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How can I refund a customer overpayment in new QuickBooks Online QBO
Customer overpaid an invoice, now showing a credit. How can I write a check that is applied against that credit? QuickBooks Online – how can I refund a customer overpayment in new QuickBooks Online QBO
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How do i find the date the invoice was sent to Customer/Client in new QuickBooks Online (QBO)?
From the home page screen Select the blue navigation bar on the left Select Customers/Clients Center Select Customer/Client Filter to show “Open Invoices” Click the Invoice Sent link under Status column Another way is to add “Last Delivered” columns under Transactions list. Select small gear icon (middle-right corner, just under Create new blue button) See […]
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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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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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How do I record a refund to a customer in new QuickBooks Online?
If you have credit balance in customer’s account (A/R) and need to refund customer by payment (by check or by online), you should be using Check or Expense under Vendors header, not Refund Receipt form which works differently. From home page screen, click “+1” sign Select check (or expense if you paying online) under Vendors […]