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QuickBooks Q&A
Sales & Customers

Sales & Customers

Sales & Customers

3,913 Topics
6,986 Replies

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3913 Topics

Sales & Customers

This happens frequently when adding billable items to an invoice. As you tweak the product/service accordingly the data from each line item is deleted.

No text available

Sales & Customers

Can i save sales receipts record with out e mail address?

No text available

Sales & Customers

TSheets for Quick Books Self Employed

does anyone know if TSheets works with Quickbooks self employed and if it does, how do you set it up?  I'm currently switching from quickbooks online to the SE version, but it TSheets doesn't work its a game changer for me, I have 15 clients and each wants a detailed bill inidcating what I worked on and for how long.  HELP!  Thanks

userprecisefinishing

Sales & Customers

My snap receipt icon is gone. How do I get back.

No text available

Sales & Customers

How to stop camera noise when taking pictures

No text available

Sales & Customers

If you have two locations for your business, how do you create a different invoice for each location within QBO?

No text available

Sales & Customers

How do I fix the price format field on an invoice? Actual price is $29.99 Sales Receipt shows $30 Invoice Prints $29.9996 Please help.

No text available

Sales & Customers

How do you create and accept payment for an invoice that's being financed over 12 months?

We have a customer that paid 25% of his invoice up front and the rest is being financed over 12 months. How do I record the monthly principle and interest off the remainder of his invoice?  Do I have to add the annual interest to the invoice? 

Sales & Customers

Daily sales receipt for a restaurant.

How to set up a Daily sales receipt for a restaurant in Canada. Not sure how to handle electronic tips paid out daily in cash to my team and how to input HST correctly to balance the sales receipt to zero. Really need help, please.

Sales & Customers

I can't find a way to export customers showing all of the following fields. -tax info -separate address fields -company name -first name -last name -phone -email

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Sales & Customers

Is there a way to show the Quickbooks pay now button on invoices generated in a different system? We have an order management system we want to use to send invoices.

No text available

Sales & Customers

How do I receive payment if a customer paid in cash. Is it different than paying by cheque

No text available

Sales & Customers

When I email an invoice will it show up in my sent mail folder in my email program?

No text available

Sales & Customers

Different Price Table for Same Item

Hello, we are an engineering consultant firm and we have pricing for different items.  We would like to include Rate Table A, B and C for different clients and year, so we can set that up for each project/client.  How can we set that up in Quickbooks Desktop Pro? If I need a different version, which version of Quickbooks is required. Thank you.

Sales & Customers

Lost Cash Payments

Hi there,  We have a couple of payments that technicians did receive however, were misplaced. What is the best way to clear the payment that is still pending in the Undeposited Funds?  Thank you!

eansmith08-gmail

Sales & Customers

Can I get ship to on my invoices?

No text available

Sales & Customers

I have a small business and I just deposited money in my business account and I recorded as sales receipt. How do I pay myself using the app?

No text available

Sales & Customers

I just received my first credit card payment from a customer through Quickbooks payments. How do I transfer those funds to my connected account, or is that automatic?

No text available

Sales & Customers

Can I edit a customer's credit card information? I think I entered it incorrectly

No text available

noellarobinson-h

Sales & Customers

Why doesn't accept payments work for self employed?

The level of support with customer service right now is BRUTAL.  I have literally been trying to get support for my selfemployed client's books, for something that should be extremely straightforward (accepting payments, screen is working and then error message that website is down) and have been shunted to six different agents, a phone number for support that doesn't do Self Employed support, and waster FOUR hours on this.  I have always received great support in the past, but this is beyond belief.  I have six clients signed up with quickbooks because it's always been easy to deal with, but I am definitely looking at moving to Sage for my small business clients.  

bin-myessentia-c

Sales & Customers

How can i find sales receipt when i click find match if this is partial payment? the sales receipt didn't show on the list.

No text available

usercjphilippians4

Sales & Customers

How do I enter transactions from bank stmts, petty cash receipts, income, etc?

I am working from bank statements, petty cash receipts, credit card statements,

roots2roofyt-gma

Sales & Customers

My invoices and quotes have the wrong address on them while it's properly updated on the form sheet. How dose one fix this we are loosing money

No text available

Sales & Customers

If I download bank and credit card transactions do I still need to enter the paid invoice thats's already on my credit card.

No text available

Sales & Customers

Client made an error in the invoice date and year. He made it to 2021, work & payments were made in 2020. Can I change the date on the invoice after reconciling?

No text available

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