Sales & Customers

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I want to send emails of invoices from my own personal email (not from QB) to my new qbdocs email.

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This is for QBO

Hi, i am wondering is there a way to add a PO number to an invoice I enter into QuickBooks desktop

in QBO

An invoice that I created was dated the last day of our fiscal year end. A couple months into the new fiscal year, our customer requested we change the invoice because we overcharged for something.  How do I go about that?  I can't void it, I can't change it.  The only thing I could think of doing was create a credit memo and applied it against the wrong invoice.  Then we recreated an invoice with the proper amount on the first day of the new fiscal year.  Was this done properly, or was there another way in which it should have been handled?

Hi,  I have added a custom field for my invoice to include a route and an ID for our delivery company, but I want this to pre-populate based on the customer as each ID is different. How do I do this? I saw in a couple of posts that you could add a custom field tab to your customer set up, but can not find any instructions on how to do this with Quickbooks online. Can someone please help?

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Good morning,  I have developed an invoice template in Quickbooks that includes our payment terms and details at the bottom.  The payment terms take up quite a lot of space and I'm wondering if it's possible to add a link on the invoice to an HTML page that could separately hold the payment terms?  I would like the link to remain clickable on the invoice itself.  Is this possible? Thanks,Aksinia

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Hello, We migrated to QB online 2 days ago with the hope that we can have the freedom to access it from anywhere and have a B2B solution implemented.However after been happy with QB desktop premier for many years, there are lots of issues with QB online. Issue I have right now, the taxes in the invoices are calculated wrong.I have an invoice where the subtotal is $772.20, Ontario tax 13% should be $100.39, well it calculates $100.36.Looks to me the $0.20 do not count, if we multiply $772 x .13 then we get the $100.36. Please, do not ask me to go clear the browser cache or go in incognito mode. I would like to get this fixed. Any ideas?  

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Example: Original invoice $4,900 Payment $4,900 Refund $1,470 (how can I get this to show up on an invoice) Credit balance: $3,430 New invoice: $674 Apply credit balance $3,430 Show remaining credit of $2,756