Sales & Customers

When I send receipt through mobile app, it looks like I send them twice. So when i settle with Bank Deposit at the end of my day. It looks that I have double receipts on my customer/ transaction that day.

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Hello, My client recently switched banks, and there has been a delay in receiving some information from the old bank.  In processing Daily Sales through Sales Receipts....I have accidentally deposited to the old account on several days transactions.  I'm wondering if there is a way to correct this without having to re-enter each of those days? Thank you,Stacie

recurring invoices automatically go to customers via emails when the contract is up for renewal. attached to the email is a link to make a payment. the link does not work. customers get frustrated.

I INVOICE A CUSTOMER AND HE REQUIRED TO DEDUCT 10 |% AS PER CCDC2 AND I DON'T KNOW HOW TO DO IT

How do you record a tip given by a 'non-customer' to a shareholder/owner?I recently completed a job for a company and after completing the job the company's client gave me a tip for the work that was performed. Wondering how to account for this in QBO as owner/operator.  

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When I complete all fields in invoices, where do I find all this info on the print/preview mode?

how can i add credit card charging option in invoices

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I can pick phone

The main currency in our chart of accounts is Canadian Dollar (CAD). However, there may be times when we may need to invoice a foreign customer in USD. How can we change the currency on the sales invoice document for these specific one-time situations? Thanks a lot.

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several of our invoices have apparently been adding between 1-4 cents randomly after we send the invoice to the client - so it looks like the client is shorting us once they pay

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I have QB Enterprise and would like to run a sales report by customer with totals. How do I do this?

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It's simple. It's powerful. And Quickbooks misses the mark.It's the inability to organize customers by type via tags. Maybe I am missing something?The issue is when you have a lot of customers from various streams. For myself, I have both retail customers from my e-commerce (they are numerous and low value) as well as my big corporate accounts which I access much more regularly and want to keep tabs on as they are high value. Unfortunately the way that Quickbooks displays customers, my high value corporate accounts get drowned out by the static that is my ecommerce retail customers.Something as simple as being able to tag clients... ie.. "CORPORATE" and "RETAIL" would be huge. Especially if new customers from my ecommerce platform (squarespace / stripe in my case) were automatically tagged as they were imported. Sub tagging or multiple tags would also be very helpful. ie. "CORPORATE > EDUCATIONAL".Anyways, this is my 3c. My previous life in UX is showing.