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Is there any way to select all in undeposited funds instead of clicking on them one by one?
At this time, there is no way to select all from “Receive Payment” screen deposit to Undeposited Funds account. But I see huge advantage of having “Select All” button and “Clear All” button like currently available in “Bank Deposit” form. To add this new feature request, add your voice here: http://feedback.qbo.intuit.com/
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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 do I delete downloaded bank transaction that I don’t want to add or match?
Unfortunately, there is no way to delete downloaded banking transactions in new QuickBooks Online. Since you cannot delete downloaded transactions, you will have to move all unwanted downloaded transactions to “Excluded” column. Select the transactions (you like to delete) and then use the “Exclude Selected” option under Batch Actions. It will move from “New Transactions” […]
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How do you print a deposit summary only without a deposit slip in new QuickBooks Online (QBO)?
The “Print deposit summary only” feature is available now. See attached screenshot photo for reference From the home page screen Select Create (+) sign (upper-middle screen) Select the “Bank Deposit” tab under the “Other” heading A Blank “Deposit” form will open. To locate recent deposits, select the “small clock” icon, upper-left-corner. Click “More’ if you […]
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How to record overpayment on Invoice by customer in new QuickBooks?
From the home page screen Select Create (+) sign Select “Receive Payment” under Customers heading Select “Amount Received” and enter payment amount Select Outstanding Transactions and check applicable Invoice payment If it’s over-payment, it will leave credit balance on customer’s A/R account.
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How do I see if a customer/client has paid their invoice by credit card in new QuickBooks Online?
How do I see if a customer/client has paid their invoice by credit card in new QuickBooks Online? Assuming you have opened merchant services with Intuit QuickBooks payment account, to check and verify the customers credit card payments you’ve received You can visit https://merchantcenter.intuit.com Go to Activity Select Reports Select Deposits
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How to request add new bank in banking feed in new QuickBooks Online?
From the Home page screen Click Transactions (on the left side of blue navigation bar) Click Banking Click Add Account (in the upper right corner) Enter your bank’s name, then click Find Click the blue link for Request that we add your bank (in the middle of the page) Enter either the bank name or the URL of your bank’s website, then click Add My Bank […]
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I would like to stop importing data from a bank account. How do you disconnect a bank account (or a credit card account) added into online banking?
In new QuickBooks Online, disconnecting an account isn’t exactly in an obvious spot. To disconnect an account from online banking, we’re going to want to start in the upper right by clicking the little company gear, and then choose Chart of Accounts under settings. We’re going to click the connected account (you can tell it’s […]
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How to undo a bank reconciliation without clicking of all the Rs manually in the registers in new QuickBooks Online?
There is no easy answer. Removing the Rs from the register can turn into a long, tedious process. Unfortunately, QuickBooks Online doesn’t currently have a way written into the program to undo a reconcile all at once. If you feel the reconcile must be undo, then we do require that reconciles be undone transaction by […]