Sales & Customers

No text available

How do I apply the invoices and bills to reduce the bad debt total?

I have to apply just one payment at I time and its very frustrating and time consuming

There used to be a shortcut that allowed you to see all your customers, what their aging time was, how much was outstanding and overdue etc and i can no longer find it on the shortcut panel. Do we know what it was called so i can customize the shortcut panel or was the removed altogether? 

How do I enter an invoice that shows the grand total with an amount due and remaining balance? I am using QuickBooks Desktop 2021. In the screenshot I uploaded, I would like the total amount of $31,084. The amount due as $5000 and remaining balance showing $26,084. Is there any possible work around for this?

We have a Customer that is also a Supplier.I have a number of invoices in my AP to pay this Supplier, but want to deduct from that balance the amount they owe us as a Customer.How do I do this in QBO?

I recently started an LLC, but before I opened a business checking account I received payments that were deposited into my personal checking account. My personal checking account is not (and never will) be linked to QBO. How should I record this income?

I have a couple of old Accounts Receivable invoices that will not get paid.   I created a credit memo for each and QB asked me if I wanted to apply the credit to an invoice.I said yes, but when I went to apply the credit to the invoice, it said there were no remaining credits to apply to this invoice (even though I had just posted the credit).

No text available

I have looked at the template and there is nothing there to indicate I should have added a field to indicate online payments accepted and now I have to modify each invoice individually which is not saving the time i had hoped.  Online payments is on in the settings.

No text available

No text available

Recently we notice some customer information is changed. In particular, some were changed the company info to "University of Florida". It's strange because we did not change that information before.Kindly advice. Thanks.

No text available

I was on QBO and just upgraded to QBO accounting. I need access to my invoices each month, not just an email to tell me payment was received.

No text available

Why is there an "a" being added to invoice numbers all of the sudden?

RECEIVED PAYMENT BY CHEQUES DEPOSITED DIRECTLY TO BANK ACCOUNT. hOW DO WE GET THIS PAYMNT APPLIED AGAINST THE CUSTOMERS OUTSTANDING INVOICE

No text available

How long does it take to process payment into your account from the date an invoice is paid? I have had credit card payments processing only take two days, how long for processing if a client pays through their bank?

No text available

No text available

No text available

I'm having an issue with printing customer payment receipt slips whenever I apply a credit to the payment. The credits are not showing on the receipts. This issue is recent, as it never did that before. [I'm currently using Quickbooks desktop, but I also tried the Online version and it's the same.] Example: Payment - $150 Invoice 1 - $100Invoice 2 - $100 Credit 1 - ($50) When printing the Receipt:Invoice 1 - $100Invoice 2 - $100 Amount Credited - $0Total - $200 There used to be a section below the invoice portion that spells out what credits applied to the payment.  However, that doesn't show up anymore. The temporary solution we did was to put the credit info and the actual payment received amount info in the Memo section, as the total amount printed is wrong. 

Hi,Is there any feature in Quickbooks online which picks up project numbers in the invoice received from suppliers or accounts payable and then associates it with that particular project number? Basically, if I just upload the pdf of invoice I have received in Quickbooks it tells me this is related to that Project number?