I need QBO to stop sorting my invoice entries. I need them listed in the order I enter them. I sometimes have 50+ entries and the service date is mandatory. I cannot invoice by QBO if this continues. Is there some setting I can use to make ...
So, we would like to be able to reorder the dates in the invoice creation/editing screen. I don't know if it's something our API can manage or if QBO will ever have an option to order by date in the invoice creation/editing screen. Cheer R...
I have my bank attached to QBO. Currently - when I receive a payment for an invoice, I open the customer, select the invoice, receive payment and fill in all info. The payment goes into my UNDEPOSITED FUNDS. From there, (I thought) I was to go to bank d...
Using "Estimates" doesn't fix the issue, because then you can't use QBO to actually send your customers estimates. We sales orders as an interim step between "Estimates" and "Invoices" to track firm orders received an in process, but not yet bil...
A work around was to duplicate existing expense categories to track the split or in some cases creating a combined location instance for each location combination. Doing so has increased our number of accounts an order of magnitude which has forced us into ...
I can help you clear the amounts on the undeposited funds in QBO, @Rohit. Undeposited Funds is created to hold funds until you are ready to deposit them. It serves as the default Deposit To account when you receive payments, use a payment item on an invoice, or enter a sales rece...
The feature to create a sales order in QuickBooks Online (QBO) is still unavailable. However, you can create an estimate and then turn it into an invoice at a later time. You'll create an estimate and send it to your customer for a quote,...
The feature to create a sales order in QuickBooks Online (QBO) is still unavailable. However, you can create an estimate and then turn it into an invoice at a later time. You'll create an estimate and send it to your customer for a quote,...
I don't do anything to remove the "needs attention" message because I don't see why I should create poor accounting processes to workaround a flaw that QBO should fix. If you click on the invoice, every one shows "PAID" and links to the payment...
Currently, there isn't an option to customize the bill payment check,serek. You can only customize the fields and appearance of the invoice. I'm adding this link as your reference:Customize form templates in QuickBooks Desktop for MAC. ...