Sales & Customers

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Hi all.  I had a customer overpay on a previous invoice.  So, on their next invoice, I applied that overpayment in the form of a credit to the invoice.  On my invoice screen in QB, it shows exactly what it should.  It shows the subtotal at the bottom, the tax amount, a Payment Applied: line, which shows the amount applied, and so the total amount due shows exactly what it should be.  But when I Email the invoice (or print it), it comes out as though I never did the Payment Applied part at all.  That has to be among the dumbest things I've ever seen QB do.  So of course, the customer overpaid again.  Can I not trust QB to do this one basic thing properly?  :( 

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Hi all, my quickbooks invoices template have got a bug as shown in the picture. It was after i migrate my Quickbooks desktop from 2014 premier to 2021 premier. I tried to create a new company and import my old invoice template, there are no background line. But for my old migrated file, there are background lines on the invoice. I try migrating my old files to new files using backup copy and portable copy. Both have the same issues with the invoices template. Please help..

We have clients that have multiple ongoing projects that we bill monthly.Last month, I was pleased when QBO offered to group the time by project when I went to create an invoice, and nicely subtotalled the time for each group.This month, no way I can find to create the same thing! 

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I have one company with multiple 'Doing Business As' names under the one company.  What are the options to be able to send different invoice templates to different customers? How can I easily switch between invoice templates based on the customer? Are there more/better options if I start using Quickbooks Desktop version? Thanks

Hello, I need some help.  I have a question about a company that's in retail.  This retail business is quite small and offers other services like customers opening up an account like a savings account.  The customer opens up an account, they deposit their money into this account and once they have saved enough, they are issued a cheque for the amount that is in their savings account.  Sometimes they charge their accounts with purchases made in the store.  How do I properly record transactions for a customer that deposits money into their account?  I'll list some transactions as an example: Customer 1234   Transaction 1:        Deposit to savings $150 made on April 1, 2021Transaction 2:        Deposit to savings $100 made on April 10, 2021Transaction 3:        Bought groceries for $25 on April 14, 2021Transaction 4:        Deposit to savings $200 on April 15,

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