Sales & Customers

No text available

I'm having trouble closing one of my invoices it won't register the payment.

No text available

I'm trying to deactivate customers who we know we will never work with again. There is one, for example, who we had created a project for, but it didn't go anywhere, there is no time there is no invoice, the project is marked as cancelled, and I'm unable to deactivate the customer because I'm getting a message that says "If this customer has active projects, it will not be made inactive". However there are ZERO active projects, and it will not let me deactivate the client. We have other customers with multiple completed projects and transactions that we also want to deactivate. The solution proposed to me by Support when I reached out, was to remove every single transaction from being linked to the project, delete the project, then I can deactivate the customer. That really doesn't work for us. This seems to be a bug, and I'm wondering if anyone has found a better solution?

I have QBO Accountant and cannot add late fees to outstanding invoices. Do I have to subscribe to QBO Advanced just to get this option?

Help

Is there a way to set-up recurring transactions so that the service period dates are shown and change each time it's created & sent?We send out monthly invoices for ongoing continued services. It would be helpful if each invoice could auto-fill with the month for which it covers. I know about the "service date" option in "sales form content" menu, but would that update each month? also, it is only one date, whereas a range would be better for this. Anyone have suggestions on how to do this? At the moment we include a line saying the invoice is for the service period beginning on the date of the invoice, but it would be nice to be more specific.

I'm encountering an issue with enabling online payments for multi-currency invoices. Although I have purchased a plan that supports multiple currencies, I'm unable to enable online payment options for invoices issued in USD. Despite ensuring the settings are enabled, the option remains off when I attempt to finalize the invoice. Could you please assist me in resolving this issue? Thank you.

No text available

I have 2 business' in my Qb account, didn't realize I was in the wrong business

No text available

I have a client in the US and when I send an invoice there is no option to pay, why is that?

No text available

I'm using Quickbooks Desktop Premier. When using the "add time/costs" feature - mileage tab while creating an invoice,  I want to see the notes I've recorded in "track vehicle mileage". How do I edit the window to show me those "notes" instead of the item "description" that it's currently set to?

Can the payment be received to the US bank when invoice was issued in British Pounds

No text available

Can I send customer statements from iPad?

No text available

Updated the complete Information in settings changing the address. But invoices I send to clients have the old address on them still.

I want to take money directly from clients bank account every month. I do not have the "Quickbooks payment- bank" in the drop down menu of payment method in sales receipt. (which is shown in other youtube videos. I do have "quickbooks payment- credit card" which I have been using. I just want to give clients another option to pay/ don't have credit card/ or who doesn't want the write down credit card info. Why is this not showing up? Thanks!

so the product I can map to the correct inventory account and the correct income account but when I try to map to cost of goos sold account it does not show up in the list or if I type the account number I have assigned

i have a little bit of inventory, but it is all obsoletei plan to set the qty on hand to 0 and assign it to COGS - Obsolete Inventorythen migrate to QBO Essentials, since Inventory was the only thing in Plus i would needmy year end is Nov 30when i do my taxes at the end of the year, will the COGS accounts have everything i needdo i need to run Plus until year end and then switch to Essentials?

No text available

Is there a way to automatically set an expiration date when creating a estimate in QuickBooks Online? For example, I want the expiration date to be +30 days from the creation date. Currently, when I create a estimate, the expiration date field is blank, and I have to enter the date manually each time.  

1. Ability to include current period in recurring invoices. You have to manually enter the service date on every recurring invoice if the customer desires it, so it can be a nuisance and defeats the purpose of recurring invoices in that sense. This would be very helpful and save time and confusion. 2. Ability to create a payment link from selected invoices Create a payment link with the invoice number(s) and the total of all selected invoices This would be great, thanks. Also I tried to submit feedback within QBO a few times and it doesn't do anything.