Hello there,

Thanks for getting back to us. We're unable to track GST on Accounts Payable and Accounts Receivable account in QBO. The system will only allow you to track taxes on the expense, checking, and income accounts. 

To categorise the transaction set the GST to Out of Scope or if you wanted to apply tax on the transaction use a different account like use the same account used on the original transaction.

Stay in touch with me on how the contact goes by commenting below. I'm always right here whenever you have follow-up questions.

Thank you so much for your help.

That has resolved the issue.

Kind regards,

Nicole

Hi there,

Glad to hear that worked out. Feel free to post again in the Community if you have any questions. We'll be around to help you.

Can the text in a custom field be made bold and the color changed in Quickbooks online?

Hello there, julnjake.

Please know that QuickBooks Online currently doesn't have the option to be bold and change the color of text in a custom field. However, let me route you to a center where you can achieve your goal in an alternative way.

Beforehand, keep in mind that QuickBooks allows you to modify the font size and color of the highlights in column headings. This allows you to personalize the style of the forms. If you want to complete this process, follow the steps listed below.

1. Click the Gear icon ⚙ and then select Custom form styles.
2. Choose the New style button.
3. Select the type of sales form you want to create a template for.
4. Go the the Design tab.
5. Click Try other colours to change the color and Select a different font to change the font.
6. Click Done.

On the other hand, I recommend visiting our Apps center so you're able to see hundreds of apps that you can integrate into QuickBooks. This way, it'll help you make a text in the custom field be made bold and the color changed.

In case you need steps on how you can view different statuses of sales transactions like open and closed invoices, you can read this article: View sales transactions in QuickBooks Online.

If you have any further questions or need assistance with managing your sales transactions in QuickBooks, please don't hesitate to let me know. It would be my pleasure to help you some more, julnjake. Keep safe and have a good one. 

When I use to create invoices and request them to be sent I had the option to have them emailed or QBO to physically mail the invoice.  I am not finding how to have them physically mailed any more? Does QBO no longer do that?  Also how do I sort to find the invoices that have NOT been sent?

A warm welcome to the Community space, @cbennett3. 

Physically mailing invoices is unavailable in QuickBooks Online. Let me share other ways to help you send them to your customers.

You have various options for sharing the invoice. Instead of mailing it physically, you can send it conveniently via email by choosing to Save and send. I'm adding the functions of other choices below:

• Save and new to save your invoice, and create a second one.
• Save and close to exit the invoice window after saving it.
• Save and share link to send an invoice link to your customer's email address.
• Save and share (WhatsApp) to keep your invoice and send it to your customer via a WhatsApp message.

Moreover, you can follow the steps below to sort your invoice list and find those that have not been sent:

1. Go to the Sales menu, then select the Invoices tab. 
2. Click in the Status column and see if the Invoice has been sent, viewed, paid, and deposited. 

Here's an article for more details about statuses that you might see: Create invoices in QuickBooks Online.

I'm adding some resources to guide you in tailoring it in the future:

• Customise invoices, quotes, and sales receipts in QuickBooks Online
• Record invoice payments in QuickBooks Online

Let me know how this goes so I can further assist you with invoices and sales-related tasks. I'll be here to lend a helping hand. Have a great day!

I have a recurring transaction that I want to invoice today. I do not want to change the template, but I would like the dates of the next recurring invoice to advance. Is this possible???

I can help you with that, @Big Dog 100. 

QuickBooks Online (QBO) provides the option to create and customize recurring transactions such as invoices. Since you already have an existing template that you wish to use for immediate invoicing, you can just easily make use of this manually without modifying the date to set it in advance. 

Here's how: 

1. Select the Gear icon and select Recurring transactions in the Lists column. 
2. Search and select your desired template. 
3. In the Action column, click on Use. 

See the screenshot below for visual reference:

I'm leaving this article for future reference in receiving invoice payments in QuickBooks: Record invoice payments in QuickBooks Online. 

Additionally, you can set up automated reminders for your customers when your invoices are due. This feature can help you get paid faster and reduce the number of overdue payments. 

You can utilize the reply button below if you have further questions about recurring transactions in QBO. The Community is always here to support you. Keep safe. 

Hi, i am having trouble trying to have some text bold in quotes and invoices as well as adding spacing between lines in quotes. every time I try to add a space at the start of a new line to make it easier for clients to read the system just deletes that space. What am missing? Surely this is possible. 

I appreciate you for sharing this information, @BradC13. Let me help you customize forms in QuickBooks Online (QBO). 

Since this feature is unavailable in QuickBooks, I recommend sending feedback to add this in future updates. If you have any suggestions or ideas, please follow these steps to send us your input:

1. Go to the Gear icon.
2. Select Feedback.
3. Type in your recommendation in the Share your feedback field.
4. Click Next.

In the meantime, we can create a new Quote transaction and add another line item by following these steps:

1. Login to your QBO account.
2. Click + New icon, and select Quote.
3. Enter the details in the required fields.
4. In the Products and services section, choose an Item in the first line.
5. In the second line, enter a space only in the Product and services section, and clear the amount in the quantity section before adding another line item in the third line.

Also, you can do the same steps when creating an Invoice transaction.

Moreover, you can check this article to learn how to set up your print settings so you can print checks in QBO: Configure your print settings for printing checks in QuickBooks Online.

We're always here to help if you have other feature concerns or need further assistance managing Quotes and Invoices in QBO. Don't hesitate to leave a reply in the comment section. Keep safe.

Hi,

We have had a customer pay an invoice twice.

I have left the second payment uncategorised.

I've just done another invoice for their most recent sale and wish to apply the uncategorised payment however, the invoice is dated today, 29th April, and the payment was back on 8th March.

QB won't seem to allow me to apply the payment to the invoice via the Bank Transactions screen.

Alternatively, I can apply the payment via the Invoice - Receive payment screen however I then can't find this payment in my banking.

Any help / suggestions would be appreciated.

Hi TH1833,

Thanks for posting in the Community!

You can categorize the duplicate payment as a bank deposit and use the Accounts Receivable. Then, link the payment to the invoice by manually receiving payment against the invoice. Here's how:

1. Click on the Transactions tab.
2. Click on Bank transactions.
3. Locate and click the payment, select Deposit in the Type of transaction. Under Account choose Accounts Receivable.
4. Click on Add.

Then, let's go to the invoice you've created and then click on Receive Payment. Under Credits select the Deposit to apply the payment. Here's how:

1. Click on the Sales tab.
2. Click on All Sales.
3. Locate the invoice and click on Receive payment.
4. Under Credits make sure the deposit is selected to link to the invoice.
5. Click on Save and new.

Check this link to learn more about Handle customer refunds in QuickBooks Online.

Drop by again in the Community if you have further concerns. I'll be around to help you.