Sales & Customers

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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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With one customer , I am suddenly receiving delivery errors when i attempt to send invoice from the QuickTime app .

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I had to make  the Item description field deep enough  to accomodate 3 lines of description but it doesn't move (cuts off) if I have 5 lines of description like QB Desktop did??

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I want to add to my invoice payment terms that there will be 2% interest charge compounded monthly.  How do I do that?  

The quote has the price but no writing on them.

I have set up a COA, this has 4 different sales P&L account codes depending on which type of sale we are doing. How do I select the one I want to code to when raising a sales invoice as all I have to choose from is sales or hours and sales defaults to one of the accounts only.I am shocked at how difficult this system is compared to Xero or Sage.  And the chat help people seem to have no knowledge of accounting whatsoever so I've given up asking them anything 😞

Client did not proceed with estimate and estimate is a year old so how do you close it?

What number should I give Delayed Charge?

What is shown in the Receive Payments window contradicts the statement that American Express is not supported. Please clarify.

How can I retrieving an invoice?

I need to know if I have the option to process credit card payments manually and if so. How do I proceed?

youtube video referred to late fees setting in sales 

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How do i add a discount line to an invoice

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