Sales & Customers

I would like to have lines with set prices that I can use on many invoices rather then spending a lot of time typing each other. Each month invoices are different

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10% holdback is standard in construction/consulting, so how does QBO process these?

I have seen that option when I initially set up the invoices but did not click on the payment by cheque option. I would now like to have that payment option on top of the e-transfers. Thanks

Anyone know how I can pull a customer's invoice & payment history but with the payment in the same line going across instead of a separate line?   This way it's clear as day which invoice a payment was for. We have recurring invoicing and sometimes they'll miss one and things get out of sync.  The Customer transaction list and statement don't show which invoice a payment belongs to.  It just shows a date it was made.   

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Credit memo was created in April last year, and shows unapplied. Cheque was manually issued in December last year. Now I am wanting to clear out the credit memo by issuing a refund.

Client not getting prompted on invoice to pay by visa. Visa billing set up from my end. What am I missing?

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I'm having an issue with Sales Receipts templates. I need to create a template that includes category and it appears there is an option for this (a checkbox like for the other options), but when I select it nothing happens. There is no category included in either the previews or the finished template. Is there some trick I'm missing?

Hello, I am syncing Jobber to Quickbooks. One of the common errors is that there is a rounding error from Jobber to Quickbooks. Jobber says to go into Quickbooks and correct the invoice. If the invoice has a discount I make the correction there.  I do this and then I get the Notification: The transaction you are editing is linked to others. Are you sure you want to modify it? I know that there is a payment attached to this invoice. Is this just indicating that I have to correct the rounding error in the payment as well? I am new to QBO so I just want to be sure I am doing the right thing. Thanks,Nici

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Two questions re: packing slips:1) In an older version of QB Desktop, after printing off a Packing Slip the Invoice template would automatically reappear. Is there a way to format QB 2021 to do the same? 2) If zero items are shipped (if all are backordered), the item line does not show up on the printed Packing Slip. This causes confusion with the customer, as they wonder if the item wasn't ordered or if they will not be receiving it. Is there a way to format the template to ensure all items ordered are visible (shipped or not)?Thank you!

Pretty sure invoice was correctly created with option to receive payment ticked. This is first one since getting that set up with qb

Not all a/p accounts affected, only some. QBO tech support response was to ask Sage. Doing that now, but also checking here. Thanks!

give me your e-mail

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how to setup?

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If we can see any indication that an invoice has been paid via a search, such as Advanced Search, that would be great. However, Advanced Search does not provide the option to add a column to indicate whether an invoice is paid. We have to click into the actual invoice and wait for it to load in order to see the "Paid" stamp. It is very time consuming to wait for each invoice to open.

Using Quickbook Essentials: The only time I ever want a client to see the descriptions of services is when I send an estimate, so I have a custom Estimate template setup to display descriptions.  This works fine for when I am adding individual services to an estimate manually. However, when I add a BUNDLE to an estimate and preview the pdf, it only shows the name of the Bundle and the Bundle's description. It does NOT show the individual names and descriptions of each service within that bundle. The workaround is, within the estimate creation screen, I can add the Bundle, then manually drag/move each service outside of the Bundle's subsection (above the bundle), then delete the Bundle.  When I preview the pdf, it will show the items and the descriptions.  Doing it this way is faster than trying to remember what services are in the bundle, finding them in the product list, and adding them all without forgetting any... however...  this is obviously a lo

invoice several customers same item charge

When taking a snap and the receipt information is abstracted from the image where in the app can it be found for HST purposes and expense purposes

Good day.. and I hope someone can help me! We have about 400 active SKU's and most of our sales are coming from 4 different Shopify stores, who all share the same product descriptions and SKU, but the stores are dedicated to different regions and warehouses (CAN, USA, EU and Wholseale).  Every store has been configured to import sales in the correct QBO account (CAN, USA, EU and Wholesale), yet QBO associates a specific SKU/product to the sales account where the SKU was first created/imported. We therefore have sales being attributed to wrong sales accounts and none of our reports are lining up.   Where/how can i change settings so that the sales imported from each distinct Shopify store (with the same product SKU and description)  be matched to the correct sales account in QBO (CAN, USA' EU and Wholesale)? Can I do this retroactively as well?