Sales & Customers

No text available

This is a recent change for the online QB. I loved seeing all of it. "All Transactions" does NOT show all.

No text available

error ; JSON.parse: unexpected character at line 1 column 1 of the JSON data

some, not all reoccuring invoices get bounced

No text available

No text available

We are currently using Service Fusion.  When our invoices sync over to QBO the tax (HST) is getting rounded up by a penny.  Throws of my books because when the customer pays I will always have one penny owing on the books. Have to go in an change all the invoices in QBO which is so annoying.  I did see a thread that this has been an ongoing issue for a few years.  I however do not see a resolution to the problem.

No text available

I use Premier Professional version and track time and expense by employee.  I also want to begin tracking budgets, so i have begun entering them as sales orders.  When i go to invoice, i have to go to my time and expenses, create a mock invoice, take a screenshot, clear the invoice and then start again using the create an invoice from sales order option so i can track it.Is there an easier way to do this?

I need all payments - each in separate line-  to be reflected in the Invoice, or in some Report. My clients have multiple invoices and they pay installments on each invoice. There is no way to print a particular invoice with all payments applied to this invoice. In the QB Desktop you could open the Invoice , and EVERY payment was listed there. In QBO only TOTAL of payments is indicated. Please do not suggest "Transactions by Customer". I spend hours separating the Invoices with the payments and arranging them into separate Reports in the spreadsheets! This is unacceptable. I called the HelpDesk, they said, they included this feature "for me" and tried to charge me $695!!!! When I refused and wanted to ask more questions, they said "no problem" and simply disconnected. What kind of customer service is that? And how it is possible that such basic feature is still unavailable in QBO: Invoice with every payment applied to this invoice??

How can we images that are clickable to our invoices? We have these in our regular emails and they should certainly be in our invoices as well.

No text available

No text available

No text available

and does this affect previously entered sales receipts?

The error message "Delivery issue" comes up and it says the email address is wrong when it is 100% correct.

How do I set up recurring invoices?

No text available

I've tried using pricing rules but the customer doesn't actually see their discount amount that way. I'd like to see if there's a way to have QB automatically put the (flat $ or %) discount on every invoice or estimate - so I don't make mistakes and forget to give our best customers their well-earned discount.

I signed up for a free trial on June 21 and cancelled it the same day as the product was not appropriate for me.  Intuit refused to refund the initial charge of $5.98!  Very sad a company with a great reputation did this.  Extremely low in my opinion. Has this  happened to anyone else?  

How do i print a line item invoice

No text available

No text available

I have several SO's that contain same part number. I invoiced 1 of these parts against the wrong SO. I was able to update/change the PO/SO on the invoice to pull the correct part from correct SO. (I just changed the PO field and SO field to correct #'s)  All my totals are correct for this part, but the SO that I originally invoiced against, is still showing in the backorder and the invoice column, the amount I invoiced.How do I get these bo/inv numbers to go away on this SO?