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Ghadeer947
Level 2

customer SOA

Hi all,

 

after switching from  Quickbooks Mac to quick books online, I faced an issue with SOA for customers ( can't issue it ) as an attachment, and I tried all suggested in error message without any result,

 

Solved
Best answer April 08, 2020

Best Answers
GlinetteC
Moderator

customer SOA

Thanks for taking the time to visit the Community, Ghadeer947.

 

 I appreciate the steps you've performed in getting rid of the error message. Let me provide some insight into converting from QuickBooks Desktop for Mac to QuickBooks Online. There are some data that won't convert to when you migrate to Online. One of these is the Attachments.

 

You can check out the limitations when you switch to other QuickBooks versions in this article: What to expect when you switch from QuickBooks Desktop to QuickBooks Online.

 

Let's make sure you can send customers a statement. Here's how to get this done:

  1. Click Sales on the left menu.
  2. Go to the Customers tab.
  3. Choose the tick boxes for the customers you wish you send statements to.
  4. Under Batch Actions, select Create Statement.
  5. In the Create Statements page, enter an email address.
  6. To email, click Save and Send.

Please refer to this article for more details: Create and view customer statements.

 

You can get back to me anytime if you have additional questions in QuickBooks. I'll do whatever it takes to ensure your concerns are addressed.

View solution in original post

1 Comment 1
GlinetteC
Moderator

customer SOA

Thanks for taking the time to visit the Community, Ghadeer947.

 

 I appreciate the steps you've performed in getting rid of the error message. Let me provide some insight into converting from QuickBooks Desktop for Mac to QuickBooks Online. There are some data that won't convert to when you migrate to Online. One of these is the Attachments.

 

You can check out the limitations when you switch to other QuickBooks versions in this article: What to expect when you switch from QuickBooks Desktop to QuickBooks Online.

 

Let's make sure you can send customers a statement. Here's how to get this done:

  1. Click Sales on the left menu.
  2. Go to the Customers tab.
  3. Choose the tick boxes for the customers you wish you send statements to.
  4. Under Batch Actions, select Create Statement.
  5. In the Create Statements page, enter an email address.
  6. To email, click Save and Send.

Please refer to this article for more details: Create and view customer statements.

 

You can get back to me anytime if you have additional questions in QuickBooks. I'll do whatever it takes to ensure your concerns are addressed.

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