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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 do I receive payments from suppliers in new QuickBooks Online?
How do I receive payments from suppliers? Switched to Quickbooks online so bookkeeping tasks easier. The learning curve from Simply is challenging. Have watched Youtube videos, tutorials, taken Lynda course. I do not understand the basic flow. Thanks You will need to consistently follow these very easy basic flows: Customer Invoice ===> Receive Payment (select […]
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My company’s invoices have my personal name on the front in huge letters, How can I remove that label off my invoices?
My company’s invoices have my personal name on the front in huge letters, How can I remove that label off my invoices? On Invoices my company name is on the left with my logo but my personal name is written in huge letters across the top of the page and I need to know how […]
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I recently went to the new quickbooks online. How do I create a billing statement of open items to send to my customers like I used to do easily before?
From the Homepage screen Click “+” sign (top middle) Select “Statement” under Other header How to email statement to a customer? Select “Edit” under Delivery Method column Default could be “None” Select “Email” from the pop up screen and follow the instructions Select “Create/Send Selected Statements” button It will send email and will end with […]
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How do i change the quantity to hours on description section of the Invoice in new QuickBooks Online?
In new QBO, open the Invoice form Click “Customize” button (located at bottom middle) Add personality to your forms will open Select Columns Under Quantity and Rate column, change Quantity to Hours Save See screenshot photo for reference
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In Peachtree I enter receipts from cash I received into two different accounts. Depending whether is rental payment or security deposit. Now, how do I create cash accounts in QB?
In newQBO, you will need to create new accounts setup in Chart of Accounts: Cash Account (Bank Type) Rental Payment (Income Type) Security Deposit (Other Current Liabilities Type) (From Company Gear, top upper corner > select Chart of Accounts under Settings header) Also, if you are creating Sales Receipt, you will need to Product/Service Item […]
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My customer would like for me to give them a print out of their payment and invoices statement of the last quarter. How do I do this?
In order to provide your customer the most information in the easiest to read format, create statements for your customer. You can do that from the home page screen by clicking on the create button at the top of the screen (the “+” sign) and selecting “Statement” under the “Other” header (If you don’t see […]
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I accidentally sent out a batch of invoices by email. How to figure out which ones got sent in new QuickBooks Online?
From the Homepage screen, go to the blue navigation bar on the left Select Transactions Select Customer Select Gear (Not the company gear located top upper corner. This one is located in the right middle corner next printer and excel icons) Select “Email” and “Status” from the dropdown selector See screenshot photos below for reference […]