How to enter various customer (client) transactions in new QuickBooks Online?
From the homepage screen
- Select Create “+” (plus) sign (upper-middle)
- Select “Customers” to create transactions
What’s new in QuickBooks May-2014
|What’s new in QuickBooks Onlune: May 2014|
|Hide financial numbers from view|
|Access recent transactions in forms|
|Richer sales form customization|
|More convenient time sheet entry|
|Receive payment by invoice number|
|Save as you go|
|Send statements from customer detail|
|Finding a customer is easier|
|Smoother check printing|
|“Other details” are now called “Notes.”|
|Drilling down to customer detail is easier|
|Service date is now the first column|
|Up/Down arrow keys support|
|Fixes to various features|
QuickBooks Online (QBO) tutorials for Customer Invoicing, Sales Receipt, Receive Payment and Bank Deposit
QuickBooks Online (QBO) tutorials for Customer Invoicing, Sales Receipt, Receive Payment and Bank Deposit. This instructional video provides step-by-step guide to complete invoicing process. It also covers on how to handle all forms of payments like check, credit card, debit card, Amazon and PayPal payments. It also deals with how to record merchant service fees as well as PayPal and Amazon fees. It also covers how to match bank downloaded transactions.
Our goal is once you watch this step-by-step instructional video, you will have clear understanding from invoicing to make deposits. Next step is start creating actual invoices for customers.
Also, check out other QBO videos including our very popular video regarding how to record various expenses.
MAPPING OF CUSTOMERS (CLIENTS):