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Company Preferences tab: Customer agreements for payments that are milestones, invoiced when reached. Does anyone have a process or best practice for Milestone invoicing?

Since milestone is a type of billing where the client pays you at agreed-upon intervals, I recommend using progress invoicing in QuickBooks Desktop.

In QuickBooks, you can split an estimate into as many invoices you need. As the project goes along, your customers can make partial payments until the estimate is paid […]

Resolution for 'Company Preferences tab issue: 'Customer agreements for payments that are milestones, invoiced when reached. Does anyone have a process or best practice for Milestone invoicing?' available: Yes.

The Company Preferences tab issue or error code is a known issue in Quickbooks Online (QBO) and/or Quickbooks. Support for this issue is available either by self-service or paid support options. Experts are available to resolve your Quickbooks issue to ensure minimal downtime and continue running your business. First try to resolve the Company Preferences tab issue yourself by looking for a resolution described in the article. If it is a complex Company Preferences tab issue or you are unable to solve the issue, you may contact us by clicking here or by using other Company Preferences tab support options.

For more information about resolving issues related to Company Preferences tab in Quickbooks/QBO or to get support for the issue 'Customer agreements for payments that are milestones, invoiced when reached. Does anyone have a process or best practice for Milestone invoicing?', click the link below:

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Company Preferences tab: entering a special invoice

Let’s create a billable expense and add it to an invoice.

Once you create a bill with multiple billable expenses, you have an option to select the outstanding billable expense you want to add when creating an invoice and use the remaining billable expense to be billed in the future. Let […]

Resolution for 'Company Preferences tab issue: 'entering a special invoice' available: Yes.

The Company Preferences tab issue or error code is a known issue in Quickbooks Online (QBO) and/or Quickbooks. Support for this issue is available either by self-service or paid support options. Experts are available to resolve your Quickbooks issue to ensure minimal downtime and continue running your business. First try to resolve the Company Preferences tab issue yourself by looking for a resolution described in the article. If it is a complex Company Preferences tab issue or you are unable to solve the issue, you may contact us by clicking here or by using other Company Preferences tab support options.

For more information about resolving issues related to Company Preferences tab in Quickbooks/QBO or to get support for the issue 'entering a special invoice', click the link below:

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Company Preferences tab: Child Support paid by owner through third party payroll

If you want to show child support deductions on owner’s W-2 Form, record them on the paycheck in QuickBooks Desktop. If you don’t have a payroll subscription, you can set up payroll in a few easy steps.

Let me show you how:

Make sure that your preferences are set up for […]

Resolution for 'Company Preferences tab issue: 'Child Support paid by owner through third party payroll' available: Yes.

The Company Preferences tab issue or error code is a known issue in Quickbooks Online (QBO) and/or Quickbooks. Support for this issue is available either by self-service or paid support options. Experts are available to resolve your Quickbooks issue to ensure minimal downtime and continue running your business. First try to resolve the Company Preferences tab issue yourself by looking for a resolution described in the article. If it is a complex Company Preferences tab issue or you are unable to solve the issue, you may contact us by clicking here or by using other Company Preferences tab support options.

For more information about resolving issues related to Company Preferences tab in Quickbooks/QBO or to get support for the issue 'Child Support paid by owner through third party payroll', click the link below:

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Company Preferences tab: Advanced payments by customers

I’d be delighted to help you show the payments as income in the reports via QuickBooks Desktop.

The Accrual basis report counts income and expenses as if they happened when you sent the invoice or got the bill. You may want to change the accounting method on the report into Cash basis.

To set your […]

Resolution for 'Company Preferences tab issue: 'Advanced payments by customers' available: Yes.

The Company Preferences tab issue or error code is a known issue in Quickbooks Online (QBO) and/or Quickbooks. Support for this issue is available either by self-service or paid support options. Experts are available to resolve your Quickbooks issue to ensure minimal downtime and continue running your business. First try to resolve the Company Preferences tab issue yourself by looking for a resolution described in the article. If it is a complex Company Preferences tab issue or you are unable to solve the issue, you may contact us by clicking here or by using other Company Preferences tab support options.

For more information about resolving issues related to Company Preferences tab in Quickbooks/QBO or to get support for the issue 'Advanced payments by customers', click the link below:

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Company Preferences tab: How do you set up VAT for EU only when not registered for VAT in UK

You can set up VAT in QuickBooks Desktop by following the steps below. However, for the tracking difference, I’d recommend reaching out to EU (Spain) revenue for guidance.

Here are the steps:

Click Edit located at the top.
Choose Preferences, then the preferences pop-up window appears.
On the left panel, click VAT.
Click […]

Resolution for 'Company Preferences tab issue: 'How do you set up VAT for EU only when not registered for VAT in UK' available: Yes.

The Company Preferences tab issue or error code is a known issue in Quickbooks Online (QBO) and/or Quickbooks. Support for this issue is available either by self-service or paid support options. Experts are available to resolve your Quickbooks issue to ensure minimal downtime and continue running your business. First try to resolve the Company Preferences tab issue yourself by looking for a resolution described in the article. If it is a complex Company Preferences tab issue or you are unable to solve the issue, you may contact us by clicking here or by using other Company Preferences tab support options.

For more information about resolving issues related to Company Preferences tab in Quickbooks/QBO or to get support for the issue 'How do you set up VAT for EU only when not registered for VAT in UK', click the link below:

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Company Preferences tab: How do I add a deposit to drop down list to the Sales Recept window?

QuickBooks Desktop Canada makes it easy to add the deposit to drop-down. To do this, go to Edit > Preference > Payment > then Company preferences Tab. Uncheck the ‘Use undeposited funds as a default‘.

Give this a try and let me know how you make out. If you need further […]

Resolution for 'Company Preferences tab issue: 'How do I add a deposit to drop down list to the Sales Recept window?' available: Yes.

The Company Preferences tab issue or error code is a known issue in Quickbooks Online (QBO) and/or Quickbooks. Support for this issue is available either by self-service or paid support options. Experts are available to resolve your Quickbooks issue to ensure minimal downtime and continue running your business. First try to resolve the Company Preferences tab issue yourself by looking for a resolution described in the article. If it is a complex Company Preferences tab issue or you are unable to solve the issue, you may contact us by clicking here or by using other Company Preferences tab support options.

For more information about resolving issues related to Company Preferences tab in Quickbooks/QBO or to get support for the issue 'How do I add a deposit to drop down list to the Sales Recept window?', click the link below:

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Company Preferences tab: How to set-up tax-inclusive prices?

To start recording sales tax in QuickBooks Desktop, you’ll first need to turn the feature on and set up sales tax items or tax groups.
Here’s how you’d turn it on:

1. From the QuickBooks Edit, menu click preferences.
2. In the preferences window, click Sales Tax then go to the Company Preferences […]

Resolution for 'Company Preferences tab issue: 'How to set-up tax-inclusive prices?' available: Yes.

The Company Preferences tab issue or error code is a known issue in Quickbooks Online (QBO) and/or Quickbooks. Support for this issue is available either by self-service or paid support options. Experts are available to resolve your Quickbooks issue to ensure minimal downtime and continue running your business. First try to resolve the Company Preferences tab issue yourself by looking for a resolution described in the article. If it is a complex Company Preferences tab issue or you are unable to solve the issue, you may contact us by clicking here or by using other Company Preferences tab support options.

For more information about resolving issues related to Company Preferences tab in Quickbooks/QBO or to get support for the issue 'How to set-up tax-inclusive prices?', click the link below:

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Company Preferences tab: Can i change the basic invoice i am emailing to customers? Where is that template?

Oh, if you are asking about the Email Outgoing Message, that is not the invoice; that is the Message. That is in Edit menu > Preferences, Send Forms, Company Preferences tab. Make your Own, set as Default.

Resolution for 'Company Preferences tab issue: 'Can i change the basic invoice i am emailing to customers? Where is that template?' available: Yes.

The Company Preferences tab issue or error code is a known issue in Quickbooks Online (QBO) and/or Quickbooks. Support for this issue is available either by self-service or paid support options. Experts are available to resolve your Quickbooks issue to ensure minimal downtime and continue running your business. First try to resolve the Company Preferences tab issue yourself by looking for a resolution described in the article. If it is a complex Company Preferences tab issue or you are unable to solve the issue, you may contact us by clicking here or by using other Company Preferences tab support options.

For more information about resolving issues related to Company Preferences tab in Quickbooks/QBO or to get support for the issue 'Can i change the basic invoice i am emailing to customers? Where is that template?', click the link below:

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Company Preferences tab: Is there a way to prevent bilable hours from being autochecked?

Are you referring to the billable box in the Timesheet? If you are, I’m happy to help share how to change the settings in QuickBooks to prevent the billable hours from being auto checked.

Here’s how:

At the top menu, select the Edit menu.
Select Preferences.
On the left pane, select […]

Resolution for 'Company Preferences tab issue: 'Is there a way to prevent bilable hours from being autochecked?' available: Yes.

The Company Preferences tab issue or error code is a known issue in Quickbooks Online (QBO) and/or Quickbooks. Support for this issue is available either by self-service or paid support options. Experts are available to resolve your Quickbooks issue to ensure minimal downtime and continue running your business. First try to resolve the Company Preferences tab issue yourself by looking for a resolution described in the article. If it is a complex Company Preferences tab issue or you are unable to solve the issue, you may contact us by clicking here or by using other Company Preferences tab support options.

For more information about resolving issues related to Company Preferences tab in Quickbooks/QBO or to get support for the issue 'Is there a way to prevent bilable hours from being autochecked?', click the link below:

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Company Preferences tab: My company switched banks and I’m ready for a new payroll. What do I do to change the bank information?

clicking here or by using other Company Preferences tab support options.

For more information about resolving issues related to Company Preferences tab in Quickbooks/QBO or to get support for the issue 'My company switched banks and I’m ready for a new payroll. What do I do to change the bank information?', click the link below:

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