sales invoice activity

Appreciate you for joining this thread, 185. I'll make sure you'll get accurate details for your concern.

Before that, I'd like to ask if you're using QuickBooks Online. If yes, we can run the Customer Contact List and Sales by Customer Details report. These reports can be filtered by customer type.

The steps below will walk you through the complete steps to generate these reports.

1. Log in to your QBO account and go to the Reports menu.
2. In the search bar, enter Customer Contact List and Sales by Customer Customer Detail report.
   

To filter the report properly, click the Customize button in the upper-right corner. In the Filter section, tick the Customer Type box and select your preferred type of customer. Here's a sample screenshot for reference:

Additionally, you can visit these articles to learn more about filtering and adding rows in the report:

• Customize reports in QuickBooks Online
• Memorize reports in QuickBooks Online

If you have other concerns about QuickBooks reports, please let me know. I'd love to help you resolve and figure them out. Take care and have a good one.

Welcome to this thread, @Kevin184.

Allow me to provide some additional details about returned checks.

I'd like to know where you sent the email if you don't mind sharing. Providing any additional details will help us isolate the issue and determine when you can expect a response regarding the email you sent.

If you sent the email to us, you can expect a response on 05/30/2023. Please be aware that Payment support is only available Monday through Friday from 6 AM to 6 PM PT.

Take note that a check bounces when your bank account has non-sufficient funds (NSF) or doesn’t have enough money to cover the check amount. When this happens, your bank charges you an NSF or bank fee. 

To learn more about this, I've gathered some relevant articles you may find helpful. It contains insights on how you plan to handle bounced checks:

• What to do if your check bounces and your bank account has non-sufficient funds
• Record a bounced check using an invoice in QuickBooks Online.

Please keep me updated if you have any other questions about returned checks. I'm here to provide support whenever you need it. Keep safe!

I can share some information about missing products and services in QuickBooks Online (QBO), LRhoades. 

As per checking, we have a recent incident involving missing products and services in QBO. Our engineers have successfully identified the root cause of this problem and have marked it as resolved.

Let's rule out a possible browser cache issue to isolate this. I'd suggest logging in to your QuickBooks Online account via a private window. This doesn't use the existing cache files, which makes it a good place to determine if this is a browser-related issue.

Here are the keyboard shortcuts: 

• Google Chrome: Ctrl + Shift + N
• Mozilla Firefox: Ctrl + Shift + P
• Microsoft Edge: Ctrl + Shift + P
• Safari: Command + Shift + N

Once logged in, try to check the product and services. If it works, I recommend clearing your browser's cache. Doing so will remove the historical data and access QuickBooks with a clean slate. You can also switch to a different supported browser.

Additionally, I've included these articles that'll help you manage your products and services in QuickBooks Online.

• Get Alerts for Low or Out of Stock Products
• Use Reports to See Your Sales and Inventory Status

Please come back and keep us posted on your progress in adding your items. I'm determined to get this resolved. Take care. 

Hello there, @Glen19. I'm here to ensure that you'll get to import your products in QuickBooks Online (QBO).

One of the possible reasons for encountering error messages when importing data in QuickBooks is that the file format is incorrect. To make sure that you'll be using the correct file format, I recommend downloading the CSV sample file and manually entering the products you want to import in QuickBooks.

Let me guide you through the steps on how to download the sample file:
 

1. In your QBO account, go to the Sales tab, then select Products and services.
2. On the Products and services page, click on the dropdown arrow next to the New button, then select Import.
   
   
    
3. Then click on Download a sample file.
   
   
    
4. You can then manually add the products in the Excel file that you want to import to QBO.

I also suggest importing your data by batch if your products and services exceed the limit of 100 items. 

For detailed information about formatting tips, kindly visit: Import products and services into QuickBooks Online.

However, if the issue persists, I recommend importing your data using a different browser or a private window. QBO can occasionally stop working properly since locally stored internet cache files can cause the product to behave unexpectedly due to overloaded site data. This can help us remove any cache-related matters that may have contributed to QBO's unusual behavior. 

Here's how to activate incognito mode in some of the most common online browsers:
 

• Google Chrome and Microsoft Edge: Ctrl+ Shift + N
• Mozilla Firefox: Ctrl + Shift + P
• Safari: Command + Option + P

If you can finally import your products and services with no error, it's safe to say that the browser has caused it. This can be fixed by clearing your cache and cookies. This helps refresh website preferences that might be causing problems when you use QuickBooks.

Moreover, I'll also share this article that can serve as your reference to know answers to the most frequently asked questions about importing: Common questions about importing data to QuickBooks Online.

I'm looking forward to getting this sorted out. Feel free to leave a reply if you require further assistance. The Community team always has your back. Have a good one.

Hi, RDAVIS5467.

Our live support is available M-F from 6 AM to 6 PM PT, and Saturdays from 6 AM to 3 PM PT only. The good news is that the Community forum is open 24/7 to cater to our customer's needs.

I want to take care of your concern firsthand on our page. With that, may I know what are you trying to achieve or what specific concern you need help with QuickBooks? This way, I'll be able to give you the right amount of information as quickly as possible.

Additional help is much appreciated. Just leave a comment below. Have a good one!

@jayanthi 1 

QBO India version is discontinued. You can use QBO Global version if required.

Thank you for reaching out here in the Community, @Temesia. I'll make sure to help you connect your bank to QuickBooks Online (QBO).

I'd appreciate additional information about this issue. I want to ask if you get an error message when you connect to the bank, so I can provide a resolution that fits your situation.

In the meantime, you can perform basic browser troubleshooting to improve and speed up your browser. You may be unable to connect to Westpac banking due to the number of cookies and caches.

Here's how:

1. Restart your browser.
2. You may run your payroll in an incognito or private browser. You can use these keyboard shortcuts to launch a new private window:

Google Chrome: press Ctrl + Shift + N

Mozilla Firefox: press Ctrl + Shift + P

Safari: press Command + Shift + N

If it works, you can return to your regular browser and clear your browser's cache. Then you may see if it fixes the problem and gets started on the tasks at hand. Nevertheless, you can use another supported browser.

Your transactions will automatically download once you connect your bank account to QBO. All you have to do is approve the way QuickBooks categorizes them. You may visit this page to learn more: Categorise and match online bank transactions in QuickBooks Online.

Let me know if you have further clarification or additional information about your bank connectivity or how to manage your bank transactions. I'll be around. I hope you have a beautiful day!

We appreciate you joining here in this thread, @Robinslay.

In order to assist you effectively, could you please provide us with more details about your situation? Specifically, let us know what specific setup is not functioning as expected and which Intuit product you are currently using. 

We would greatly appreciate it if you could share any screenshots or relevant information that you have. This additional information will help us gain a better understanding of your concern and allow us to provide you with the appropriate assistance.

We're looking forward to hearing back from you. Don't hesitate to drop a reply. The Community team always has your back. Have a good one!

We appreciate your time raising this concern with us, @mike-themauiartg. Rest assured, we'll get this fixed. 

If you are having trouble with logging in to you QuickBooks Online account. We can try to recover your Intuit Account if you can’t sign in.

We can also try troubleshooting your browser. Here's how: 

1. Open a new incognito browser shortcut:

• Google Chrome: press Ctrl + Shift + N 
• Mozilla Firefox: press Ctrl + Shift + P
• Safari: press Command + Shift + N

2. Log in to your QBO account (quickbooks.intuit.com)

If you can perform this without trouble, go back to your regular browser and clear its cache. 

May I also know the error message you've encountered while logging in? Any additional information about your concern would help us assist you. 

We are looking forward to hearing more from you. Feel free to reply below. Stay safe, have a good day.