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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

We need to update our Services (names, prices, etc). Should we create new ones or change existing?

No text available

5 years ago

RWM_Ryan

asked in Sales & Customers

Changing line item on paid invoice

I have an invoice from a few months ago, that has long been paid, which contains an item that, at the time, was "special". As such, it wasn't either an inventory or non-inventory item...was simply a special item listed on THAT invoice.  Since then, this item has been added to our "non-inventory" items. Since it's essentially an outlier, it doesn't show up in the report for that specific non-inventory item. So....can I simply change that line item on that old paid invoice from "special" under Product/Service to it's correct Product/Service as a non-inventory item, or does that create other issues?

5 years ago

jlovink

asked in Sales & Customers

How do I return a payment from a customer they paid by their credit card

No text available

5 years ago

craftsmanexterio

asked in Sales & Customers

Receipt snap always askes for tax type, is there any way to automate that? its always the same anyways!

No text available

5 years ago

useroffice3

asked in Sales & Customers

Can someone recommend a pdf converter to csv to upload multiple bill statements and invoices all supplier bills arrive in pdf format

No text available

122

5 years ago

YM12

asked in Sales & Customers

While creating an invoice, can we see the history of the customer ?

How to see the history of the customer while creating an invoice

5 years ago

userkeepingclean-sf

asked in Sales & Customers

How do I take a credit off a customer account? Everytime I try to invoice this certain client, a $300 credit is applied, even though he hasn't paid.

No text available

5 years ago

safcanelectric

asked in Sales & Customers

How do I add interest on over due invoices and waht is the acceptable amount please?

No text available

5 years ago

usermedeirosdnelly

asked in Sales & Customers

How do I add a second email in customer info

No text available

5 years ago

Ryan-Coldwell

asked in Sales & Customers

When I try to edit an estimate, some items are missing, but I can see them on print preview, how can I bring them back when editing the estimate?

No text available

5 years ago

userahutter

asked in Sales & Customers

When trying to send or save invoices, I am told 'Oops something went wrong. Try again later' with no other details.

No text available

5 years ago

useronline-payments

asked in Sales & Customers

I am new to QBO and have not found yet how to accept a credit card payment over the phone, to apply to a clients invoice. How is this done in QBO?

No text available

5 years ago

userseblc-inc

asked in Sales & Customers

Hi I did my invoice but don’t see my tax

No text available

5 years ago

rick84

asked in Sales & Customers

M client has paid me some funds in advance. How do I handle a prepayment for invoices I will be submitting to this client?

*My Client

5 years ago

userivanautoglass

asked in Sales & Customers

Can I correct one of my invoice by mistake I press paid?

No text available

5 years ago

connie35

asked in Sales & Customers

Can you customize the invoices date to be Month Day Year instead of Day Month Year? Thanks

No text available

5 years ago

mobalignedmonton

asked in Sales & Customers

We have received payment for invoices yet it still shows a balance on customers that we know have paid? This is only on our phones not on the PC, can you help please?

No text available

5 years ago

userbotanicalcleanin

asked in Sales & Customers

I updated a clients name, and she's just informed me it's now showing the update on her invoices. How do I fix that?

No text available

5 years ago

userkristi

asked in Sales & Customers

Can I change the settings so that invoices are automatically created with the credit card option already checked off?

No text available

5 years ago

cris-selada

asked in Sales & Customers

Credit card issues

shows that we received payment but customer is informing us that has not seen this transaction in there end

5 years ago

rick24

asked in Sales & Customers

Can I add a new column to an invoice in the template ?

No text available

144

5 years ago

bdlproducts

asked in Sales & Customers

credits not appearing on printed invoices

I enter payments received against open invoice and it deducts the credit amount on the screen; however, when I print the invoice, the crdit amount is not deduted for the invoice total. How to remedy?

101

5 years ago

Melissafield

asked in Sales & Customers

how do I add a header to a QuickBooks statement?

I need to have QuickBooks statements pull from the "ship to" box instead of the "invoice to". Can someone please advise me on how to do this?? Currently using QuickBooks Desktop

245

5 years ago

alunahomestaging

asked in Sales & Customers

Can I pay invoice on behalf of client with their credit card

No text available

5 years ago

kendra-devoscoun

asked in Sales & Customers

How to edit the email template for receipt and invoice

No text available

5 years ago