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QuickBooks Q&A
Sales & Customers

Sales & Customers

3,923 Topics
7,000 Replies

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3923 Topics

Can you subtotal line items on an estimate

No text available

2 years ago

GregWoity

Sales & Customers

Invoice Layout...

I have been using Quickbooks Pro 2017 and switched over to Quickbooks Online and can't get my Invoices to printout (or saved as a pdf) properly.   I add an itemized list under the Description field on the invoice for every Product/Service I enter on the invoice.  Sometimes there could be more than 100 items in the Description field.  On the desktop version, everything worked fine and the itemized list would printout properly even if it had to go over multiple pages for each Product/Service.  On the Online version, this list is truncated to 1 page and the rest of the items are lost.  If I email the invoice, the preview appears properly, but the attached PDF is truncated and incorrect.  Is there anyway to get this to printout (or save as a PDF) properly. Thanks

Can't find my over do invoice on my front desktop

When u open the app it would show your  Overdue invoices

2 years ago

andrew-steelands

Sales & Customers

My estimates appear super weird looking when I send them by email. It looks like spam almost, looking for solutions? For now I'm downloading the PDF file and emailing it

No text available

2 years ago

bbraun67427-gmai

Sales & Customers

Why cant i customize my invoices

No text available

2 years ago

DD5657

Sales & Customers

How do I edit a date of a payment I received for an invoice?

I put an incorrect date of a cheque payment I received for an invoice.  How do I change (edit) this transasction?

2 years ago

sherakidsca-gmai

Sales & Customers

How long does it take for a credit card payment to be processed?

No text available

2 years ago

murray1

Sales & Customers

How can I add a fuel surcharge to invoice totals as a % similar to a tax?

No text available

Why am I getting an error message "unable to edit invoice if the problem persists contact support". My invoice has been created but not sent

No text available

2 years ago

lawrence18

Sales & Customers

Why can't I see invoices I sent from desktop QB online ,on my mobile app . I refreshed it nany times. I see the total owing but cannot see invoice

No text available

2 years ago

SHARONS62

Sales & Customers

Can you select certain line items to be hidden in an invoice to a customer. I know you can create a template to hide all lines but I need to have some lines show

No text available

2 years ago

bigrock-bs-gmail

Sales & Customers

“Payment was not successful. Try again or contact your seller” I have $3000 payment I need to receive and this is error. The AI links are not working for troubleshooting.

No text available

2 years ago

wolfe540tileplow

Sales & Customers

How do you add a discount to an invoice? Mine app does not give me the option to do so

No text available

2 years ago

LV Mrf

Sales & Customers

Where can I find the email of my customer to send invoices

Change email's customer for invoicing

Can I unvoid an invoice

I voided an invoice. I want to get it back. I don't want it to be voided

In QuickBooks desktop I have to create an invoice in order to create a packing list for my customers.  I created a generic packing list with the same information for all customers.  I now have a new customer who requires specific information on their packing list but the information is not the same as it is for the other customers. Is there a way to create a packing list for that particular customer only without it changing the information that I use for all others?  If so, please tell me the step by step direction.   Thank you.

Cant save any invoice

2 years ago

dann-getinsaltd-

Sales & Customers

How can I print all payments made by a customer showing invoice number, payment date and purchase order?

No text available

2 years ago

theplumbingandga

Sales & Customers

Unexpected token '<', " is coming up when trying to send an invoice. I cant save it or anything. why wont it send?

No text available

2 years ago

accounting623

Sales & Customers

Is there a way to have customer replies on emails go to a different address for estimates than for invoices?

Most invoice questions should be directed to accounting, while questions on estimates should be directed to sales. Currently all replies to Quickbooks emails go to accounting. Is there a way to differentate this?

Can not access home screen or invoices

Quick  books not working

2 years ago

mike-thebusiness

Sales & Customers

After a few weeks, estimates and invoices suddently not allowing me to add taxes. How can I fix?

We can not invoice today because taxes not working.  We have been using for 3 weeks with no problems so I do not understand what has changed.  Has there been an update?

2 years ago

tamara34

Sales & Customers

Tax drop down menu is gone from invoice

The drop down tax menu is gone from my new invoice.  How do I get it back?

2 years ago

rfoxcroft

Sales & Customers

Has anyone been able to turn off the invoice reminder feature? The toggle in Account Settings does not work.

No text available

2 years ago

easthombarb