Sales & Customers

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How do i overwrite where the system placed invoices? Bills and expenses?Is there a way I can delete the whole year and start over if need be?

Customer paid invoice with direct deposit

Why does my existing unpaid invoice amount change to $0 when I try to edit the customer to add to a project?

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I'm trying to add hours to my invoice and for my specific invoice it won't allow me to correct that invoice. I get a pop up that I can't make changes to it and I've closed the app multiple times.

Hi. How do I run a report, only of the estimates that have not been converted into a sales order or to an invoice?

Adding payments not working

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If an employee terminates part way through the year do I still show as dental offered to that employee

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We had an event and ticket sales were $25. One of my customers made an event-related purchase for $16 and paid the balance of $9 via etransfer. I want to record the $16 as an event expense, but also truly reflect the total cost of the ticket on the customer's account. What is the best way to record this? I haven't made any entries yet.

Hello. We are using the software sync from ServiceTrade and I'm getting tired of one feature of the invoice numbers. I want every invoice created in QBO from recurring transactions, etc. to not try and slot into the invoice numbers that ServiceTrade generates and sends to QBO. So if ServiceTrade sends invoice 12345678, QBO will make an automatic 12345679 for internal accounting purposes (completely unrelated and just coincidental timing), and then QBO will reject invoice 12345679 from ServiceTrade because it already exists. Can I put an invoice sequence onto these recurring transactions that will lock in and won't get overridden by the invoice numbers coming in from ServiceTrade? 

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when i convert my estimate into an invoice, it wont let me add or make adjustments to invoice

My QB-viewed invoices no longer have the sending history and opened dates, usually provided in a list with lots of overkill. How do I get this back?

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A new invoice I created/copied from an old one which coded correctly to accounts receivable is now posting the offset to income tax recoverable instead of accounts receivable?

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Editing invoice problems

Contractor located in BC so we only charge the 5% GST, not the 7% BC PST.  Anything we purchase that has the PST just gets automatically rolled into the COGS.   Starting experimenting with the billable expenses feature as it seemed potentially useful when entering bills to tag them to a customer for future billing on our cost-plus jobs.  Didn't notice until month end that QB had gone and charged the customers PST on the "markup" line items for the billable expenses despite my inability to charge PST.  While I paid PST on the items, I don't collect PST on a product my company immediately installs on a customers site.  How do I force the "markup" line on the customer invoice ... the one that says "your customer wont see it" ... to always be GST only?  Is this a feature setting or a bug?  The actual line item on the invoice was correctly taxed, but not the markup line.