Transactions

Is it possible to sell a product  at,  set,  different pricing levels e.g. trade and retail, or set a customer at a certain discount on QB online, or do I have to purchase QB desktop version.

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Hi Just wondered how customisable the invoice template is.We invoice our customers for electricity used so require an invoice laid out similar to a utility bill.In the yellow fields on the attached invoice mockup  we would like to enter the current and previous months Electricity meter readings in custom data fields, we would like the quantity field to be a calculated field Which takes the current months electricity consumption field and subtracts the value in the previous months electricity field  the result being the consumed electricity as a quantity.Its important that the current and previous months consumption entry fields are visible on the invoice.I hope this makes sense and hope you can point me in the correct direction.

I am looking at QuickBooks from my mobile and invoices have disappeared from the list. I can't even add an invoice from a customer record.

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having real problems getting to grips with qb as used sage all my life!

My invoices no longer show as viewed, can I get read receipts ? I cannot see a way to set this up, I have tried all options to get the activities back on the invoice but that is not working either

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My invoice for March is being included in tax year 24/25 because it was paid in April but i want it to be included in 23/24 tax year. Can this be done?

I'd like to export all data including copies of receipts from quickbooks to backup before switching accountants.

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I checked with multiple clients and none of them gets the invoices, in the system the invoice is being marked as sent but never marked as opened, i have to send the invoice link manually

I have seen several questions about raising credits under a CIS supplier ledger but the answers are all misleading.  I have raised CIS credits WITH 20% CIS deductions to be applied;  is this the correct way to process a credit for a CIS supplier please?  Then what is the best way to allocate it to an invoice it needs to clear?  

For example if I have input 3 separate line items each costing £7… 1 x Brake Pads (Front) £7, 1 x Brake Pads (Rear) £7 and 1 x Oil Filter £7 it is sending the invoices with just 3 x Oil Filter at £7 each (£21). No mention of either of the brake pads. Even though what I see when editing is correct. It is not sending what I have written? So customer invoices are incorrect. Need help please urgently.

The Overpayment of £15.13 to our supplier was an error on our part, which will need to be deducted when we make our next payment. I don't have anything to allocate it to and if I create a mock credit note I have no way of logging this except personal memory or notes off screen which is a problem since I may not be the personal allocating the payment next time. 1) How do I record it 2) Is there a way of flagging such issues on screen that you know of please?

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Cannot access my customers,invoices etc

Hi, we used to be able to change the options in the dropdown in profit & loss on the dashboard to various time periods including 'financial year to date', it's looking like this option is no longer available, has it been withdrawn?We found the financial year options more relevant for our business, any chance they could be reinstated if they have been withdrawn?

Hello, I am a photographer and have provided one of my clients with an online service selling images we took of his clients to them. My client would then receive the revenue from these sales. My client facilitated the shoot, I took the images and uploaded them to a gallery and his clients then bought them online using Stripe. Stripe then combined the sales revenue, removed their fees and sent me a consolidated (£147.50 revenue - 2.81 fees) = 144.69 which I have since created a Sales Receipt in QB - ref 152. I've since transferred to my client.I can't work out how to manage these transactions in QB. So far, I've created a separate supplier profile for my client and an 'Other Creditor' account type in my CoA. My thought was the stripe payout (£144.69) would go into the Other Creditor account and that'd then allow me to track the payment to my client.  However, it seems I can't do this. Can anyone tell me what I should be doing to manage this? 

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