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Home
QuickBooks Q&A
Sales & Customers

Sales & Customers

Sales & Customers

3,930 Topics
7,026 Replies

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3930 Topics

Sales & Customers

How to create different invoice templates for different customers?

No text available

21

karasik054-gmail

Sales & Customers

Hi every time when I'm creating invoice and when I do save the invoice automatically marked as paid can I get some help with that

It seems like there is a bug

41

info-alkoelectri

Sales & Customers

Invoice emails not sending

Email addresses are correct. Even tried to send one to myself to double check. Everything come back with delivery error. I also did not get emails from qbo about auto payroll which I reviever every other week automatically

11

Sales & Customers

QBO - If I want to prepare an invoice in advance can I set it automatically send on a specfic date? Is this what delayed charge is for in new transactions?

I don't want recurring because it is only a one time appointment.  But if that is the only way to do it I guess I could put the end date the next day....

31

sbotez-bewhere-c

Sales & Customers

When updating a customer address, all previous transactions are changing (billing address on old invoices are missing the company name).

Updating the customer address, at one point in time it should not affect the past transactions (prior the change of the billing address).   It is not changing only the address but the name of the company is disappearing completely from the billing address, on old transactions/invoices.

31

misterfixnow-gma

Sales & Customers

Why can I not create an expense from a receipt????? What is this error?? This is one of THE MAIN FEATURES OF THIS APP!!! What is going on?!?!!

No text available

01

mmepropertyservi

Sales & Customers

Why am I now unable to upload my receipt on mobile app? It keeps telling me to log in on a computer, but I only use mobile app.

No text available

41

cburkecnc-hotmai

Sales & Customers

I can’t get my receipt snap function to work as the green shape to crop I’d not working! Any ideas?

No text available

21

Sales & Customers

The receipt capture green box no longer shows up

No text available

81

shtipovana-gmail

Sales & Customers

Can you fix the issue with my snap receipt?

Receipt snap function stopped working. When I tried to create expense it’s showing that “Create expenseValidation failed: Were sorry, QuickBooks encountered an error while calculating tax. Try reselecting the tax rate or reentering the product/service item and saving the form again.”

31

farewellelectric

Sales & Customers

I am trying to snap receipts and create expenses from said receipts. And, I am continuing to get errors saying I need to check it again or use the computer

No text available

11

info-fisherandmi

Sales & Customers

Can I pay subcontractors (not on payroll) direct deposit through QBO? They are emailing me invoices from their QB accounts, but i can't figure out how to pay them.

No text available

31

aspen-kirschgrou

Sales & Customers

Client is not able to pay with credit card on their invoice. The online payments is set to "on" and it is giving her an error message when she goes to pay with her mc

No text available

11

seacanstorage-ic

Sales & Customers

How to post a trade in on a invoice?

How do I post a trade in on a QuickBooks invoice?

31

ron-rhtl-gmail-c

Sales & Customers

I am trying to enter a new invoice but the info from a previous invoice is preventing me from entering the new info, how to solve this glitch?

No text available

11

patmroczek10-gma

Sales & Customers

An update to snapping receipts seems to have happened. Now it will give me an error message every time I try and upload multiple receipts. What is the issue now?

No text available

112

mvanandel-nexusb

Sales & Customers

I have migrated data from Sage 50. I have invoices that were paid now showing as unpaid. How do I fix this without affecting my bank balance or trial balance

No text available

41

tami@redbarnhay.

Sales & Customers

Can I write a cheque using a credit memo and a sales invoice at the same time? If so, how??

No text available

11

jschiller-hpsins

Sales & Customers

Is there anyone else having issues with the mobile app for saving receipts .

Primarily with choosing whether it’s inclusive or exclusive tax choice.

21

plaidcombecology

Sales & Customers

Unable to upload receipt in quick snap app. Have uninstalled and reset numerous times. This has never been an issue in the past.

I take a photo in the app. Check that all my information is correct and save. Then go to create an expense and I am unable to.

31

Sales & Customers

How do I apply one payment to multiple customers?

We recieved one cheque to pay a number of different customer's invoices. (This happens once in a while when associated customers 'help each other out' & will likely happen in the future.) I would like to apply the amount to each of the invoices separately, however I don't know how to adapt the bank deposit to reflect one cheque.  Thanks for your help!

703

Sales & Customers

Is there something wrong with the app as I cannot create expenses from receipts

No text available

11

Sales & Customers

I did enter a payment on invoice by mistake and I can't correct it. Help please

Mistake payment on invoice

51

triplesfencerent

Sales & Customers

I would like to add the letters CAD by the invoice total for my US clients request. Also id like a option to add a received by print & sign lines on the bottom of invoice

No text available

21

Sales & Customers

On the app with my android phone it will not allow me to create an expense receipt?

I take a snap receipt picture and input all the correct information but when I try to create a bill it says it cannot create an expense receipt.

71

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