Sales & Customers

I have 80 invoices this month. Most to USD.  My realized exchange gains and losses shows only three????? WHY

I have multicurrency set up and want to be sure I'm tracking correctly. Seems like too many conversions are happening for my setup. I invoice US based client in USD (which is most of my invoicing). I receive payment via Stripe in USD, which transfers to a USD account. The funds sit there until I decide to transfer to CAD (in reality, which is where the 'gain' occurs). QB is tracking exchange at the following steps- invoice date- payment date- Deposit dateDoes not track at the transfer point (from USD to CAD). Any advice again just tracking my gain at the transfer of USD to CAD? and not at invoicing and payment receipt? Would be much easier

Received payment from client (example $100,000), this is for different purposes (example $50,000 consultant fees; $25,000 Salaries; $25,000 overhead costs).  How to record the payment and assign the itemized amounts?

how can u change the comments in the automatic invoice email

Hi, everyone! Just wondering if anybody had a similar experience in depositing a cheque from a customer and wrote down an incorrect amount. Amount on the cheque is $158.20 and the written amount when client deposited the cheque was 158.50. How can I deal with this when I want to match the invoice to the bank? Should I just edit the original invoice to match the deposit amount? Thank you!

Using QB 2015 Premiere Manufacturing & Wholesale, inventory based sales. How can I issue a credit after an item has been sold/invoiced without affecting the inventory? They are not returning the goods, I just want to refund part of the cost. I tried creating a 'discount' item with the cost of goods as the account, but you can't have a negative amount on a credit note. Also tried using the discount on an invoice, and same problem - can't have a negative amount on an invoice. It has to be a credit note of some kind, but I'm at a loss how to achieve it. Scenario: Sold 5 of item ABCDE @ $100.00 each, I want to credit the customer $10 each - $50 in total, without affecting the inventory level of item ABCDE. 

The missing invoices are not showing in the customer listings either.

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I am using QuickBooks Accountant online. Could you please tell me how to use cash discount to customers when they make less payment without editing the invoice ?

I would like to be able to search through multiple estimates from the same customer , ie Home, cottage, business .  It asks for the job name but once it’s creates you can’t search for it.

I have 2 different products I am selling. I would like different invoice styles for each product. Can I have 2 different custom invoices in QBO?

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what part of the program do I delete A/R invoices

A lot of my clients are in India and the Middle East. Can I invoice them and accept online payments with Visa/MC?

How do I show the columns I need to see in customer & leads as in I want a column to show my po's, and yes it is one of my three we are allowed.

HiMy customer paid me two weeks ago and I already recorded his payment immediately and marked the invoice as paid however QB sent the customer a payment reminder for the invoice that he paid!! I am now worried that QB will continue to send to other customers reminders for invoices which are paid and their invoice was marked as paid already. Please advise 

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My customer aging does not show an open credit note. Not sure how to send a copy to my customer that shows that the credit has been applied to an open invoice

I have an invoice of $1000, some customers paid $500 in Visa, $600 in MC, -$100 in Debit. I cannot enter negative payments. What should I do?

How do I change my email address

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Hi, Can you help me in applying default header & footer on every report that I extract from QB Desktop (e.g. Invoice,Transaction Item Details). Thank you

Quickbooks please revert to the old manner where the first box the cursor finds is the Product or the Description. Rarely do I need the green Plus to add a line.