years ago

acschlereth

Sales & Customers

I would like to know if a customer can enter and save their own credit card information into their profile in my QBO account? Or do I have to manually enter it?

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5 years ago

qualitydoor

Sales & Customers

How do i print the invoice for the monthly fee you charge me for using quickbooks ?

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5 years ago

userheadtotailchiro

Sales & Customers

I am trying to match a transaction with an invoice but when i click on find match not all of the open invoices show up only the last 3. Am i doing something wrong ?

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5 years ago

retzler-gradecon

Sales & Customers

I have created an invoice. Then I edited it. The invoice is good. But when the screen switches there are extra services. Can this be fixed?

the extra services are only on one day.

5 years ago

HPitters

Sales & Customers

When I email an invoice to a client, and credit card payments are activated, can they opt in to have monthly payments automatically charged to their card?

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5 years ago

bunkergreens-gma

Sales & Customers

Hello I changed my address on my company info page but its still putting my former address on invoices. What am I.missing?

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5 years ago

OGEP

Sales & Customers

How can we automatically add a percentage fee to the invoices if they decide to pay with credit card instead of bank transfer?

How can we automatically add a percentage fee to the invoices if they decide to pay with credit card instead of bank transfer? This is to offset the high fees associated with credit cards for vendors. This should be standard.

5 years ago

Desiree 869

Sales & Customers

Enter Bill in US dollars

Hello Team,  I have a quick question regarding the US dollars bill. I purchased the items, and they bill me the invoice in US dollars, and I pay them in US dollars as well.  my question is : When I enter Bill,  How do I make the currency as US dollars, not US dollars convert to Canadian dollars. 

Date Filter in Search Function

Just recently while using the Search Function (magnifying glass) the date range filter has changed.  I am trying to search through old invoices to find a previous sale.  So the criteria I'm searching with is; Invoices, Line Description, then entering the info I'm looking for.  This always worked for me before but now the date filter range automatically comes up as 03.01.2021 and I can only change that back to 06.01.19.  I used to be able to go as far back as I wanted, all the way back to when I first started using Quickbooks - 2007.  Is this just a temporary glitch or can I really only search back 2 years now?     

How do you look up a vendor invoice by invoice number

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5 years ago

RPP2021

Sales & Customers

Creating Invoices Correctly to Record Collecting a Deposit

Hello, My company collects a 30% deposit upfront for services at the start of the engagement and the remaining balance plus HST/GST is collected when the service has been completed.  I'm running into a recording issue on my invoices. For example, I provide an estimate in November, 2020 to a client for $2000 plus tax. In November, 2020 they provide me the 30% deposit of $600 and we begin working together. I convert the estimate into an invoice and record the $600 payment going into my Operating Bank Account (deposited via Email Money Transfer).  The services will be completed in 2021 and that's when the full $2000 + HST should be considered as sales and GST/HST collected (for the year the income is earned). However, because I created the invoice in November, 2020 and reflected the $600 deposit, the full $2000 is being recorded under my Sales for 2020 on the trial balance report. I also have a portion of the $600 deposit being recognized under my GST/HST rep

5 years ago

timjw

Sales & Customers

Am I able to recover a deleted invoice?

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5 years ago

Peeekay

Sales & Customers

Creating Invoices in Stripe Automatically from QBO

Canadian here charging my US clients with Stripe because QBO for some god awful reason doesn't natively accept US credit cards. So I have to use Stripe to process the payments for my US clients.  I've used the Synder app to synch transactions and it has a nifty feature where if I creat an invoice in QBO, it would create the Inovice as well in Synder/Stripe.  My accountant is telling me she doesn't need the Synder app.  I was wondering what the best way to create invoices are for my US clients. I don't want to have to create two invoices (one in QBO and another in Stipe).  I guess I'm wondering if there's an app that syncs the invoices I create in QBO to Stripe?

5 years ago

usercarla-silva

Sales & Customers

Was there an update regarding the search tool (Magnifying glass)? I could search by invoice number or amount, and while I would type it would show the options.

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5 years ago

joetaylor

Sales & Customers

How do I tell when I sent an estimate/invoice to an invalid email address?? is there a report?? people have called saying they havent recieved - any help be great

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5 years ago

aleksandras1

Sales & Customers

I can't add tax on my invoices like I always did and I don't know what happened. How can I add it?

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5 years ago

luvbudgies

Sales & Customers

Warranty income paid as a credit on supplier account, credit is in US $

I am in Canada, and do authorized warranty repair work for an American company.My first warranty claim has been approved, and "paid" as a credit on my account with the company.The warranty claim consists of labour, and reimbursement for parts and shipping that I paid up front to do the job.How would I enter this into QB Online? I need to reflect the warranty labour as income, and the reimbursement for the part and shipping.The credit is in US $, and my QBO is Canadian $When I write an invoice for labour, I have to charge provincial sales tax and federal GST; the warranty credit doesn't have sales tax added on; would I still have to factor in Canadian sales tax, or would it be exempt since the labour was done for and paid by a US company?This is still an open credit on my account, so I don't even have an exchange rate that the credit would have been used up on a new purchase, so I don't see how/what I would use to convert this into a final CDN$ value.Can anyone advise?Thank you

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5 years ago

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