G’day and welcome!
If you’re new here you might be wondering what exactly the QuickBooks Community is all about. Here we’ll tell you everything you need to know about our community, including how to get the most out of your community experience. Plus, we’ll go over some basic dos and don’ts.
Why we built the QB Community
Whether you’re a small business owner with big business dreams or a bookkeeper or accountant trying to help your clients grow we understand that a bit of support can go a long way. But, we also know that there’s a lot of information out there, sometimes conflicting information, and this can be overwhelming, confusing and really just unhelpful.
We want you to be able to escape the racket caused by information overload.
We’ve created a hub for real conversations where our members can share real stories about their adventures—and misadventures—in entrepreneurship. We’re nurturing a community that values listening, learning, supporting and exchanging ideas, and a community where QuickBooks experts can share their expertise with others struggling to get a grip on it.
We’re a supportive place
We’re not about pretending the small business life is easy. Nor are we living in a fantasy where everyone has the time or skill set to become bookkeeping or accounting experts. Our community is made up of people from all walks of business-life with completely different experiences and depths of knowledge. Here, no question is a dumb question and no one person has the answers to everything. Here, we welcome all sorts of queries with open arms and open minds.
We encourage celebrating, commiserating and championing. We want you to feel comfortable and supported as you openly and honestly share the ups and downs of life as a small business owner or bookkeeper or accountant.
Meet the team
We have an awesome team on hand to help you out and make sure things are going well. If you have any questions or concerns please let us know and we’ll do our best to make sure matters are sorted in the nick of time. Meet the team today!
QB Community guidelines
We’ve put together a few community dos and don’ts that reflect our values. We appreciate every community member keeping these in mind.
Don't do this:
We have some more general dos and don’ts about using this community and all other relevant pages, please refer to the AU Terms of Service. Any violation of the terms of service can result in a corrective action, from a gentle warning to a permanent ban from the community.
Build connections, share stories, learn something new and feel inspired.
One of my customers that I invoice all the time asked me to fix an invoice because it was showing up as a proforma invoice. not sure how this happened because all invoices before it and after it are standard invoices. I can't see a way to change the invoice type within quickbooks as it looks like a standard invoice. It's not until you print or view it that it looks like a weird proforma invoice with another total showing way above the invoice total.
Is there a way to fix this or do I have to delete it and recreate it using the correct form/template? If I have to re-create it, is it possible to dictate to quickbooks what the invoice number will be?
Maybe the wrong template was used when printing the invoice, Mike.
Before we delete and recreate the invoice, let's try switching it to the correct template first.
Then, proceed with reprinting the transaction by clicking Print or Preview within the invoice. If your customer still finds the invoice with a proforma style, please follow these steps to delete and recreate it:
Just leave a reply if you're still having the same issue. I'll be around to give you more steps.