I'm changing over from Quickbooks Pro to Online, and tying myself in knots trying to work some things out. My latest problem is with estimates/invoices.
When I create an estimate, I enter all rates inclusive of tax, as per the norm in our industry. The estimate looks tidy and comprehensible, with the total tax amount calculated below the subtotal.
When I save the estimate as a PDF however, Quickbooks changes the formatting and shows all rates as exclusive of tax, some of them to five decimal places. This looks untidy and unprofessional, and is confusing for customers.
How do I stop Quickbooks from doing this?
Image attached to demonstrate the problem.
I would really appreciate help on this, thank you.
I appreciate you for reaching out to the Community. Thank you for providing detailed information and a screenshot about what's going with your transaction in QuickBooks Online.
I've checked here and found some reports from other users similar to your issue. Our product engineers are already aware of what's going on, and they are hands-on to fix the problem as quickly as possible.
I recommend contacting our Support Specialists and provide the investigation number INV-21387. Those who are on the list of affected users will be receiving updates via Email concerning the progress.
Here's how you can reach them:
Keep in touch with me here should need additional assistance with saving transactions as PDF. I want to make sure you're taken care of.