Sales & Customers

qbo keeps asking for security steps to link credit card

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is there a simple way to stamp a reminder invoice with like Overdue before re emailing it to the customer?

We have recorded all customer payments in our bank account as a Sales Receipt when importing them into Quickbooks Desktop. However we have a small number of customers for whom invoices were previously created and those now appear as unpaid invoices. I believe we should have received the payment and then created the Sales Receipt. How do we undo the Sales Receipt we created in the bank reconciliation so we can balance the invoice properly?

I’m trying to add my invoices from 2021. But I’m only able to create them here, I have them done I just need to learn how to scan or import them

we’ve implemented a 10% fuel surcharge and need 2 sub-totals now

When I click on New / Customers / Receive Payment, I used to choose a customer, then their Email appears, along with a list of unpaid invoices. However, today, after choosing a customer, no email appear and no list of invoices, so I can't apply the payment to specific invoices. Is QBO having problems, or did they make another dumb change?

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Some invoices have documents attached, some not. Some invoices go through, some not although it is exactly the same recipients. And this issue has been going on for multiple accounts. It seems to be more an issue with QB than the emails of the recipients as it is not only one.

My invoices older than Feb 2021 are missing.

We provide services to a restaurant franchise. I made a mistake when recording payments from two of their stores.One of the bookkeepers accidentally recorded cheque#1234 under store A and store B. Normally I would void the duplicate entry and contact the client explaining the error, but the books are closed for that period (FY21), and password-protected.What steps should I take to clear out this duplicate cheque and generate a new invoice?Thank you,

Hi there. Is it possible to create a receipt without an invoice? Or to create an invoice that does not send to the client, then mark it paid, and have only the receipt sent to a client?If someone pays me for services at the time that they receive them, I don't want for the client to receive both an email for the creation of the invoice, and an email stating its paid.Thanks for your help.  

We rent some of our equipment from our client and the cost of that is deducted on our invoice before we get paid. We used to create a row on Excel for that. How do I do that on QBO? Thanks.

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On pc I’d click receipts and process them how do I do it on the app

Customized Invoice A - Needs one email address and customer message Customized Invoice - Needs diff email address and customer message

I have a client trying to pay an invoice by credit card. She is told that she gets charged, and then there's an error and then the amount gets credited back to her. what does this mean?

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Many business accounting software now offer adding a tip on invoices . Does QB have that option ? And will it add it in the future?

I see how I can add a customer but I need to add a different address for the job site