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Home
QuickBooks Q&A (CA)
Sales & Customers

Sales & Customers

3,936 Topics
7,034 Replies

All Topics
Questions
Conversations
Ideas

3936 Topics

asked in Sales & Customers

Can I do a quote for a customer using QuickBooks

No text available

114

5 years ago

mohsin-k

asked in Sales & Customers

I want to remove tags option from my invoices/sales receipts templates

No text available

5 years ago

userleonardmwollman

asked in Sales & Customers

How to turn a estimate into a invoice?

No text available

5 years ago

twalker

asked in Sales & Customers

Can I filter the attachments particularly non-linked attachments? I want to ensure all attachments have been linked.

No text available

359

5 years ago

Diane18

asked in Sales & Customers

How do I enter a payment for a recorded bad debt

Back in 2007, we wrote off an invoice as a bad debt.  Yesterday (Feb 10, 2021) I received a cheque in the mail for the full amount of the bad debt.  Can you believe that?  How do I record the deposit when it was written off?  How would I reverse it?

5 years ago

ms-punampathak

asked in Sales & Customers

How do I run a report that shows overdue invoices

No text available

5 years ago

DebGer

asked in Sales & Customers

EFT was done debiting customer's account not crediting it

We can process an EFT from our customer's account into ours to pay his invoices.  That EFT was accidentally done to debit his account this time.  We have since credited his bank account double.  Once to cover the invoice and once to reverse the error.  How do I match up these transactions from the bank in QBO 

5 years ago

dlou

asked in Sales & Customers

Should the invoice CSV upload require two lines for a single invoice with a Product/Service and Description?

My invoices successfully upload except when I have both a Product/Service and a Description.

5 years ago

9130 3496 4870 1816

asked in Sales & Customers

How can I enter a split payment in sales receipt? Or how can I change a sales receipt to an invoice?

No text available

5 years ago

dawn46

asked in Sales & Customers

How to invoice a customer so they pay half up front now and half in 3 months. bill is $5000 and I want them to pay only $2500 now. How do I invoice this?

No text available

152

5 years ago

Mary107

asked in Sales & Customers

Extra payments to Vendors

Hello, As a gift, I sometimes overpay my vendor invoices, how do I adjust my bill on Quickbooks to reflect my over-payment?Do I create a new "gifts" account in my chart of accounts? Thank you!

135

5 years ago

jackntools

asked in Sales & Customers

How to give someone estimate for the job

No text available

5 years ago

jimmyestewart

asked in Sales & Customers

I want to make a electronic copy of a invoice and send it to my customer via my email.

No text available

5 years ago

userbjmurf

asked in Sales & Customers

I have Self Employed version. I have a list of transactions (scanned receipts). How can I get that list exported as a CSV or Excel file?

No text available

102

5 years ago

nik-lacroix-gmai

asked in Sales & Customers

I have summited an invoice for payment with the wrong date. is there any way I can go back and fix this?

No text available

5 years ago

js25

asked in Sales & Customers

In Quickbooks online, I cannot receive a receivable with existing credit. Is there alternative way to do this? Thank you. Jay

No text available

5 years ago

quinnmanderson

asked in Sales & Customers

How do I post a credit invoice for material I returned to a supplier?

No text available

5 years ago

LGD

asked in Sales & Customers

After an invoice is sent to a client , it does not show as a sent email in my email account so I cannot confirm the clien t received it

No text available

5 years ago

manrajdeepsingh8

asked in Sales & Customers

I worked on a site which is shared by 4 different companies. they all want separate invoice. how do i do that?

No text available

5 years ago

Mary107

asked in Sales & Customers

Credit on an Invoice

Hello, When wanting to invoice a client with a credit: When creating an invoice under the item section, does one select "credit" or "credit/refund adjustments" Should its sub-account be a cost of goods sold or an expense account? Thank you!

5 years ago

ash15

asked in Sales & Customers

We have just finished importing over from Sage 50 desktop and are having issues with assigning a salesman to each customer to track their sales for commission purposes.

No text available

5 years ago

LovePS

asked in Sales & Customers

Include Project on Invoices

The ability to track invoices against projects is great, but this feature is half-finished. We need a way to show that detail on the invoice. I choose the project before generating an invoice, but only the customer name comes through. There is a workaround to include a custom field with the project name, but now I am typing the same project info over and over again. The project name should also be in the subject line for emails.

135

5 years ago

userinvoicing

asked in Sales & Customers

Remove company logo and add new one that is in my pictures on computer?

No text available

5 years ago

jgoforth-safeloc

asked in Sales & Customers

Can you create custom memos that for tracking multiple PO Numbers from external receipts to be stored with the Estimate/Invoices inside QB Ituit (Not QBO/Web)

No text available

5 years ago