Manage Customers and Income

No text available

They are grayed out from the beginning whether I create a new invoice from scratch or duplicate a prior one. I have been in every field to see if something will trigger "perceived completion" so they will convert to full color=functioning, but no luck. Additionally, when I close the invoice with the "x" it gives me an option to save and close but it just sits there instead of saving and closing.

I purchased gift cards via amazon for students - how should I show these as gift items? How should they be categorized?

est-ce qu'on peut le faire directement de quickbook vers Desjardins ou on doit utiliser une plateforme tierce?

i need an inventory management software to connect to quickbooks

No text available

No text available

No text available

No text available

No text available

No text available

My woocommerce store is connected to QBO and when you view the sales receipt, you can see how much was product, and how much was shipping. But as it just shows a total amount when reconciling, I don't know how to record the two different income types. Any help would be great, thank you!

Invoices are generated at the beginning of the month. Currently I just leave the over-payments in the un-categorized section until the next invoice is generated

No text available

We have a vendor that gives us a 2% discount if we pay the invoice within tens days. How do we apply the discount when we making payments?

No text available

When I create an estimate or invoice, when I’m done and save, they seem to disappear. When I search for them, it lists all my old estimates and invoices. When I search by date (created today) nothing is found. I have to restart the app several times before it will find them. Now today, when I open an estimate to look thru them, the scroll locks after a second or 2 and I can’t move up or down thru the estimate. I’m very fed up with Quickbooks and these stupid issues

For example - Each customer has a site number coded to their equipment, each invoice and purchase order should reference this site number, we added a custom field to the customers file and put the site number in this field. WE have this custom field show up on the purchase order or invoice. Will the data entered into the field on the customers profile carry over to the field on the purchase order if we choose that customer as the ship to?

No text available

No text available

How do I work off what I use in tolls each month off the total ??

My current subscription is QBOL Plus. Is there some way to downgrade and still automate the calculation of COGS?

Running a vat in debtors report as of feb28th for jan-feb 2025 vat return...the invoice was unpaid on feb28th, it was paid on mar 6th. but qbo has not included it in the unpaid invoices on feb28th

I send a invoice for my completed projects and some customers get the emails and some dont.

I NEED TO PRINT INVOICE BUT THERE IS NO DESCRIPTION ON THE INVOICE.