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QuickBooks Q&A
Manage Customers and Income

Manage Customers and Income

Manage Customers and Income

860 Topics
1,494 Replies

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860 Topics

Manage Customers and Income

How to arrange suppliers/customer lists in date order?

my lists jump dates from old dates to newer dates then back to old dates. very difficult to find transactions

01

Manage Customers and Income

I run a guest house. how do I proceed with an invoice ( no paymment received) when the guest has cancelled his stay?

No text available

41

ellen-aagas-co-z

Manage Customers and Income

A/r ageing values change when exporting. When exporting to pdf the values are correct, but when eporting to excel the values change. Changes occur per customer and total

No text available

11

cpretorius14-gma

Manage Customers and Income

Hi how do i do stock control with QB Online

No text available

21

Manage Customers and Income

How do I make inactive stock active?

No text available

31

Manage Customers and Income

How can i access my chart of accounts codes

No text available

31

Manage Customers and Income

If i issued two invoices and after saving realised I used credit instead of Invoice type transactions. can I change the type or must I redo the entire transactions?

No text available

41

Manage Customers and Income

I need to edit an invoice. The advice you provide does not work

No text available

01

Manage Customers and Income

We require a specific design for our invoices, the current templates are not adequate - is there a site or reference for customised invoices?

No text available

61

Manage Customers and Income

Good day received a payment from a client using a home currency though we bill them using foreign currency, cant link the payment as it doesnt pick up the open invoce

No text available

61

viljoen-gudgu-co

Manage Customers and Income

We are trying to make contact with Quickbooks but no one is getting back to us. What do we do?

No text available

11

Manage Customers and Income

How do I open customers from Sales

it keeps telling me to make a valid entry?

11

Manage Customers and Income

Csn the system give line level or item-wise discounts. I checked on the gear icon and it only allows me to enable discount below the invoice

No text available

11

info-hoekkraaltj

Manage Customers and Income

I manually uploaded my transactions from my bank, how do I allocate invoice payments to customers. Instructions dont work

No text available

31

rene-accugrow-co

Manage Customers and Income

How can I add a Detail Type on my Chart of Accounts?

No text available

41

Manage Customers and Income

Goodday - I am wanting to add debtor account numbers to my customers. Can anyone help?

No text available

21

Manage Customers and Income

Is there a way of automatically notifying a client (eg sms from QB online) that a quote/invoice has been sent?

No text available

112

finance-bonganit

Manage Customers and Income

Can the accounts reveiable age analysis report run according to invoice dates and not the invoice due dates?

No text available

111

cheri-tombo-co-z

Manage Customers and Income

How do I have cost of sales per invoice and then record cost of sales on payments made?

No text available

11

Manage Customers and Income

Hi. How can I add an account limit to a client so that if open invoices exceed this amount, it does not allow new invoices to be processed.

No text available

12

selectivecooling

Manage Customers and Income

Can someone assist please my invoiced out amount and my income sales amount dont match.

No text available

41

executive-bongan

Manage Customers and Income

I WANT TO ADD GROUP ACCOUNTS SO THAT ALL THE SAME ITEM IS UNDER ON HEADING GROUP. E.G ADD A PETTY CASH GROUP AND ADD ALL THE PETTY CASH ACCOUNTS UNDER THAT GROUP

No text available

11

Manage Customers and Income

Match an invoice to a credit note

No text available

31

shannonq-ot-gmai

Manage Customers and Income

Can I edit a customised column when creating an invoice? I imported an invoice template but I can't actually input into a custom field.

No text available

01

Manage Customers and Income

Does Quickbooks Online track Customer Account Credit Limits ? I do not find the Credit Limit field on the Customer Account settings. Please help?

No text available

111

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