How does anyone handle this issue? When payments export before invoice batches do, we then have to use the "Fix Unapplied Customer Payments and Credits" tool in QB to match all those together.&...
I need to apply a credit to an invoice that has been exported, but no payment has been made as of yet. Can I just apply a refund through the payment screen or do I need to do an invoice adjustment?
We are considered a contractor in Florida. In Florida once a job is over $5,000 you don't need to charge the county surtax, only the state sales tax rate. Many of our larger jobs are well...
Right now we have a super roundabout way of dealing with this due to these factors- We need the estimate to stay sold to have accurate reporting of my technicians numbers, although I can manually ...
Hello, Does anyone know why our arrival window for our jobs is set for the right time on our computers and tablets and the dispatch notification chat that is sent to our customers is always an hour ...
When I go into ACCOUNTING then INVOICES on the left I am finding a boat load of old invoices dating back to 2000! How can I clear this out and clean it up without making a mess of QBO?
Why don't I see the Technicians invoice he sent out to the customer under the accounting tab under the "batched/unbatched invoices" and how do I fix this