Locate and select the existing customer to change. Select Edit to open the customer information. Select the Is a sub-customer checkbox. Choose the parent customer you created from the Parent customer dropdown list. Select Save. Your open receivables can now be totaled, grouped...
Can I stop QBO from autofilling in the customer/vendor/payee from imported bank transactions - because it's usually wrong A little while back, something changed. What used to happen was that if QBO recognized a bank transaction from a vendor that had been paid...
If the customer has multiple outstanding invoices, QuickBooks Online will put a check mark in front of the oldest one(s). You can change this if you need to by clicking to uncheck the box and clicking in the box in front of the correct one. Tip: If you want to isolate invoices from...
Choose the category the custom field belongs to: Customer, Transaction, or Vendor. Mark the forms where you want the custom field to appear. If you want customers or vendors to see the field on a form (such as invoices, estimates, or purchase orders), t...
I need to change the name of my company in the Bill.com Bill Pay. I've changed it in QBO. But my payments arrive at my vendor's bank with our old name. Thanks K
You might want to look into the Purchases or Sales by Class Detail. These reports will show transactions that are categorized per Class. Just type in the Search field, Purchases (vendor transactions) by Class Detail or Sales (customer transactions) by...
To locate the parent customer, utilize the name of an Accounts Receivable account on the Chart of Accounts. Select Save. Repeat the steps for every Accounts Receivable you need. Step 2: Change your existing customers to sub-customers. You need to identify which cus...
To locate the parent customer, utilize the name of an Accounts Receivable account on the Chart of Accounts. Select Save. Repeat the steps for every Accounts Receivable you need. Step 2: Change your existing customers to sub-customers. You need to identify which c...
Auto-recall uses the info from the last saved transaction type for that specific customer, vendor, or employee. Here is how you can turn the feature off: Go to the Gear Icon, then select Account and Settings. Choose Advanced. In the Automation section, click on the...
Let me know if you need further help to migrate your file. I'm always here to help. Have a great rest of the day! stephanieMinistryCPA Level 3 May 22, 202304:13 PM Apparently you did not see my last post. I did contact Desktop customer support and...