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Home
QuickBooks Q&A (AU)
Manage customers and Income

Manage customers and Income

1,636 Topics
2,901 Replies

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1636 Topics

asked in Manage customers and Income

Invoicing

I have a client who receives money (a deposit) on work he is about to perform before an invoice has been raised.  Currently they code the money to Sales and manually record the payment on a piece of paper.  Then once the invoice is finalized they then type the deposit amount paid into the "Deposit" section on the invoice so the client knows what the balance owing is.However, this is then causing huge problems with their records as they are effectively accounting for the deposit income twice and the bank balance is out of balance!I have tried to work out what they should be doing online but it isn't that easy to follow!  I would have thought they should be putting the payment under the clients ledger and allocating the amount to say a prepayment liability.  Then when they generate an invoice for the client they have the option of using that amount previously allocated to them???

5 years ago

kevin33

asked in Manage customers and Income

Hi i deleted some invoices and data i wasnt meant to today. trying to help the accountant. i want to know is there a way to restore my quick books back to another day.

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5 years ago

tony93

asked in Manage customers and Income

Inadvertently deleted an unpaid invoice from back in January 2020. Any way of recovering this ?

No text available

5 years ago

usertrcullen61

asked in Manage customers and Income

"Some of my clients can’t open the tax invoice I send to them. Has anyone else had this problem?

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5 years ago

accounts104

asked in Manage customers and Income

Hi i am wanting to set up email reminders for my customers, not for overdue invoices, but for general service related business, is this possible or is there an APP

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5 years ago

monica35

asked in Manage customers and Income

How to make the invoice fit on a4 paper?

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5 years ago

jkluxelocksperth

asked in Manage customers and Income

I cannot see where I put my abn? I need this shown on my invoice

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5 years ago

ultrashine77

asked in Manage customers and Income

All my information has gone,, invoices, customers , suppliers everything ? What do I do?

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5 years ago

mishhobbs84

asked in Manage customers and Income

Why is there nowhere to add my ABN so it shows on my invoices? Also bank account details for payment. This app is very difficult to use now

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5 years ago

info1370

asked in Manage customers and Income

Hi i have double invoiced and its reflected in my profit and loss hw do i fix without sending to client ? tia

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5 years ago

phoenixpetsuppli

asked in Manage customers and Income

If some customers are invoiced but others are not, how do I process the payment for those who don't have an invoice? Do I just code it to "Sales of Product Income"?

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5 years ago

newphase_solutio

asked in Manage customers and Income

How to apply a part payment to an invoice

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5 years ago

warwickwood

asked in Manage customers and Income

I would like customers to be able to pay QB invoices by credit card. We've tried the PayPal integration and are unhappy with PayPal. Is QB looking at other options?

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132

5 years ago

kjfsdghikshdfrg

asked in Manage customers and Income

Need help setting up the following, Quickbooks say it is not supported. Invoice client->balance to 3rd party->bank transaction 3rd party->add 3rd party fees->$0 client AR

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5 years ago

arthataxac

asked in Manage customers and Income

How do i apply credit to a particular invoice

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5 years ago

moyzie

asked in Manage customers and Income

why can't I get rid of paypal popup

I have tried numerous things suggested in posts to remove paypal question from my quickbooks  and nothing has worked. It is really annoying having to stop close the popup and start again. I don't have paypal connected and have removed the direct debit option from customers info cards. it is blank and still this stupid popup comes up. I'm using chrome on windows10 

5 years ago

alex-reflexdigit

asked in Manage customers and Income

Can I have Paypal Payment option only on particular invoices? Also is there a way to add PPal fees to customer invoice?

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113

5 years ago

dillyd79-hotmail

asked in Manage customers and Income

How do I create a no tax invoice?

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5 years ago

theblanchettes

asked in Manage customers and Income

Is there a way to have a text line on a customer invoice without $0.00 showing in the amount column?

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5 years ago

lithgowrailwaywo

asked in Manage customers and Income

CAN YOU EDIT CUSTOMER IN A PROJECT

I SEE WE CAN EDIT A PROJECT NAME BUT WE NEED TO BE ABLE TO CHANGE THE CUSTOMER. I ALWAYS HAVE TO DELETE THE PROJECT ONLY T CREATE IT AGAIN WITH A DIFFERENCE CUSTOMER.

5 years ago

vinit2vinaya

asked in Manage customers and Income

Hi, I can't see my ABN on printed invoice. Please help. Customers can't see on invoice

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