Sales & Customers

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Hi, I have Sales recorded for $599 but need to pay refferral fee $100 to another guy, so what is best method ? 1 Recording sale as net sales of 599 - 100.2 Recoding sale fully at 599 and recording marketing expense as 100. Please share reasoning to help me understand. Regards,Navneet

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When we invoice customers they holdback 10% of the invoice until the job is complete. Currently we use an item code HB which is a 10% deduction on the ivnoice and that puts that money into a current asset accout. Then when the project is complete we create another invoice with the item code HB PO (holdback pay out) which deducts that money from the current asset account and posts it in accounts receivable. We pull a report monthly to see if we missed anyone that we could invoice. It shows ALL debits & credits and the final balance, not an individual project/customer balance. Our options currently are: filter by name for projects to try to eliminate ones we know were invoiced which takes a long time OR export it to Excel then filter by name then match up credits & debits to elimianate fully invoiced projects. We can't filter by date as projects can last up to 2 years. each name. How can we manage this system better within QB so that we can quickly easily see

Good morning,A customer paid two invoices twice. The invoices were submitted to the customer and paid by them twice in the month of May. After going back and forth for months, they would just like the amounts refunded. I entered the payments in May. Just as a payment against no invoice (receive payment screen) and it's been sitting there as a credit. Now I have issued a cheque to them, but I can't figure out how to put the two transactions together. On the Open Invoices report, both the payment (May 2022) and the cheque (Aug 2022) are both there, netting 0, but I would like to figure out how to apply one to the other.One of the payments was negated by the cheque, but the other is still sitting there in open invoices $XX payment and $XX cheque, equaling 0. Should I have issued two separate cheques? Is there a way to fix this without changing a previously sent cheque? They already have it and have cashed it. Any clarification required, please let me know.  

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I'm running QB 2018 Pro desktop, and I just tried to send an invoice to a customer via email, and I got this error in a popup window:"You'll need to update your software to access your Intuit Account here."I last successfully sent an email on June 26, 2022 so the only thing I can think of is that QB released a purposely breaking change to get ppl off older versions. Is this the case? Or is there a simple fix for this? Will I be forced to upgrade for basic functionality?? I also attempted to add a new email account and got the same error.

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Why doesn't the app on my phone show my customers and suppliers?

I have been able to match invoices and bank deposits when they are in CAD. When I tried the same method to match bank deposits and invoices in USD there is no option to match the entries. There is also a wire transfer fee that does not show up in my bank feed that needs to be accounted for. The deposits and invoices in question are both in USD.

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I'd like to keep the template and the details included for recurring sales, but I no longer need the first original (the sale never went through).

They all add up to the correct amount but Quickbooks won't recognize the multiple payments for some reason. *This is me paying someone, not collecting payments*

I have a few customer Sales Orders that have:been invoiced in fullare marked as closedbut yet still show up in the Available Sales Order screen when creating a new InvoiceHow do I get them to disappear from this screen?

The client sent a wire transfer (not QB payments) and even though they sent the right amount, with exchange rates and fees, I received about $45 less than I should have. I'd like to close the invoice out and record the payment but still keep track of the remaining bank fees to claim as expenses. How would I do that?

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I need to add extra data to my invoices examplenumber of dates address for services

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When I post my expenses under item section it does not show up under the product sales report with the item sales…how can I fix this?

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Paying with credit card option disabled

I have approx 50 invoices I create monthly each with an attachment. I need to send each invoice and the associated attachment via one large email to an auditor every month (ie: an email with the invoice & attachment together x 50).

Hi, I wanted to know if I can add more than 3 custom fields in my current QBO subscription? If not can I change the name of the existing field because apparently the custom field have a limit on the number of characters it can have. All the invoices in my business have a site address which is different from the billable address. Can someone resolve this issue?Thanks

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