Activity Feed for chipoffblock
- Cheered Re: Totally confused again. I have received payments by cheque and have recorded payment against appropriate invoices. How do I record the deposit of those cheques to bank? for Rustler. 09-01-2019 06:53 AM
- Got Cheered for Ya, you can go to the payments, and change them to UF.. 04-29-2019 07:27 AM
- Got Cheered for You can make a invoice, for that amount, and then if you.... 04-15-2019 10:10 AM
- Posted Re: Sales Order/Invoice Forms on Other questions. 02-25-2019 05:34 AM
- Posted Re: Invoices on Payments. 01-07-2019 01:59 PM
- Posted Re: Invoices on Payments. 01-07-2019 07:39 AM
- Posted Re: Bank posted a check # wrong. To fix, they credited check back & reposted it. What acct do I post the transaction with the wrong check # & the credit to that the bank did? on Banking. 12-11-2018 12:12 PM
- Posted Ya, you would think it wouldn't be hard for them to imple... on Account management. 12-10-2018 09:45 PM
- Posted There is no way directly from QB's that I know of. But yo... on Account management. 12-10-2018 09:45 PM
- Posted Sounds like you knowitall, cause you can fix all your own... on Reports and accounting. 12-10-2018 08:52 PM
- Posted There was a glitch in a QB's update. The option for shade... on Reports and accounting. 12-10-2018 08:52 PM
- Posted You don't need to delete the deposit. You can just 'trick... on Banking. 12-10-2018 08:48 PM
- Posted Ya, sorry I had forgot a little how it worked! To re-add... on Banking. 12-10-2018 08:48 PM
- Posted If you go to the Item list, and make sure it is in hierar... on Reports and accounting. 12-10-2018 08:34 PM
- Posted Ok, then some things I would try; But make a backup first... on Reports and accounting. 12-10-2018 08:34 PM
- Posted The quantity column does not have a Total box. it is only... on Reports and accounting. 12-10-2018 07:24 PM
- Posted Just remember, your company files on the different comput... on Account management. 12-10-2018 06:53 PM
- Posted To add to Rustlers answer, are you looking at an invoice... on Reports and accounting. 12-10-2018 06:51 PM
- Posted But the only way it reminds you is if you go looking for... on Reports and accounting. 12-10-2018 06:01 PM
- Posted So in other words, notes are virtually useless? Does anyo... on Reports and accounting. 12-10-2018 06:01 PM
chipoffblock
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Member profile
01-07-2019
01:59 PM
Ok, when you make an Invoice for a customer, there is no standard column for Vendors. If you have a column called vendors, it must be a custom made column, (or a standard column that has erroneously named 'Vendor") and will not populate the vendor name, you would have to type it in there.
But something tell me we may not be talking about the invoice form??
Can you post a screenshot of the form you are working in?
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01-07-2019
07:39 AM
Ok, to make sure I understand you correctly, lets go over QB's terminology.
An charge from your vendor is a Bill in QB's
A charge from you to your customer is an Invoice.
In a bill you can only select vendors, and in an invoice only customers.
In a Check you can select either vendors or customers.
So what do you mean by " vendor column on invoice"?
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12-11-2018
12:12 PM
If the check and credit are exactly the same, I wouldn't even enter it. Just forget it ever happened.
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12-10-2018
09:45 PM
Ya, you would think it wouldn't be hard for them to implement! The best we can do is go to Help menu, send feedback online!!
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12-10-2018
09:45 PM
There is no way directly from QB's that I know of. But you can open your customer center, and at the top click the Excel tab, and export the customer list to excel. Then in excel, you can sort the email column alphabetically, and then select all the email addresses, hit Ctrl C to copy them, then open your started email, and past these addresses in the BCC field.
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12-10-2018
08:52 PM
Sounds like you knowitall, cause you can fix all your own problems!! Have a Great Day!
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12-10-2018
08:52 PM
There was a glitch in a QB's update. The option for shaded lines is only supposed to be available in Enterprise! But somehow it got into Pro and Premier with no button to clear it. But if you go to File Menu>Print setup>choose Invoice, Check mark the box''Do not print lines around each field'' and save. That should remove all lines. Then you can go back and uncheck that box, and only the 'box' lines should come back. And then there is no way to turn the shaded lines back on again!!
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12-10-2018
08:48 PM
You don't need to delete the deposit. You can just 'trick' QB's! As long as the total amount on a deposit stays the same, it won't affect the reconcile. So you can just change the 'from account' in the deposit to anything else, and resave. then you can edit the payment. Then open the deposit again, and re-add the payment, and delete the line that was there before. Then the dollar value should be correct again, so you can re-save.
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12-10-2018
08:48 PM
Ya, sorry I had forgot a little how it worked! To re-add the payment, you have to click the payment button, and choose the payment from the list.
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12-10-2018
08:34 PM
If you go to the Item
list, and make sure it is in hierarchical view, then you will see a diamond in
front of the items name. If you click a sub item's diamond, and drag it left,
it is no longer a sub. Then you can drag it up UNDER the item you want it to be
a sub of, and then drag it right to make it a sub.
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12-10-2018
08:34 PM
Ok, then some things I would try; But make a backup first so you can go back if you mess things up!! Using the Add/Edit multiple lists feature: If you know you have 100 subitems that need a different parent item, make sure those subitems are all grouped together in the Add/Edit feature. Then in excel, make a column of 100 cells (exactly the same number as in QB's) that contain the NEW parent name. Select all of those, and Copy. then in QB's, select the first 'subitem OF' name that you want to change, and paste. It will paste exactly as many down as you copied from excel.
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12-10-2018
07:24 PM
The quantity column does not have a Total box. it is only a line by line thing.
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12-10-2018
06:53 PM
Just remember, your company files on the different computers will be not be synced. You have to remember to make a backup, and restore that on the next computer, every time you move to one of the other computers. It seems like a simple thing to do, but it is very easy to forget, and enter data at 2 locations, and that cannot be combined! If at all possible, it is way safer and better to use a remote access to make the entries all on the one computer.
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12-10-2018
06:51 PM
To add to Rustlers answer, are you looking at an invoice you already had made? QB's will always show the template that particular invoice was last saved with, even if you later make that template inactive. But if you open a new invoice, only your active templates should show up in the dropdown list, so if you make all others inactive, only the active one should show up.
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12-10-2018
06:01 PM
But the only way it reminds you is if you go looking for the reminder, right?
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12-10-2018
06:01 PM
So in other words, notes are virtually useless? Does anyone find a use for them? If so, in what way?
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12-10-2018
05:45 PM
1 Cheer
Ya, you can go to the payments, and change them to UF.
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12-10-2018
05:44 PM
You need to first enter the Receive Payments in QB's, and choose to ''deposit to' the Undeposited Funds account. Then you need to enter the deposit, selecting all the payments that got deposited together. Then the bank feed will 'match'.
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11-08-2018
11:54 AM
Have you tried sorting by invoice number? Would separate them, but not total them. Excel is your friend here.
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10-15-2018
05:07 PM
1 Cheer
You can make a invoice, for that amount, and then if you make a Receive payment, and select the customer, and then select both the credit and the invoice, it should zero out.
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02-05-2018
11:58 AM
Normally you would just make an invoice for the new charges, and then send a statment as well, that shows all unpaid amounts, as well as any payments that may have been made.
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11-29-2017
08:58 AM
3 Cheers
I usually start with ''Our records show this invoice as not paid yet. Have you already paid and the payment got lost somehow?'' Usually a nudge is all they need, in my case.
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11-28-2017
07:40 AM
2 Cheers
I first check my right hand pocket, then my jacket pocket, then quickly rub over all possible spots for pockets as i start to hyperventilate..... or did I not get the question?....
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