r/quickbooksonline

Done paying QuickBooks a percentage on ACH but the last switch wrecked our bank rec. 25 person HVAC shop, invoices run $3k to $35k. This time i'm checking invoice matching, separate fee lines, no customer account, limits, returned ACH and how the batch deposit lands. That last part cost us two months of cleanup. What would you add?

When I do a job for a client I typically bill just for the equipment portion ahead of time and the labour after the job is complete. What’s the correct way to handle changes to the equipment and labour that were actually required for the job? Previously I’ve just edited the invoice but this kind of breaks the link to the estimate. Are they supposed to stay in sync? Does it even matter?