Sales & Customers

I applied a credit memo to an invoice  when I should have refumded the credit memo instead.  How do I un-apply the credit?

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I have a new client that I just set up in QuickBooks for the 2024 year. They have a gift card that was purchased in December 2023 and was used in June 2024.  How do I record The previously purchased gift card into QuickBooks.

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We send out donation receipts to our donors. When I send them by email, QB gnerates a pdf attachment named "Sales Receipt <#> from <Charity Name>". How can I change the receipt name to be generated as "Donation Receipt <#> from <Charity Name>"?

When products, such as grain is hauled to the buyer, it is not invoiced to them. Those buyers keep the weight slips and pay when the haul is finished. They send a cheque with a copy of the weight slips and all the information about the payment. In the past, I have used a journal entry to post the income to Quickbooks.Is there a betterway?? 

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How do I post a journal entry to the accounts receivable general ledger without using a customer name, to correct an error?  

Hello, I am in the hospitality business.When customers book a stay in our hotel, we request that the total amount be paid upfront.We use Stripe to collect those payments and we receive weekly direct deposits.These are recorded as lump sums into an account we created called client deposits. Once the client checks in, we then create an invoice. I am looking for a way to pay off this invoice via the client deposit account I created. I cannot seem to figure this out without creating journal entries to move the funds from the deposit account. Any insight or help would be appreciated.  

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I accidentally marked an invoice as paid and I want to undo that

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What percentage I get charged if my customers use their credit card

I don’t want to edit the invoice, I want to edit the auto email template that gets sent to the customer with the invoice attached

Being new to this i thought i was doing something wrong... so for almost 2 hours i clicked around, quadrupled checked every possibility, searched the internet for answers.... then i tried a different browser (chrome) and my custom tax rate showed up.    In shock that it could be related to the browser, i opened up the first browser again and there was my custom tax rate ready for selecting in the first browser too (firefox).   So now i don't know what to think.  I was under the impression the tax would have been automatically applied based on the customers address which is in a different province from mine.   When that didn't happen i created the new custom tax rate with their provincial  HST rate.  Then for more than 90 minutes i wondered if i was doing something wrong.  It was super frustrating.  Now it appear quickbooks itself was taking a nap.  The next time something doesn

invoice reflecting actual income but reduced because of expenses

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How do I erase this requirement ????

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If I use the message will appear on estimate box, it doesn't appear on the Customer page