Sales & Customers

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This started last week, the same day that QBO update their user interface.  I do not know that the issue is connected to that update, but it might be.

I accidentally sent an invoice to the wrong customer (whose family of the one I need to send it to) and I charge them different hourly rates, due to circumstances. The other person opened the invoice, when I update the customer I'm supposed to be sending it to, will the previous customer be able to go to their email and open the invoice and view the updated one? Is there anyway to stop that, if so? Or, when I update the customer, will the previous customer get an error when trying to open it? Thanks!

My insurance company is asking about Work Orders, Waivers, Customer details, and places for customers to sign off on completed work. Any ideas on these issues?

Whenever our accountant closes the books, I am unable to edit any estimates. Is there a setting to allow that? I need to edit estimates sometimes after the books are closed and our accountants do not give me the password. 

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I am using 2021 Quickbook Desktop Premier version. When I prepare a customer statement, the description line includes the "memo" line of each invoice. Under "customer/create statement/Select additional options" I do not have any checkboxes turned on for any additional information.With memo line included, my statements are 10 pages long as we do include  lots of details in the memo line. Is there any way to exclude memo line from the description? All I want is invoice #, and a due date. Thank you  

ERP System sends invoice to QBO over the API. I have Messages configured in Account and Settings -> Sales to send me a copy, and to BCC another email address in QBO. When the invoice is generated from my ERP system it is not without manually entering the address cc'ing me.

QBO quote numbering system drops behind, instead of "knowing" my last quote number and automatically using the correct subsequent number. How do I correct this?

I created a new receipt template with a new name. I used our current custom receipt template, changed the name, changed the content and saved. Later we went to make an invoice and the content had been changed on it as well. I checked our regular custom receipt and it was changed as well.

Our transactions have a number but our printed invoices, receipts etc do not. Where do I set them up to include the transaction number?

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Does anyone know what the problem might be?

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The payment history is not helpful. I need to expense it all and show GST paid. 

I'm in Canada. We have various receipts for supplies because we got some free labour from family. We also have normal invoices from plumbers/electricians where labour and supplies are included in one total. 

Does not group when I customize the invoice as there is no ACTIVITY label on the expense.

Need to share an invoice payment link with a customer but I am away from the computer and only have mobile.

I've created expenses for a customer which I check-marked as "Billable". Once I start creating an invoice for that customer, I add the billable expense, but the Product/Services line is left blank. If I choose a Product/Service from my list, everything (description and amount) gets deleted - I know QBO has no way of fixing this at the moment. Instead of wasting time copying and pasting, how do I get the Products/Services to automatically populate when I add a billable expense when creating an invoice? 

Need to reset snapshot app

the payment comes from an account we use to pay consignors for their items

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while Raising AR invoices all Invoices are going under Intercompnay Invoices,, how can I rectify it