Sales & Customers

No text available

No text available

No text available

No text available

No text available

No text available

No text available

How come in the Desktop version, you get totals and subtotals for the QTY of items sold and in the QBO it seems that the developers just gave up and could not be bothered to add in those sums?Anyone know who to do it rather than the default "export to excel and do it there......"  which seems to be the default answer from the SlowBooks ! support people Also - anyone know how to remove the columns you do not want !!!! - or is that another "SlowBooks and send to Excel ? 

We would prefer NOT to show any invoice information in our email BODY. All the information is the ATTACHED file any way. No need to stick the amount in the body, The email is forcing us to have an inline summary or full detail[X] Full details[X] Summarized details IS there a way to get rid of this?

 Whether my client language is set to English or French. They BOTH receive the same email message.Where do I translate the EMAIL BODY content so my customer receives the message in his language?? This article is wrong in this matter:https://quickbooks.intuit.com/ca/resources/multi-language-invoice/There is no translation happening!

Invoices show "HST" as Quebec in taxes details. This is wrong.LEGALLY we are NOT charging HST in Quebec. We charge QST.Customers are complaining that we charge the wrong tax type. And their accounting is confused.Where can I change this to avoid legal problems?

No text available

No text available

No text available

No text available

No text available

No text available

No text available

HiI have a customer who has paid their invoice but wants a refund and the invoice cancelling.I have created a credit memo with the same account as the invoice, including HST also as on the invoice.I have then created a cheque expense to pay the refund from Accounts Recievable Account including HST.When I go to receive payment to cancel them both out, the HST amount is not showing on the cheque expense so they don't match.What is the best way to do this please and thank you!

No text available

No text available

I need to customize our sales receipt but it's not working.  I copied the "Custom Sales Receipt" so I had a copy to play with.  I want to get rid of the "Cheque No." and "Payment Method" because I do not know how the customer is going to pay the retainer so those fields are always blank.  I'd like to change those to "Due Date" and "Project/Job".  I have no problem with how to customize it.  I've changed our invoice template so this should be no different.  I get it all customized in the Data Layout window, the preview window looks fine and when I save and close that up, the Sales Receipt does not change.  I still have the Cheque No. and Payment Method there and not the windows I want to replace them with.  I can't figure out why it won't change.  Any thoughts?

No text available

I have a potential client who needs to import sales invoice transactions into a new Quickbooks online file. He has already imported the customers, accounts, etc. (standard imports). Can transactions stored in an CSV file be imported into the online program. I am not very familiar with Quickbooks, but some of my clients are hoping to switch to the online Quickbooks, so I have said I would look into this.

No text available