Sales & Customers

I think this shifted when we moved from Desktop to Online but I don't know how to get the sales receipts to move into just numbers

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I keep having to manually re-set this toggle because QBO seems to think they're being helpful. Who are you to decide whether I should want this feature enabled? In what way does this get me paid faster? Total inanity. Let me administer my own account. Stop this nonsense.

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do i need to adjust the cost price in the products and service area

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I added a new user to my QBO online account with the role set to "Standard limited customers and vendors." She sent an invoice and the subject line and body was completely different than what I have set in our account. It actually said my name instead of the company name. Here's the area I'm talking about. How do I make sure all the messages she sends uses the same templates we've already set up? If she goes into her settings it says that she does not have permission to edit these. I need to know ASAP. 

I need some help, I our company has Quicbooks desktops that automatically syncs to t-sheets. However I recently added new customers / job to my desktop application, and it is not showing up under any clients in my t-sheets, I am not sure what I am doing wrong. 

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I set up the monthly memorized transactions, to be automatically entered starting from, say January. It is now August, so I have 8 transactions to be automatically entered. It seems that the only way to do this is close my company file, and when it re-opens, there is the prompt to enter those 8 transactions. Is there a way to do this without closing the company file? Thank you.

can i recall an invoice sent this morning?

I have tried contacting support through the online portal and they keep telling me its not their expertise and give me a phone call. Problem is that I am at work and cannot speak on the phone. But if other people are having the issue then I know its not just me.When I go to record the payment and search by invoice number, the correct invoice shows but the customer information in the top left is blank.

Hello,We are encountering a new issue in QuickBooks. As shown in the attached screenshot, our customer paid the total amount for three bills. After recording the check, all three bills show as paid. However, the bottom left corner of the page still indicates that the last bill is unpaid and it is being applied in subsequent calculations. This issue is causing confusion for both us and our customer.Could anyone help us resolve this problem?Thank you in advance! 

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This is something you can do in Sage and I found it a very useful feature.    It would also be great if you could set a specific product/service type for a customer since I am also entering the same produce name for each entry.

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