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QuickBooks Q&A
Sales & Customers

Sales & Customers

3,913 Topics
6,986 Replies

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3913 Topics

Banking match, If I have a fuel receipt and it is more than the cost of fuel used. How do I match it up to banking ?

No text available

5 years ago

donnellyskylight

Sales & Customers

How do I record a customer credit card payment towards an invoice that was created in another application?

No text available

5 years ago

wesmac

Sales & Customers

Is there a way to use the receipt snap feature of the mobile app to link a receipt for returned product to a transaction? I cannot save a receipt with a negative total.

No text available

5 years ago

Ron23

Sales & Customers

In Desktop I can find an invoice by going through create invoices and find it by entering the invoice number. How do I do that with On-Line? Thanks, Ron

Find an invoice with QB on-line.

5 years ago

RTBrew

Sales & Customers

How do most companies deal with payments via credit card not matching up up with the original amount invoiced?

No text available

5 years ago

hbpierce

Sales & Customers

When I enter a retainer, should I be putting tax on it or will the tax be recorded once I add the retainer to the invoice?

No text available

5 years ago

russinto

Sales & Customers

Where can i view all the entered payments for a particular invoice. It's a large invoice the client has sent me numerous e transfers over the course of 2 months.

No text available

5 years ago

aburas-uwindsor-

Sales & Customers

I need to use US dollar

No text available

5 years ago

Vish4747

Sales & Customers

Surcharge on sales total

Hello QB,How do we create an item in QuickBooks for surcharge? Surcharge % is fixed and applicable to selected items only. This item should automatically calculate the surcharge amount based on the total value of the selling items added to the invoice. This is a taxable item, therefore should be above the tax line. In terms of function, this item should function as similar to a tax item. Any ideas??Vish 

5 years ago

bethanyr

Sales & Customers

Can someone help me with how my customer list is displayed? Customers with a zero balance aren't showing up on the list, but I can't find a setting for it anywhere.

No text available

5 years ago

sureshotinc-bc

Sales & Customers

Why isnt quickbooks charging any of my hours from the new year on my invoices? Quickbooks is logging and recording my hours its just not billing them.

No text available

5 years ago

wjrwindowcleanin

Sales & Customers

Is there a way to have multiple customers with the same name, the situation I face is a customer thats a franchise with multiple locations that gets invoices individually

No text available

5 years ago

bonnie24

Sales & Customers

I have an invoice that I billed out for $851.58. Customer paid by credit card. I received $822.48. $29.10 is the fee. How do I record the fee?

No text available

5 years ago

Anita 12

Sales & Customers

My customer contacts ae gone

No text available

5 years ago

lkimarmstrong

Sales & Customers

Customer list is not showing up when entering invoices.

No text available

5 years ago

Scooters Pizza

Sales & Customers

Sales receipt and undeposited funds

I have a restaurant and my POS system records my daily sales to QBO every night for me.  I have attached a screenshot of how the daily sales receipt is recorded.  My issue is I am unsure of how to clear out the undeposited funds account as when I do receive payment, it says there is no invoice available.  My bank account is currently understated as it is sitting in my undeposited funds account.  I had everything working well in desktop, but since switching to QBO it is a mess.  Thanks.

5 years ago

justin66

Sales & Customers

Can we create an invoice using one of our templates, but include a payment schedule for multiple monthly payments? Or do we have to make multiple invoices? Thanks

No text available

5 years ago

hbpierce

Sales & Customers

When I accept a deposit on an invoice. The full amount of sales tax is added into what I pay to CRA prior to doing the work and receiving full payment.

No text available

5 years ago

sereda-jm

Sales & Customers

Is there a way to set up the Quickbooks Online desktop app (in windows) to auto-save while creating invoices or estimates?

No text available

5 years ago

diane-ringuette1

Sales & Customers

How do you set up a standard user to have access to custom invoice templates for billing?

No text available

5 years ago

kennethhill

Sales & Customers

My invoices are being sent without outstanding balances. How do I correct this?

No text available

5 years ago

mummy4

Sales & Customers

When I create an invoice, why won't it let me enter the amount due?

No text available

5 years ago

corcconstruction

Sales & Customers

How do I e mail my invoices ?

No text available

5 years ago

accounting437

Sales & Customers

Write off bank fees with customer partial payment

Hi,I issued an invoice and received a %50 deposit.The deposit was for $5000 minus bank fees so the amount that was actually received is $4980.Usually when a payment is received in full we simply "write off extra amount" to bank fees. How can I write off the bank fee when we only received the deposit.I assume I can always record the bank fees when the full payment is received but it would be less accurate and was wondering if there is a better way. Thank you

5 years ago

support68

Sales & Customers

I can no longer create a sub job of a customer

No text available

5 years ago

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