Manage customers and Income

we are a property management business who recently switched from Desktop to QBO. We could no longer use desktop due to country restrictions. In Desktop we had a recurring entry that calculated our income over received rent, tax and the amount payable to the client. The imported journal entry does not seem to be able to do this but it is crucial. Any ideas?

I do all my work for one building company i need to search invoices by the street location is this possible

For eg :- INV001 appears against more than one customers. Any one can help us to understand why this is happening and how we can solve

I have entered the bank details in Settings - Sales - Invoice Payments Section and these appear when entering a sales invoice in the Customer Payments section. However, in many cases these details are not showing up on the pdf received by the customer. I have asked QuickBooks directly but the 'fix' didn't work for long!

Quickbooks cannot find the page "Add New Customer" Help

I need to talk to customer service for quickbooks desktop regarding my invoice.

Hi! I am in 2024 Desktop Premier Plus - Manufacturing and Wholesale. And just last week under my customer center, I have main customers and then I create jobs under them and when doing so it brings in the main information of address, phone numbers etc. and on Thursday last week it started bringing that page in blank. Rebuilt my data file already. (screenshot removed for security purposes.)  

In QuickBooks Enterprise Desktop (Contactors Edition) we had a standard report available called Job (called Projects in QBO) Profitability Summary report. It showed Act Cost, Act Revenue and $ Diff. by Job name.This is a quick view report for management but I have not been able to duplicate or modify a report in QBO to achieve the same results. Suggestions?

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I had set Invoice templates before , and cant seem find how to access them ?

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Is there an addon that will work with Dtools & give me quantity invoicing? My Company part invoice - % doesn't always work ie 33% & Totals mean that you have to work out pricing line by line. Neither option is great - % gives you inventory issues & Price totals is not great for productivity.

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Retention (holding back 5–10% until the job is signed off) is standard practice in construction contracts, but QBO doesn't have a built-in retention feature. That means most of us have had to figure out our own workaround.We'd love to hear how you manage it:- Do you use a separate 'Retention Receivable/Payable' account?- Do you adjust invoices or use credit notes?- How do you make sure the retention shows clearly on your balance sheet?If you've cracked it, please share your setup — it would help a lot of people in the same boat!

  We’d love to support you on your journey with invoicing.   If you’ve got any questions, select ‘reply’ to post a question in this thread and have your questions answered by qualified QuickBooks Online experts.   Hopefully, you’ll help other QuickBooks users with the same questions out in the process!   Did you check out our Customise invoices, quotes, and sales receipts in QuickBooks Online help article?

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In the past it was possible to add a delayed charge to an invoice already created (an arrow at the top right that would show the delayed charges that could be added), but I can't see the option now

Hi I have just registered for gst, I am a sole trader. Can anyone tell me how I set this up on QuickBooks please.

Can I issue a receipt for a direct credit into our account?

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invoiced $142.50 Paid $187.00

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