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#QuickBooks #QBO How do I get separate payments from different customers to show up as one deposit as it does when I deposit it in the bank?
On Receive Payment screen (create + sign > customers > receive payment) > select deposit to: undeposited funds > choose invoice and payment amount > save Next step > On Bank Deposit screen (create + sign > other > bank deposit) > select customer payments > match total payment to bank deposit > save If […]
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Recording Daily Sales – Restaurants, Retail Stores, POS Cash Register, Sales Template
In QBO Essentials and, you can create a Recurring Sales Transaction to be used at the end of each day to record your daily sales transactions. This YouTube video will show step-by-step instructions on how to record daily sales in QBO. We highly encourage you to watch the entire video. You do not want to […]
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What do I call making a credit card payment with checking account? Expense Type? Transfer Type?
To transfer fund from bank checking account to credit card account as payment: From the home page screen > Create + sign > Other > Transfer Transfer Funds FROM = Bank Checking Account Transfer Funds TO = Credit Card Account To enter credit card expenses: From the home page screen > Create + sign > […]
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How to fix problems with downloaded banking transactions? How do I troubleshoot the issues? What does the error messages mean?
Having trouble with your banking connection or transactions in QuickBooks Online? Find your issue and click on the link to the knowledgebase article that will help you. Finding or connecting to your bank: If your menu option is Banking > Online Banking: KB 1722 If your menu option is Banking > Downloaded Transactions: KB 5008 Handling errors: KB 1833 Downloaded transactions […]
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We have several refunds and deposits that were grouped together by our merchant account processor and deposited in our bank as a negative deposit amount.
You are right! They do not offer any designated way to record as a negative deposit amount. They missed to recognize it happens in business. Here is my work-around approach for now. You will need to create a new bank account type account. Let’s name the account as “Deposits Clearing” account. For the refunds part, […]