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Home
QuickBooks Q&A (CA)
Sales & Customers

Sales & Customers

3,936 Topics
7,034 Replies

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3936 Topics

asked in Sales & Customers

Entering payments processed by a 3rd party

I am new to Quickbooks, coming from Sage desktop.  Each month, on the first of the month, we have a direct deposit made into our bank account by a 3rd party payment processing company.  The payments are reoccurring for a subscription service, taken from the clients bank account.  I am not sure how to record the entry into Quickbooks.  I also have to send a monthly receipt to some of the businesses for their records.  In Sage, I recorded the payments that didn’t need a receipt as a batch invoice, then invoiced each payment that needed a receipt  separately and then made a journal entry for the payment processing fees to reconcile the bank balance.  Is there any easier way in Quickbooks?

5 years ago

discoveryhometours

asked in Sales & Customers

Client not receiving invoices

I have had this problem for a while now, but it is getting worse. My clients are not getting their invoices I send them. I try to send them to 2 of my personal emails then forward it on and I am now not even receiving them. Any thoughts or input on what to do?

5 years ago

mpaniza

asked in Sales & Customers

One of the customer was late to pay and they were asking if they can put their cc on our file and charge them when we deliver the goods. Is that possible?

No text available

5 years ago

junaid-gelani

asked in Sales & Customers

How do you add a deduction to your invoice? for example is someone owes me 1000 for my service and they deduct from me 150 that I owe them and pay me a balance of 850. Can I just add that as a deduction to the same invoice?

No text available

5 years ago

bourque_christin

asked in Sales & Customers

Hi, I am using self employed. I would like to add a logo to the invoice. I do not have profile and your company option?

No text available

5 years ago

canoeroaster

asked in Sales & Customers

Why can't i adjust the price on a bundle item?

No text available

4710

5 years ago

Lilie

asked in Sales & Customers

Hi, please can anyone help with why is my SALES RECEIPT amount is not showing on the BANK DEPOSIT ? I can see the sales receipt, but not the amount... Many thanks

No text available

5 years ago

accounting128

asked in Sales & Customers

Hi how can I make custom fields appear visible on the invoice

No text available

5 years ago

windsor1

asked in Sales & Customers

I am trying to refund an overpayment on a customer's account. I have followed the instructions for recording the refund, but credit is still there.

No text available

101

5 years ago

kingscontracting

asked in Sales & Customers

How do i add PST to an invoice?

No text available

102

5 years ago

teresajewelday

asked in Sales & Customers

How do I send reminders for overdue invoices?

No text available

121

5 years ago

dutchhookcrane-g

asked in Sales & Customers

I have an invoice that say it was paid and deposited but there is no payment in my bank account.

No text available

5 years ago

mikegamblemedia-

asked in Sales & Customers

How do I change my invoice to charge client in USD instead of CAD?

No text available

122

5 years ago

info-thefilmlab-

asked in Sales & Customers

Has anyone imported invoices from Freshbooks into Quickbooks?

Any details of how to do this would be welcome!

5 years ago

MW001

asked in Sales & Customers

Uploading multiple invoices

May i check if there is a function for uploading of multiple invoices/journals from excel to the quickbook desktop company file for recording of sales/expenses? Current version I'm using is Quickbooks Premier Desktop 2016 version :)

122

5 years ago

info1154New Member

asked in Sales & Customers

Activity on invoice starting on page 2 page 1 is blank

No text available

5 years ago

KimAEInc

asked in Sales & Customers

Quote/Sales Order API between HubSpot CRM and QBE Desktop? - Recommendations

Does anyone currently upload Quotes or Sales Order data using API's from a CRM? We have Enterprise Desktop. Would love to know what tool you're using as well as lessons learned. Thanks in Advance!!!

5 years ago

dandy855

asked in Sales & Customers

Payment not deposited

A billed invoice shows as paid 7 days ago but does not show up in my bank account. Does anybody have any ideas?

5 years ago

jbaker-waverleya

asked in Sales & Customers

If invoicing is done externally how doe you enter sales tax in quick books to track for the end of the period payout to cra?

No text available

5 years ago

peters-k