Hi. How do I reallocate payments received to the wrong client invoice in error?

Many thanks

Hello Gardendoctorsmike17, thanks for posting on this thread, so to reallocate the payment received to the wrong client in error, it is just a case of going into the invoice, clicking on 1 payment top right-hand corner and then clicking on the date, the received payment page will then open up, click on more at the bottom middle of the page and then select delete,  this will then remove the payment from that invoice and open that invoice up again to be then matched against correctly.

I facing some issues with importing multiple invoices in QuickBooks Online.

See the attachment that errors message prompt out.

Thanks for joining this thread, @Sok Kien Ng 

Please check the invoice numbers on your CSV file to make sure that they are all unique. You may also try removing the line containing the 11-231002 reference to see if the file then imports successfully. 

Get back to us below if this doesn't fix. :)

Hi

Trying to import an invoice for the first time. Keep getting an Unknown error for the *InvoiceNo I am importing...I'm only using numbers but it keeps being rejected....

Any ideas?

Thanks

Hi, guys! Could you please answer my question? Why my imported sales invoices are not marked as paid? 

This is the example of my invoice and I have always see the problem, that it is due date, or overdue. Can I somehow change to be already with paid status? Also, can I somehow avoid date format selection and make it by some default value?

Hello Radush_v, thanks for posting on this thread on the Community page, If you are importing as an invoice it will just be an open invoice, no payment will be associated with it. If you are importing sales receipts then it will show as a paid transaction. 

Could you please tell me how to import sales receipts?

We're glad that you've joined the thread, @radush_v.

Let me walk you through importing sales receipts in QuickBooks Online.

QuickBooks allows users to upload multiple sales receipts together for business efficiency. With this, sales receipts should not be more than 100.

Before you get started, please remember the following:

• You can upload sales receipts with multicurrency and multiple line items or as a total value for each invoice.
• VAT must be enabled if transactions have VAT amounts, though you don't need to change your VAT codes to QuickBooks VAT code formats.
• The sample file will not contain VAT columns if not turned on and vice versa.
• The VAT code will be the basis for VAT calculation if no VAT amount is specified. Otherwise, it will override any calculations that will be made by QuickBooks.
• Enable the Custom transaction number to keep sales receipt numbering in your file.
• CSV file should use this format when products/services need to be allocated to a Category: [category name]:[item name]
• Transactions with discounts and negative amounts cannot be imported.
• QuickBooks will utilize GBP as the home currency if not specified.

To begin with, let's open the Import sales receipts tool. Here's how:

1. Head to the Gear icon.
2. Select Import data under Tools.
3. Choose Sales receipts.

After that, proceed to Steps 2, 3, and 4 to complete the process: How to import sales receipts.

On the other hand, consider reviewing these resources for guidance on organizing and reviewing your transactions to keep our book accurate: 

• Categorise and match bank transactions in QuickBooks Online
• Reconcile an account in QuickBooks Online

Keep us posted if you have additional questions on importing sales receipts or other related concerns in QuickBooks Online. We'll be around to help.

I have added another column on my invoice template for commodity codes which is visible when I preview the layout but when I raise a new invoice the column is not there?

I know a way we can make your custom field visible for newly created invoices in QuickBooks Online (QBO), Graham.

Custom fields are used to let you add additional details about your business or any product-specific information. On the other hand, this is used to easily track and report information that is important for the transaction.

To make it visible on the next invoice you entered, let's make sure to use or apply the same template where you added this commodity code column. Here's how:

1. Go to the Sales menu and go to the Invoices tab.
2. Loate the transaction you'll need to amend to apply the specific template for this.
3. Under the Action column, hit Edit or View/Edit.
4. If you're using the old invoice layout, click the Customise option at the bottom and select the correct tempate. For new invoice layout, click on the Manage button and drill down the Design section.
5. From there, select the right template where your customised column is available.

If the field is still unavailable after following the steps above, I recommend performing browser troubleshooting steps to eliminate and address unusual behavior in QBO. To start, we can access your company file using a private window. A private window is a helpful tool for troubleshooting browser-related difficulties as it won't preserve any history. The following are the keyboard shortcuts:

• Google Chrome: press Ctrl + Shift + N
• Mozilla Firefox: press Ctrl + Shift + P
• Safari: press Command + Shift + N

After completing the task, it is recommended to clear your browser's cache or cookies to avoid similar issues in the future. Alternatively, opting for one of the browsers that are supported can also be a wise decision.

In addition, you can visit this resource to guide you in printing multiple sales forms in QuickBooks: Email or print multiple sales forms in QuickBooks Online.

If you have any queries about creating different sales transactions or anything about QuickBooks, please feel free to drop your comments below. I am always here to assist you with just a few clicks away.