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Conversion Customers QuickBooks QuickBooks Online QBO

How would multiple AR accounts from QuickBooks Desktop convert to QuickBooks Online QBO?

Multiple A/R accounts conversion from desktop to online
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Customers Invoice Products & Services Purchase Order QuickBooks Online QBO Vendor Vendors

How to create an Invoice to your Customer for Products Services Items provided by the Vendor

Make products service items provided by vendor billable to customer
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Customers Expense Expenses Invoice QuickBooks Online QBO Vendor Vendors

How to add Billable Expenses to an existing already created Invoice

Open an existing invoice. Look for an arrow pointing left at the top right corner (right to BALANCE DUE). Click that arrow You will find the Billable Expense sitting there and click Add. You will notice line item from the existing invoice and added a billable expense line item. Delete line item from an existing invoice. Now, you have linked billable expenses to an invoice and the total invoice amount remain the same.

Link Billable expenses to an existing invoice
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Customers Invoice Journal Entry QuickBooks Online QBO

How to Reverse an Accounts Receivable Written-off as Bad Debts Expense Account

CASE SCENARIO:

  1. A customer never paid the Invoice for $1,000. Wrote-off as bad debt expense account.
  2. Later paid $1,000.

You will first need to check to the original entry to see how the debt was written off to the bad debts expense account. For example, wrote a journal to wrote off a debt of $1,000 by debiting the bad debts expense account and crediting account receivable account.

To make this simple, you will need to reverse what you did. This will typically be a two-step process in order to record the recovery of bad debt payment.

  1. Reverse the original entry (Journal Entry) by crediting the bad debts expense account and debiting accounts receivable account with $1,000.
  2. Record the customer’s receipt by debiting the bank account and crediting accounts receivable account. In this example, debit the bank account and credit accounts receivable account with $1,000.
How to Reverse an Accounts Receivable Written-off as Bad Debts Expense Account
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Attachments Customers Invoice QuickBooks Online QBO

How to delete an Attachment to an Invoice

Categories
Customer Center Customers Customers Center

How to move Sub Customer transactions to a different Parent Customer

Categories
Credit Memo Customers Invoice Receive Payment Receiving Payment Term

Invoice Payment Terms

Invoice Payment Terms in QuickBooks Online QBO
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Company Gear Company Settings Customers Invoice Sales Receipt Sales Receipt 2 Settings

How to add Shipping Fields to QBO Sales Forms – Invoice and Sales Receipt

How to add Shipping Fields to QBO Sales Forms – Invoice and Sales Receipt

To turn the shipping fields on – Gear at the top right corner | Your Company | Account Settings | Sales | Sales Form Content | Shipping | On | Save
Adds shipping fields (date, tracking number, destination, subtotal) to sales forms (Invoice, Sales Receipt).

Related setting: Advanced | Chart of accounts | Shipping account

If you like the “Ship Via” field to have a drop down box to select, it’s not available yet (2/19). This’s still a text field. You will need to manually enter it every time you create Sales Invoices and Sales Receipts.

Categories
Company Settings Customers Sales Sales Receipt Sales Receipt 2

Record a tip or gratuity on Sales Receipts in QuickBooks Online

You can record tips (gratuities) directly to Sales Receipt form.

  1. To enable Tips in QBO:
    From the homepage dashboard, click Gear icon at the top.
    Select Account and Settings under Your Company.
    Select Sales.
    Choose “Tips (Gratuity)” under Sales form content.
    “Who’s receiving these tips?” a screen will open. Select the correct account (income or liability).

For Income, select “Just me”. This means you’re recording tips earned by you.
For liability, select “My team”. This means you’re recording tips earned by your employees/contractors to be distributed later.

Who’s receiving these tips? 
This will automatically create “Airy New” template. Currently, Tips template is only available in Airy style.

The default Tips account can be changed from (Just me to My team or vice versa) from Gear Account/Settings under the Advanced tab. Change Tips account from the Chart of Accounts.

Chart of accounts > Tips account

Tips can also enabled from inside the GoPayment POS App.

GoPayment App Tips settings

Currently, Tips feature is only available on Sales Receipts (not on Invoices).

WATCH OUR VIDEO TUTORIAL

Categories
Customer Center Customers Invoice

How to send customers clients batch reminders by email on past due invoices

Here is how to send customers clients batch reminders by email on past due invoices in QuickBooks Online:
From the left dashboard > Click Sales tab > Select All Sales > Click Unpaid Last 365 Days (Overdue) Money Bar > Optional: Go to middle Gear at the far right, click “Show more” link and add “Email” column. This is to ensure you’ve email address for customers. > Select “Select All” checkbox (left of Batch actions) > Choose Batch actions drop-down and select “batch Reminders” > Done. It will send customers batch reminders by email.

Currently, there is no option to send reminders automatically when the invoices are due.

Here is our video tutorial:

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