I've added screenshots on my response above for reference. Check out this article for more information: How to duplicate an invoice or an estimate. This is indeed a great idea if added to QuickBooks Online. I encourage you to share this with our Product Engineers so that they may consider this option for future updates. Send your suggestions by clicking the Gear icon and selecting Feedback. You can also track feature requests through this website. Rest assured, I'll do the same on my end. Please don't hesitate to leave a comment below if you need anything else. Hi there, the meantime, you can create an indicator, such as adding a letter to the invoices. You can delete them once you received the file from your accountant, and then you can make an estimate. You can check out this article about deleting transactions for reference: Batch delete or void transactions in QuickBooks Desktop Accountant Edition. Regarding estimate balances on the Profit and Loss report isn’t available. The estimate is a non-posting transaction. It will only include the report once you convert them to an invoice. You can run the Transaction List by Customer report to show the estimates balances.Select the Transaction List by Customer.Under Columns, enter/select Open balance.You might want to check this article to learn more about how to customize your data and make them more personalize: Customize reports in QuickBooks Desktop. I’m always delighted to be your QuickBooks guide. ![]() There are options that we can do to get things sorted out, Carolexx. Since we're unable to convert invoices back estimates, we can either delete them or create a journal entry to correct the transactions. ![]() Though, this is only applicable if you haven't closed your books. ![]() Find the name of the customer that has open invoices.Locate the invoice, then click to open.If you'd like to create a journal entry, I suggest following these steps:.Fill out the fields to create your journal entry.Make sure your debits equal your credits when you’re done.īut before doing so, I recommend consulting an accountant to guide with the process.If you don't have any, I encourage visiting this link to find one.
0 Comments
Leave a Reply. |
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |