Transactions

Can not access estimates or invoices

Went in to bill my customer before delivering and I get a message that validation is no good. QB Online will not let me access any estimates at all.This is unbelievable!

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20 days ago

Annamaria1923New Member

writte off invoices of closed years

Dear colleagues, In 2025 we issued an invoice with an item A.Now I've realized the correct item was B (we actually sent item B to the customer), but as the year 2025 is closed, I cannot correct the invoice and our inventory is also wrong. How can I solve it? Thanks in advance!

I am having issues uploading any attachments to transaction on iOS it’s not letting me add attachments I’ve deleted app and reloaded can anyone help please

26 days ago

CDMElecNew Member

Hi,I cannot seem to add notes/attachments to the banking transactions, add receipts etc. the notes and attachments is there but is faded and will not open. IOS?

I’ve uninstalled the app and re-installed but no success. I found a few things on google and tried but had no joy.

173

27 days ago

Moto Garage Cambridge

Invoice template modification

HiI'd like to create an invoice template different than is provided. Basically as a motorbike repair centre we need a vehicle information like brand, model, reg no and millage allocated on the invoice, Where can I modify it?Regards  Greg

rita-coastcareho

How do I enter opening balances for individual customers manually. Already raised invoices in QB without putting the opening balance in first so how do I put them in now?

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JackSLevel 3

Creating Invoices | Post Your Question Below

  If you have any questions about how to create an invoice, please post your question below and an expert will help you get where you need to be.     

Home page shows unpaid invoices widget and total is shown in USD$ not the language used in the account of GBP£. This is the only place $ is shown. How do I correct this?

Is this a bug or setting?

pmdesigns7777

Hi, I have added 10 photos of receipts and they’re not showing up as expenses my expenses are still showing £0 ?

dnovoboutique

How do I track a sale of product income to for a petty cash account.

I have a petty cash account and have sold something for cash in hand. Im struggling to figure out how to simply track that sale.

anna125

If I have sent invoices and email confirmation saying they have been paid and quickbooks even reconciled on the system but no money is in the bank yet any ideas?

How long does the money take to hit the bank? It's been a few days now

How to I accurately record my credit card expenses

Hi everyone, relative QB newbie here, so after some help please.  I have just realised that I have been entering my credit card expenses incorrectly.  I have been recording the actual transactions / receipts under expenses, but then entering the payment to my credit card company as an expense too, so my bank is way out.  From step one, can anyone talk me through how I can sort this out / move the transactions to the correct area, so my bank balances? Thanks in advance. 

ApRoxNew Member

Recurring Estimates

HiI want to set up some recurring estimates for some of my customers that have a certain product renewal every year, i can set up a recurring estimate but there doesn't seem to be the check box to send these out automatically which is what i want to do, otherwise it seems pointless setting up a recurring estimate as i still have to go in and manually send the estimate every year. Does anyone have any idea how i can do this. Thanks in advance Mark.

jude-smithrvn-gm

Is there a way to add payment details to invoices permanently so I don't have to write it in everytime?

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I use both Jobber and GoCardless integrations with QuickBooks Online. Recently I've noticed that some invoices show as paid in GoCardless, but remain marked as unpaid in QuickBooks Online. Jobber is also connected to QuickBooks, so I'm wondering whether the issue could be related to one of the integrations, payment matching, or a sync conflict between Jobber and GoCardless. Has anyone experienced this setup before? How can I determine whether the problem is with the GoCardless integration, the Jobber integration, or QuickBooks itself? Any troubleshooting advice would be appreciated.

Julians15

Refund your customer for a paid invoice in QuickBooks Online

Hi, I followed the instructions on the 'Refund your customer for a paid invoice in QuickBooks Online', but it doesn't seem to work for me. A customer overpaid an invoice, so I logged the payment and QB registered an overpayment and credit.  To resolve this, the instructions said to create a credit note, then create the refund expense, then link the refund to the credit note. This last part doesn't seem to work for me because when trying to enter the Receive Payment transaction, on point no.5 it says to "select the checkbox for the expense you created", but the expense does not show in that section. It only shows unpaid invoices there. In the Credits section it shows two transactions: an Unapplied Payment (the invoice the customer overpaid) and the Credit Note I created for it. However it won't let me select these two without first selecting an invoice from the Transactions list. But I don't want to select an invoice because an invoice is not being paid. I hope this

Hilda-Jundarino

I am suppose to create the invoice template, but when I click the custom form style, I was redirected to a page that says, Were sorry we can't find the page you requested

Could you please check the reason why I am unable to create an invoice template? I have been trying to set one up, but I seem to be encountering an issue.

DeniseC

I've just downloaded the mobile app and can't figure out how to mark a supplier invoice as paid. Does anyone know how? Thanks in advance. Denise

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Fusion Home Repairs

When receiving payment for an invoice and I record the payment method. It only gives the options of cash, cheque, credit card & no option for bank transfer or BACS.

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nikkilouthom

How do I mark an invoice as paid on the new updated quickbooks I have had to move to ?

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Transactions > receipts > review is miscategorising / ignoring supplier default expense category

The add /edit supplier details has a field specifically for setting the default expense category. The fact the receipts review dialogue [stupidly] "intelligently" assigns the wrong account is nothing to do with any options - it's a bug. QBO"support" says "QBO at the moment does not have rule specific categorisation". That is wrong:  QBO assigns the receipt the WRONG category each time - ignoring the default expense category, and effectively causing cumulative many hours of resetting / correcting transactions.

Where can I find the receipts that have had an expense created but aren't attached to bank transactions?

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andreagyulai87

Where i could find the Deposited option for the invoices?

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