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QuickBooks News

QuickBooks News

QuickBooks News

467 Topics
651 Replies

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467 Topics

nharvey-sirokygr

asked in QuickBooks News

In the Customer records I don't see unique Codes, the only data that makes a record unique is name. Is there an option to turn on codes?

No text available

11

asked in QuickBooks News

Does anyone else here have the issue of the "message to customer" section in custom form styles being deleted? I input a set message for estimates under 1000 words too.

Does anyone else here have the issue of the "message to customer" section in custom form styles being deleted? I input a message for estimates under 1000 words too to well within the word limit.The odd this is that when I add the message and save, it stays there just fine until I log out of QBO.When I log back in it's removed. Very annoying and has effected work flow as the custom message is basically our terms for estimates and invoices.

161

asked in QuickBooks News

My client is planning to transition from Sage Business Vision to QBO. Is there any limitation with inventory module?

No text available

87

asked in QuickBooks News

Jobber I can make multiple line items inside of a quote/estimate these line items being optional. The client can check off which item they want. How do I do this in QBO?

No text available

21

etoileperreault7

asked in QuickBooks News

If the company is Alberta based, but travelled to Ontario and purchased meals etc. What do I put under the taxes column when categorizing?

No text available

11

asked in QuickBooks News

Is there a way to create an order confirmation to send to customer after they purchase a product?Thank-youMerriam

No text available

01

asked in QuickBooks News

How to create work order template

No text available

21

370564402-qq-com

asked in QuickBooks News

If i refund partially customer money without the return of products. how should i deal with the refund forms differently?

No text available

11

christineekurbis

asked in QuickBooks News

Does anyone know how to change the name of a customer? I’ve been looking for online help but the videos show different Quick Book versions.

No text available

31

maplecreekconstr

asked in QuickBooks News

How to add income category ?

No text available

31

asked in QuickBooks News

Can we set up a payment thank you similar to what you receive when QB receives your monthly payment?

No text available

11

rlpenfield-shaw-

asked in QuickBooks News

How do I set the price of a service is in USD when my home currency is CAD (I have set up multicurrency)?

I have set up multicurrency and added a USD-based customer.  When setting up the service fees for that customer, I can only enter the fee in CAD, which will not work because the contract fee is in USD.  QB support suggested setting up a price rule via Products and Services in Sales tab in Account and Settings.  I do not have that as an option.  The only options are Show Product/Service on sales forms, Show SKU column, and Track quantity and price/rate.

314

norm-xu-gmail-co

asked in QuickBooks News

Can I create and add expenses category by myself? I want to add a specific category for my Gas Receipt and didn't find a way to do. Thank you!

No text available

01

asked in QuickBooks News

How do you record category items using Samsung Dex in QuickBooks online?

When filling in a Cheque QuickBooks won't let me put in the category details in Android tablet

11

val-themetrohall

asked in QuickBooks News

How to reverse a refund processed through visa

No text available

31

lana-h94-hotmail

asked in QuickBooks News

Can I set up a category for separating personel charges on company credit card?

No text available

01

terri-kegncork-c

asked in QuickBooks News

I there a way to set up price rules based on the cost of an Item.Looking to set up a price rule that would be cost plus 10%

No text available

92

angela-vavava-ca

asked in QuickBooks News

Anyone know what/where to find customer ID and User ID for syncing BMO? There are no indications to what they are referring to connect the account.

No text available

776

asked in QuickBooks News

When receiving inventory how do you go about adding it into your inventory count?I have an invoice and want to add what I received to my inventory and set up payable

No text available

21

1935 1446 9986 659

asked in QuickBooks News

HI! I would like to associate the cost of Nanopay with the customer who made the payment. How do I know what payment corresponds to that cost?

No text available

01

payments-traintu

asked in QuickBooks News

I am unable to see Multi-Currency option in Advanced Settings Tab. It is absent. I only see a Home Currency option. How do I bill my US customers in USD ?

To accept payments in different currency, QB offers a multi-currency tab that needs to be enabled first. I don't have that option present at all. What should I do to bill my customers in USD?

152

brancodiana93-gm

asked in QuickBooks News

Why does not received payments show up as paid?

Why does not received payments show up as paid?

41

edwfarmscochrane

asked in QuickBooks News

Is it possible to pass the Quickbooks Credit Card fee onto the customer online?

I have recently completed my year end and found that over $4000.00 was spent on the Credit Card percentage that Quickbook tags on for use of their online payments. How do I change settings so the customer is charged the CC percentage and it is not removed from my bottom line?

312

lesagepropertyma

asked in QuickBooks News

All my customers have disappeared in my QuickBooks. Can't look up their history or anything. Is this a glitch? Can I get them back somehow?

No text available

31

ieva-mckenty-pro

asked in QuickBooks News

Can I assign a class by category? In other words, assign every transaction within a specific category/account to a specific class? Or do I have to click through each one?

I am adding Classes to a set of transactions that have already been categorized.

21

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