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How to download a Customer Invoice into Excel?
Actual Invoice can not be exported to Excel. They have Invoice report which can be exported to Excel. If you would like an Invoice report < ul> <li>From the home page screen, go to blue navigation bar on the left,</li> <li>Select Transactions</li> <li>Select Sales</li> <li>Select Filter, Type, Invoices, Choose date range and click Apply</li> <li>Once […]
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How do I enter when a customer pays with part cash and part credit card
Since “Receive Payment” screen do not allow such choice, alternative option is to use “Sales Receipt” form to record by selecting multiple method of payments. Let’s get started with how-to video.
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How can I apply discount taken by a customer on payment received?
You will have to wait until you get to “Bank Deposit” tab to apply discount given against this invoice. Let’s start the process: #1 Receive Payment tab (Create + plus sign > Customers > Receive Payment) Show full Invoice payment on “Received Payment” screen, but select Deposit to as “Undeposited Funds” account. Note: Received Payment […]
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QuickBooks Online: How to Record Fees from Credit Cards, PayPal, Merchant Services
Your customer paid the Invoice in full amount, but then fees are taken out by your credit card merchant processor before it is posted to your bank account. This quick video shows how do you enter it in QuickBooks Online? QuickBooks Online: How to record fees from credit cards, paypal, square, merchant processors
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How to bookmark QuickBooks pages in new QuickBooks Online?
How to bookmark QuickBooks pages? I am missing a button that will allow me to move from one transaction (for example invoice, bank account, profit & loss and so on) to the next without having to close and open the next one. Since QuickBooks Online is web browser based accounting software, you can bookmark almost […]
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How can I print a Check Register or Check Listing only in new QuickBooks Online (QBO)?
I Only want it to show Date, Check Number, Vendor Name and the Amount of the check. For a certain date range say for example day, week, month, etc. From the home screen page Go the blue navigation bar Select Reports Go to report (magnifying glass) and type Balance Sheet Select Balance Sheet Report Balance […]
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How should I really enter refund by a Vendor in new QuickBooks Online?
I followed the refund by a vendor. I entered as a deposit. But then it does not show in the vendor’s transaction listing. How should I really enter this type of transaction? At this point, they do not have have any designated way to record this transaction. It is just work-around approach to show in […]
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How do I change date format in new QuickBooks Online (QBO)?
I have date format showing MM/dd/yyyy and I want to show dd/MM/yyyy. How do I change it? From the home page screen Go to the Company “Gear” (upper right corner) Select “Company Settings” under Settings Click “Advanced” tab on the left Choose “Miscellaneous” section to change this date format Save How do I change date […]
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How do I batch print unprinted Sales Receipts now in new QuickBooks Online (QBO)?
From the home page screen Go the blue navigation bar on the left Select Transactions Select Sales Filter these transactions by”Sales Receipts” (Type) and “To be Printed” (Delivery Status) under the status drop down menu Click blue “Apply” button Click Batch Transactions Select Print Transactions Give few seconds to load to be printed pages Click […]
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How to handle a refund to a customer for merchandise not received?
Refund to a customer for PAID merchandise not received? Select “Refund Receipt” as one step process to refund a customer Create + sign > Customers > Refund Receipt Select Customer Select Payment method Select “Refund From” = Bank account if refund by Check (choose Undeposited Funds account if refunded by credit card that will show up in a batch deposit […]