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My goals are:
My problems are:
My current solution:
I hope that not everyone is having this problem because Quickbooks will not remain my favourite accounting package for long if this continues to be how I must work in order to keep good records on my Customers. I am hoping someone can't point me to my mistakes.
PS: Identifying the Customer in a Journal, also fails to allocate the transaction to the Customer.
Garry
Solved! Go to Solution.
Hi Garry,
Thank you for raising these insights with us.
Regarding goal one, the deposits added through the feed won't show up under the Customer's card because they are not recording a sale. Typically, the amounts in the feed are matched to a sale that has been recorded against the customer eg an Invoice. If you are recording the payments by adding Deposits, I could suggest running Transaction List by Customer to see if this gives you all the details that you want. This will give you the full balance and all transactions added or matched to this customer.
Regarding goal two, when creating a Sales Receipt QuickBooks will default this to the Services income account category, however it does then flow through to the customer's account, as we can see on the report I mentioned. As you've identified, this category can only be changed when creating a Sales Receipt from the Create button, not when adding from the bank feed; I would be happy to pass this insight on as feedback for our product team to review.
In this situation, I'm not sure Rules are the best option for you as you've mentioned you want to change various details from transaction to transaction.
I hope this makes sense, however I recommend contacting our Customer Success Team to ensure that nothing gets lost in translation and to record this particular use case in our system.
1. In your QuickBooks Online, click the Help menu in the upper-right corner.
2. Select Contact us and enter the details of your concern.
3. Click Let's talk and choose Chat or Get a callback.
4. Enter the needed information.
-Kass
Hi Garry,
Thank you for raising these insights with us.
Regarding goal one, the deposits added through the feed won't show up under the Customer's card because they are not recording a sale. Typically, the amounts in the feed are matched to a sale that has been recorded against the customer eg an Invoice. If you are recording the payments by adding Deposits, I could suggest running Transaction List by Customer to see if this gives you all the details that you want. This will give you the full balance and all transactions added or matched to this customer.
Regarding goal two, when creating a Sales Receipt QuickBooks will default this to the Services income account category, however it does then flow through to the customer's account, as we can see on the report I mentioned. As you've identified, this category can only be changed when creating a Sales Receipt from the Create button, not when adding from the bank feed; I would be happy to pass this insight on as feedback for our product team to review.
In this situation, I'm not sure Rules are the best option for you as you've mentioned you want to change various details from transaction to transaction.
I hope this makes sense, however I recommend contacting our Customer Success Team to ensure that nothing gets lost in translation and to record this particular use case in our system.
1. In your QuickBooks Online, click the Help menu in the upper-right corner.
2. Select Contact us and enter the details of your concern.
3. Click Let's talk and choose Chat or Get a callback.
4. Enter the needed information.
-Kass
The inability to assign account catergory in a sales receipt renders the use of "rules" effectively useless to us. As a charity we received hundreds of donatios per month and these need to be allocated to different purposes by customer. The inability to be able to specify this in a rule is a major ommission and yet this issue is nearly two years old and has not been addressed. Embarrasingly I have just convinced my client to move from Xero to Quickbooks and now find this functionality deficient. We may need to revert to Xero as a result.
Thanks for explaining the whole process, @JonEdney.
Feedback provides clear expectations for current and future performance by strengthening knowledge of what customers like you want in QBO. That said, I'd recommend sending feedback to our Product Development Team.
We value your suggestions. This way, it helps our engineers determine what features to be added in QuickBooks.
Here’s how to send feedback in QBO:
I recommend checking out our Firm of Future site so you're able to keep track of any changes and updates made to the product.
I'm including some articles to know more about sales receipts and how you can customise them:
Let me know if there's anything else you need with matching your sales receipts in QuickBooks, I'll be around to help. Have a good one, @JonEdney.
Hi JonEdney -
I have about had it with QBO. There are some irritating quirks in the software, but its mostly because of the quality of support provided by QB employees in the QB community. Their responses are patronizing, vague, inconsistent and generally not helpful. I can't decide if the QB responses are simply AI generated or they are part of a marketing tactic to get users to pony up for a dedicated bookkeeper or pay for premium support, or both.
With that said, I am curious why you switched to QB from Xero. I have been researching alternatives and Xero is in my top 3 or 4. How do the features and functions compare? How does their customer support compare? I need something that can do progress billing and can track costs by project (sub-customer). TIA
Hi - I have used QB for many years - well before QB online so part of it is familiarity. I manage finance for five charities and I have a well tested process based around QB. The main problem with Xero for me is that is does not support Sales Receipts. You have to generate an invoice for each incoming payment. This doesn't work well for charities where the bulk of the incoming transactions are small donations. This is why I was unhappy to discover that QB don't support Sales Receipts properly in the automation. If your needs are different then I think they are similar and Xero has a bit more flexibility in categorisation. I have to say that, generally (and not always) I have found the QB support to be good by online chat. The response times are generally quick and the people knowledgeable - although this does vary.
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