Sales & Customers

want to add a new donor  name and address

Creating Customer Statements help please.  When I create customer statements in QBO, everything is as it should be until I change the date range for the statements. At this point, when the page refreshes, I lose the check boxes alon gthe left side that allow me to select the statements I want to print.  Sales > Customers > Select Customers > Batch Actions > Create StatementsSelect Stmt Type > Choose stmt date > Select date range > Apply.... at this point I lose the left side check boxes and can no longer selects the statements to print. 

How to record Bank Charges when receiving payment from the customer (Bank account is not connected with Quick Books)?

I recieved a15 percent deposit on a job. How do I work this into my invoice?

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We are a charity that received donations regularly. Has anyone been able to customize the sales receipt for issuing donation receipts? Ideally we would like to issue one statement at the end of the year for all donations received from each donor rather than multiple receipts during the year. I wonder if sales statement can be customized as a donation receipt?

The status on my invoices is “not sent” nothing has changed on my end. I tried resetting my email and the suggested actions.

My QuickBooks online on Android, invoices are not showing as sent or even viewed, if I go on the computer they show as sent. What's wrong? I've refreshed my data already and resent a number of times.

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My pay period is set to one month at a time and if I hit approve it locks my employees out of creating new time entries until the next month

After the invoices are already created and they were not checked with "Email Later." Is it possible to check multiple invoices for Email without having to go to each invoice individually and mark it?   

I find that I only have the invoice date and due date. And the invoice date tends to be the posting date. This posting date messes up my reports when vendors submit their invoices late but has a previous month's date.

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I have a rental units. How do I enter the income from the laundry machines?

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I have several customers that dont have any invoices associated to them. i was wonder if there was an easy way to search for all the customers that dont have any invoices associated to them instead of having to look through each customer one by one

Hello,This morning I successfully imported 31 invoices using the red highlighted fields in the sample.This afternoon, the fields all changed.  The choices in the drop down menu no longer match the sample or the guide.  For example, "Item" no longer exists.   There are many new choices in the drop down menu but none of them relate to the current invoice sample or the guide. I tried calling support but they couldn't explain why the update (or half an update) occurred.It is very frustrating when QBO makes changes in the backend without informing support or updating their own guides and samples. This "update" which occurred sometime today between noon and 3pm means that the import function for invoices is completely useless. Has anyone else experienced this yet?     

Hello! I created invoices in Quickbooks Self Employed, exported it as a PDF and sent it through email to the employer. It was paid but I can't seem to mark the invoice paid unless I sent it through the Quickbooks portal. How do I mark an invoice as paid if I sent it separately via PDF? Thank you! - Jessica

So I own a bakery/restaurant, and when buying supplies, most groceries are partially taxed (ie $10-$50 from a total of a $1000 receipt). Why does it consistently ask me to pick a tax when I've already entered all that information on my phone, and why can't I fix it. Does this on my bills as well from my suppliers...pay $1200 for groceries and has a fuel surcharge of $22. But if I put in the tax for that, it constantly readjusts so that I can't get the correct overall total unless I do a bunch of minusing cetera to make it fit.  Any help would be amazing cause its half way through the year and its driving me insane

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We are experiencing constant cost increase for most parts we purchase and it is a lot of work to manually correct sales price every week to follow the set markup of 30%. In many cases, items have been sold at below cost due to this bug. Is there a way to automate this in QB desktop Pro? Will QB issue an update to correct this? Why isn't the sales price adjusting to the set 30% markup?