Invoicing & Tax
16 articles
Payment Applied Error: Fixing Inconsistent Customer Credit Mappings
A “Payment Applied” error or inconsistent credit mapping occurs when QuickBooks Online attempts to link a…
Duplicate Invoices: How to Fix Invoice Number Sequencing Errors
When QuickBooks Online skips numbers, reuses an invoice number from months ago, or presents an alert…
Customer Balances: Resolving Inconsistencies Between Invoices and Credits
A customer balance inconsistency occurs when a customer’s open balance on the Accounts Receivable (A/R) Aging…
Recurring Invoices: Troubleshooting Automated Billing in QBO
When automated recurring invoices fail to generate, send duplicate drafts, or stop processing scheduled customer payments,…
Sales Tax Reports: Troubleshooting Liability Discrepancies in QBO
A sales tax liability discrepancy occurs when the sales tax payable balance on your Balance Sheet…
Multi-Currency Fix: Resolving Conversion Errors in QuickBooks Online
Enabling the Multi-Currency feature in QuickBooks Online allows you to invoice foreign customers, pay international vendors,…
Match Not Found: Fixing Bank Feed & Invoice Reconciliation Issues
When a transaction downloaded from your bank feed does not match an existing invoice, customer payment,…
Missing Pay Now Button: How to Restore Payment Links on Sent Invoices
When a customer opens an invoice emailed from QuickBooks Online and cannot find the “Pay Now”…
QuickBooks Payments: Resolving “Deposit on Hold” Status Issues
A “Deposit on Hold” or “Funds on Hold” status in QuickBooks Payments means Intuit’s automated merchant…
Credit Card Declined: Troubleshooting Payment Errors in the QBO Interface
When a credit card payment is declined while processing inside QuickBooks Online, the interface displays an…
Tax Overrides: How to Manually Adjust Sales Tax in QuickBooks Online
QuickBooks Online’s Automated Sales Tax (AST) handles most standard state and local rates automatically. However, automated…
Sales Tax Fix: Troubleshooting Automated Tax Calculation Errors
An inaccurate or failing sales tax calculation breaks down invoice generation and compromises compliance tracking. When…