Sales & Customers

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Link my td account

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How to change bills to receipts?

Some items on my estimate are on back order, but I wish to invoice what I do have ready. How do I do this?

I was also missing two weeks worth of bank feeds entirely the month of August. Does this have to do with the recent Scotiabank platform update?

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The GST on my invoice should have been $249.86 on $4997.25.The auto calculation says 5% on $4997.25 is $249.82 which is wrong. So now my invoice does not match what I got paid.

I have made sure that our invoices clearly note our email address for e-transfers, however the email address that it's sending from, or the reply to address is a different personal email address that we likely used when we setup our QBO account. I have gone into settings and can't see how to change that. It says my customer facing email address is correct. I have sent test invoices to myself and it's coming from the wrong address. Help please 🙂

Want to have interest accrued on customer invoices that are paid late.

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It says there are no items on this payment

In Quebec Canada we have 2 taxes. GST and QSTLegally we need to show them BOTH on the invoice I am importing a custom form style. https://app.qbo.intuit.com/app/formstylesBut in my field mapping I don't have tag assignation for both taxes. They only show as a total.Which is NOT LEGAL in Canada How do we fix this?

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In Quickbooks Desktop I was able to assess finance charges on my outstanding accounts receivable and send statements to clients with past due balances. In Quickbooks Online I can only figure out how to send statements, but not how to add /assess finance charges. Quickbooks Desktop made it easy and calculated it and posted the "Interest Invoice". Will I have to manually do this in QBO? I hope not, that's a massive PITA.

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Currently I am not able to change this message if I set CC payments as an option

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Wondering if it is possible to scan sku to create an estimate? Way too time consuming to look up the item.

Deleted invoice

If you are a user of QB Time and you create invoices from the billable time entries be aware with the latest update that the billable time of terminated (inactive) employees will be missing from your invoices if the employee was terminated before you created that invoice.  When you go to approve the time of your staff the terminated employee does not show up to approve.  You may not even be aware of this if you have lots of staff.  When you then go to create your invoices and import that billable time on the invoice the terminated employees billable time will be missing.   Example - Employee became inactive at end of month of August after entering all of their billable entries for August in QBTime.  All employees times for August is approved in QBTime on September 13 and exported to create invoices.  Inactive employees time for all of August is missing from billing because that employee is no longer showing for the time approval.  The system

When customizing the template - it won't allow me to check the "Project" box to view on the screen, only allows to check the "Print" box.

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