Sales & Customers

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Early on in our Quickbooks days we did a couple of progress billing transactions that didn't turn out exactly how we expected. One we were able to correct however, we are scratching our heads on the other one.The costs (COGS) of the items is higher on all of the invoices than the sale price. The invoice to customer was fine but QB shows a loss on the invoices based on COGSNot sure how the costs were captured on the transactions or how we can fix it. 

how can i merge a sub account to a parent account so that i can use the payment method tied to the parent account?

Hi,I have qb online.  I also have qb payments.     I don't want all of my invoices to go out with a pay online link, but I do want to be able to periodically have a customer pay an existing invoice with a credit card.    I have read up on sending "payment links" but those automatically create a sales receipt.  I don't want a sales receipt, I want to have my customer pay their existing invoice. thanks,Jen

help

The amounts are also hidden by scroll bars that don't work, but seem to show up probably in the expense listings.

How do I record an accidental deposit from a customer? They sent us a deposit but changed their minds at the last minute about the sale and now we'll be sending them the deposit back.Please help!

Desktop version works. I have tried reinstalling the app. But still the same. I tried installing in a different device but still same. Anyone experiencing similar problem?

Ill send an invoice, get the money from client, record as "direct debit " and invoice will not change from "unpaid to paid"  even after.i recorded payment

Currently with how things are in QBO, you are not able to enter in any project information ie. addresses. I currently have multiple projects under one customer and this is how most of my work is handled. I work for many general contractors and they give me multiple jobs in 1 year. Creating multiple projects under one customer is not the issue however. The issue is that in TSheets you are not able to import or enter in job locations to accurately track time on a job. The location is only attributed to the customers location (which would be their office location) and not the location of the job. Using the Project function in QBO is very beneficial and very important in tracking expenses and keeping organized. Please update the projects function to allow for time tracking on a location basis.

Hi everyone,I currently create new projects for almost every sale, as we do custom metal work which sometimes involves multiple steps, expenses and invoices.  I'm wondering if there is a way to auto number projects, similar to auto number invoices? Currently our flow goes: set up new project, create estimate for work, use estimate to create deposit invoice (50%), (sometimes) create invoices for other expenses billed directly to client throughout project, then create final invoice.  This is all great and lets us keep everything together, but for if the system could auto populate a project number, I can use that number on drawings and emails to send to my employees to track time and label parts.  Sometimes the project names are similar or too long.   Does anyone know if this is possible?thank you!Paul

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I accidentally processed a deposit for an outstanding invoice before the customer paid it. They sent me a copy of the invoice showing it was PAID. I was confused at the time, and this question occurred to me after the fact. Any feedback would be appreciated. 

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Accidentally marked an open invoice as paid when it wasn't paid

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Customer wants to pay with American Express.  Unsure if it is supported.

why cant i sort my invoices properlyif i filter invoices by date they do not show up in chronological order, the same if i try to sort by invoice number. this is broken.why do i need to post on a bs forum instead of addressing my issue directly with the product developer?This is an expensive program with amateur support

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Recording uninvoiced income

I pay some of my subcontractors through a third party website like Upwork. Everything has been finished I'm just documenting it, but I can't seem to figure out how to do this and the community posts seem to be different layouts than the latest version of QBO. Thank you.