QuickBooks Q&amp;A

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okkie

If a customer account is overdue, how do I charge them interest?

Customer has agreed to settle 2 weeks from statement, which they have not done, how do I charge them 2,5% interest.

221

How to print delivery note from iPhone QuickBooks application - please add feature

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31

I would like to print delivery notes from the app. Any ideas how to do that?

No text available

11

If I have a quote that has products from various suppliers, how do I create a purchase order from the quote for each supplier?

I set up my inventory with a preferred supplier, how do I split the items on a purchase order from a quote to the different suppliers, without having to go check who was listed as the preferred supplier on each inventory item and manually create a PO for every supplier?

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M

How can I add a customer to a "Multi-use payment link" after it has been paid?

S

staugustinehouseplans

Other Questions

"Customer X" has paid retainer by a "Multi-use payment link".I want to show up when I click on Customers -> "Customer X" How can I add a customer to a "Multi-use payment link" after it has been paid?

31

Updating Invoice (Tracking Number) retrospectively

Capstone-33

Other Questions

Good day to all,Is it possible to retrospectively update the 'Tracking Number' field on an Invoice via an .xls or .csv file import containing:Inv No, Tracking Number9999, XXXXXXXXXXXXXXXSecond field alpha/numeric(15)

31

N

naomiclarke

Should i when typing a invoice for a customer must i select inclusive of tax or exclusive of tax in the amounts are collum?

Should i select exclusive of tax or inclusive of tax on my customer invoice, What do i do?

31

Should i when typing a invoice for a customer must i select inclusive of tax or exclusive of tax in the amounts are collum?

Should i select exclusive of tax or inclusive of tax on my customer invoice, What do i do?

61

How do I allocate a customer to a sales rep so I can produce reports per rep?

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101

I need assistance with my account

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51

Has anyone experienced issues where emails don't work when added as user. Keeps giving me a unavailable notice on certain emails

For some reason it only allows certain emails to be added but not other Im at a loss any solves?

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S

sales294

Quickbooks does not wanted too save my invoice?

I keeps giving message retry again

11

N

nicolette1

I want to create a new expense account called "staff welfare"but I'm not what to select under "detail type".

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51

How does one add a new expense account?

i want to create a new expense account called "staff welfare" for expenses not related to sales, but rather general expenses such as meals, refreshments, etc.

831

Can I post a bill payment to the Supplier account when I am still waiting for the supplier invoice?

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31

How to enter a journal that includes vat ?

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31

Cant copy text in body of mail (of Tax invoice) after sending via Outlook

Hey everyone,We send all our QB quotes, invoices etc  via Outlook.When sending a quote, you can copy the text in the quote in the sent PDF.When sending a invoice, its not allowing you to copy the text in the invoice in the sent PDF.Any idea why?Some of our invoices are VERY lengthy in terms of work done OR its 2 - 3 pages and client then has to manually sit every month to type it out.When you open the physical invoice in QB, print it to PDF then it allows you to copy the text.Its like its a safety feature or something that gets created when getting sent out?

101

Can I recover my product items list?

I seem to have lost my entire product item list and any history of invoices. How can this be restored?

51

Can not review an quotation to edit the quote ?

I can not review an already raised quotation to edit the quote. Quick books does not recognize the quote number ?

51

Hello I am not finding the email option under my custom reports - edit ....email tab

I would like to automate sending emailed custom reports

31

Importing updated products and service list

Good day I am new to Quickbooks Online. Please assist me with the following. I had mistakes in my Products and Service List. I exported the list and I made the necessary changes. I now want to import this back into quickbooks online.  If I import it directly, will it create duplicate items and if so, how do I avoid it?  Thanks Carel Smith 

162

U

userqbo1

How can I sort my Bank Feed order to show the most used accounts first?

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31

Can i add a markup column for quotations in essentials as like in desktop?

desktop pro had a markup column for quotations where you select the percentage markup for an item and then calculates your profit at the bottom.  this is really helpful when preparing quotations

11

All my data appears to be missing on my mobile phone app. This includes saved products, previous quotes and invoices etc. How do I retrieve this information?

No text available

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C