Sales & Customers

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I have an estimate for a project accepted by our client. I forgot to create an invoice from this estimate and instead created a separate invoice for 50% of the project total. The next invoice I created I remembered to find the estimate and created a 40% invoice. Now that it's time to bill the final 10% the estimate shows that 60% is still owed. Do I have to delete and re-enter the first 50% invoice or is there a way to link the invoice to the invoice after it's been paid?Thank you, c.

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Why cant we see credit memos on the app??

There was one day of transaction when the receipts on VISA was less than the only refund to a customer that had made a large purchase previously. This caused a net outflow from the POS when this net transaction hit the bank. How do I make the appropriate entries to make these transactions match with what hit the bank? I am also stuck with making a refund receipt entry which automatically prompts me to make payment via cheque, but the refund had already been made through the POS system. None of the online discussion I came across matches this scenario and it's awfully frustrating!

invoice amount is 6242.33 and jobber takes a fee of 168.84 so the amount that is deposited in the bank feed is 6073.49. But I need to account for that jobber fee by reconciling the  amount. It's easy to do from the bank feed but I need to know how to reconcile while "receiving payment" directly to the invoice. How do I do that?

I always assumed that if you book a sale to a specific class, the other side of hte journal entry (AR account) is automatically also booked to the same class and that when the cash is received for that sale, the transaction to Debit Cash and Credit AR automatically is booked to that same class as the underlying sale as well, but somehow it doesnt and goes to an unspecified class which is terrible. Same with bank transfers, if I transfer cash from one account to another, it's always unspecified class and no way it seems to assign a class. Please help, this is really critical for our company to also have a Balance Sheet by class, not being able to do this really defeats the whole purpose of having Classes at all if you cant get a full set of financial statements.

Hi, I have a client who uses Shopify as a sales platform. Somehow their books were messed up last year so in January, a new customer was created and was called "Shopify 2022". Every month we go into their shopify account, Pull the sales summary, then we enter in the sales, discounts, returns, shipping, gift cards sold and gift cards redeemed. They are in BC so I then go into the taxes screen and separate the GST and the PST to make sure it's correct. That entry's invoice number is Oct 2022 (or whatever month it is) and then in the bank we post all shopify deposits to the customer Shopify 2022 and the AR account. The accounts seem to be messed up in Nov 2021.Any Idea how to fix this or cross reference things to make sure the right payments are going to the right invoices?

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The method of payment wasn't recognized by QBO which was Interac e-transfer. How do I mark this as paid?  

how / where do I input and edit primary and secondary contacts for a customer?

I accidentally moved too much money out of my bank acct and and a QB credit card processing fee was returned NSF. How to I forward this money to QB?

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Hello QB experts! ( QB desktop user)I  need your help finding out what is the best way to deal with the following transactions:I receive payments tuition payments on behalf of my clients (students) and transfer this paymentto the universities ( no profits here) just a transfer.How do I set up this transaction? I have added the students as customers and the schools as vendors, but I don't know how to deal with the transaction...I was invoicing the students for the tuition, but it was coming to me as income, but then, I got lost on how to deal with the payment that I was making to the universities with the students money? The other part of this transaction, is that after the student is admitted, I invoice the schools for a commission fee, again , I am confused on how to deal with this. Any help is greatly appreciated! Thank you

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The deposit was reconciled and then we marked the invoices as paid because the split deposit didn't do that. QBO thought it was a double deposit, so removed the unreconciled payments from the chart of accounts. Reconciliation report looks good but now my invoices are showing as unpaid even thought they have been already. How do I fix that? Deposits were in June, so will it affect GST/HST filings which happened already?

I do not want to use Quickbooks Payments, but the system keeps forcing me to add it.The home screen setup guide always says 25% done and I don't want to do any more with it.Many features that I use add a link to set it up, which is annoying.We already have a payment provider and we don't want Quickbooks Payments.How do I remove it and all the links that keep telling me to set up Quickbooks Payments?

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