How to customize the message on the Payment Receipt Email template and automatically notify your customers when you receive their payment?

You can use “Routines for QuickBooks” at the QB Labs. This will allow you to customize the Payment Receipt Email template. And also automatically notify your customers when you receive their payment. With this feature, there is no need to use manual “Save and send” to notify payment receipt to your customers. To turn on […]

How to handle fees (Paypal and Square) deducted from customer payments in QuickBooks Online

This article deals with step-by-step instructions on how to manually recording fees (Paypal or Square) and then match the deposit transactions in bank feed —Review items from your bank and link each item to an existing record. EXAMPLE – Signed up for Square (or PayPal) so that I could accept credit cards. I will be […]

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

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 […]