Manage Customers and income

How do I change the invoice date and payment terms in the new layout of quickbooks app. On the precious version I could select the invoice date and payment terms?

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I need to post a partial payment made by a company credit card on an already posted vendor invoice w/o double posting when the cc statement comes in.

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How can e-invoicing be activated in quickbooks online? Also, how to proceed in setting up e-invoicing facility linking external parties?

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71 / 5.000 How do I enter an invoice and associate it with a specific liability?

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Are there plans to integrate an AI/AI Agent to take in a PDF or an image, a receipt, decipher the receipt's content, then attach it to the appropriate credit card trx?

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How to apply multiple discounts that I have to give my retailers like trade discount and then promotional scheme and then also cash discounts?

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How many invoice template you have, I don't like from them, can I get any other templates

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Difference between cash memo and invoice

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How to link particular invoice for creating the debit note?

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How to get export sales invoice entry under zero rated supply and it should reflect in GSTR1 COLUMN 6A

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Unanswered Topics

It’s telling me my invoice status may be out of date , what does this mean

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How do I save a customer's balance summary to excel

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How are vehicle lease payments entered?

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After the update, I can’t create any invoices. It doesn’t let me add parts or labor. Please fix this issue — my business has come to a halt.

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Why can't I see the dropdown for Custom Form Styles under manage?

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My business is vat exempt (childcare) is there a way to record this in quickbooks online so it populates automatically for invoicing etc?

0 Replies 0 Views

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Can’t access my invoices

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Are there plans to integrate an AI/AI Agent to take in a PDF or an image, a receipt, decipher the receipt's content, then attach it to the appropriate credit card trx?

0 Replies 3 Views

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3 Views

How do I get quickbooks to show a total on our invoices?

0 Replies 3 Views

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3 Views

Does anyone know if QBO cares what the customers like or don't like, want or don't want? I am trying to run a business and QBO arbitrarily makes changes with no warning,

0 Replies 16 Views

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16 Views

Yas Christmas ❤️

0 Replies 23 Views

0 Replies

23 Views

Quickbooks - please listen to your customers, accountants and bookkeepers. We are the ones utilizing your products. This isn't good customer service.

0 Replies 20 Views

0 Replies

20 Views

Who hates the new QB's platform as much as I do? Raise your hand. It is now more difficult to use ... and you can't change it back

0 Replies 13 Views

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13 Views

How do I set up locations for real estate property tracking

by on

0 Replies 22 Views

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22 Views

In Essentials, how do I allocate expenses for a specific customer in my invoices, without having to scroll through all my expenses to find them manually?

by on

0 Replies 20 Views

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20 Views

Is anyone else having issues with progress invoicing? I create invoices from estimates and can see the links. When I save and close, the links break.

by on

0 Replies 17 Views

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17 Views

I am no longer able to upload receipts through my browser. Has anyone else had this problem recently, and what was the resolution?

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0 Replies 17 Views

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17 Views

QuickBooks app wont upload receipts from snapshots

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0 Replies 14 Views

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Why cant I add my logo

by on

0 Replies 25 Views

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25 Views

How can my client make a partial payment on an invoice?

by on

0 Replies 17 Views

0 Replies

17 Views

Does anybody have problems with the new invoice format? It looks funky on emails and inconsistent - it still creates invoices with the original format

by on

0 Replies 22 Views

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22 Views

Can you make it any more difficult to use QBO? Why did you disconnect my payments account this month? Why are you creating extra work and frustration for this user?

by on

0 Replies 22 Views

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22 Views

Inv date is one period; inventory received in the next period. I need the inv date for Bill to take early pymt disc but need the recved date to be next period. How?

by on

0 Replies 19 Views

0 Replies

19 Views

How do I change the invoice date and payment terms in the new layout of quickbooks app. On the precious version I could select the invoice date and payment terms?

I need to post a partial payment made by a company credit card on an already posted vendor invoice w/o double posting when the cc statement comes in.

How can e-invoicing be activated in quickbooks online? Also, how to proceed in setting up e-invoicing facility linking external parties?

71 / 5.000 How do I enter an invoice and associate it with a specific liability?

Are there plans to integrate an AI/AI Agent to take in a PDF or an image, a receipt, decipher the receipt's content, then attach it to the appropriate credit card trx?

How to apply multiple discounts that I have to give my retailers like trade discount and then promotional scheme and then also cash discounts?

How many invoice template you have, I don't like from them, can I get any other templates

Difference between cash memo and invoice

How to link particular invoice for creating the debit note?

How to get export sales invoice entry under zero rated supply and it should reflect in GSTR1 COLUMN 6A

It’s telling me my invoice status may be out of date , what does this mean

How do I save a customer's balance summary to excel

How are vehicle lease payments entered?

After the update, I can’t create any invoices. It doesn’t let me add parts or labor. Please fix this issue — my business has come to a halt.

Why can't I see the dropdown for Custom Form Styles under manage?

My business is vat exempt (childcare) is there a way to record this in quickbooks online so it populates automatically for invoicing etc?

Can’t access my invoices

Are there plans to integrate an AI/AI Agent to take in a PDF or an image, a receipt, decipher the receipt's content, then attach it to the appropriate credit card trx?

How do I get quickbooks to show a total on our invoices?

Does anyone know if QBO cares what the customers like or don't like, want or don't want? I am trying to run a business and QBO arbitrarily makes changes with no warning,

Yas Christmas ❤️

Quickbooks - please listen to your customers, accountants and bookkeepers. We are the ones utilizing your products. This isn't good customer service.

Who hates the new QB's platform as much as I do? Raise your hand. It is now more difficult to use ... and you can't change it back

How do I set up locations for real estate property tracking

In Essentials, how do I allocate expenses for a specific customer in my invoices, without having to scroll through all my expenses to find them manually?

Is anyone else having issues with progress invoicing? I create invoices from estimates and can see the links. When I save and close, the links break.

I am no longer able to upload receipts through my browser. Has anyone else had this problem recently, and what was the resolution?

QuickBooks app wont upload receipts from snapshots

Why cant I add my logo

How can my client make a partial payment on an invoice?

Does anybody have problems with the new invoice format? It looks funky on emails and inconsistent - it still creates invoices with the original format

Can you make it any more difficult to use QBO? Why did you disconnect my payments account this month? Why are you creating extra work and frustration for this user?

Inv date is one period; inventory received in the next period. I need the inv date for Bill to take early pymt disc but need the recved date to be next period. How?

My client paid their invoice 4 days ago but it’s not showing up in QuickBooks yet, why not?

How to reopen an invoice that is closed?