Step-by-Step Guidance: create sales receipt template with bundle and enter daily sales summary

In this free video tutorial, you will learn step-by-step instructions on how to create sales receipt template using bundle feature and also how to enter daily sales summary using that template. This video tutorial is specifically designed for retail, service and restaurant businesses. If you’re a bookkeeper or office staff whose job tasks include entering […]

Why mark it billable to a customer and select “track returns for customers” box on a bank deposit

This has to do with reflecting accurate direct expenses related to customers on Income by Customer Report. If you are depositing a vendor/supplier refund for an expense that was previously Billed to a customer, select “Track returns for customers” box and choose that same customer on the deposit and mark it Billable. For example, if […]

How do you apply customer payment that has a merchant fee to an invoice in QBO?

You will need to group both your deposit and fee together so your deposit in QBO matches the bank deposit that was made in real life. Here’s how to handle it in QBO at this time: RECEIVE PAYMENT Create an Invoice for your customer as you normally would. From the home page screen, click the […]

QuickBooks Online QBO Tutorial for Beginners – August 2016

How would you like to learn QuickBooks in 90 minutes? This FREE video tutorial is specifically designed for beginners in mind. You will learn QuickBooks Online the right way from the start. It covers all the basics you need to learn and offers some helpful tips. If you are looking for step-by-step educational guidance and […]

I have already received payments in QBO from multiple customers. How to make them match with a single deposit I see in my bank feed.

You’ve two ways to match with bank feed deposit. 1) Match it directly from the bank feed downloaded transactions. Select a row for deposit in question. The row expands to show you “Find other matching transactions” button. Once you click this button, you will see a long list of possible match transactions. To easily locate […]

#QuickBooks #QBO How do I get separate payments from different customers to show up as one deposit as it does when I deposit it in the bank?

On Receive Payment screen (create + sign > customers > receive payment) > select deposit to: undeposited funds > choose invoice and payment amount > save Next step > On Bank Deposit screen (create + sign > other > bank deposit) > select customer payments > match total payment to bank deposit > save If […]

What do I call making a credit card payment with checking account? Expense Type? Transfer Type?

To transfer fund from bank checking account to credit card account as payment: From the home page screen > Create + sign > Other > Transfer Transfer Funds FROM = Bank Checking Account Transfer Funds TO = Credit Card Account To enter credit card expenses: From the home page screen > Create + sign > […]

Is there any way to select all in undeposited funds instead of clicking on them one by one?

At this time, there is no way to select all from “Receive Payment” screen deposit to Undeposited Funds account. But I see huge advantage of having “Select All” button and “Clear All” button like currently available in “Bank Deposit” form. To add this new feature request, add your voice here: http://feedback.qbo.intuit.com/

How to print a deposit slip and deposit summary in new QuickBooks Online (QBO)?

In order to print, from the homepage screen Select create (+) sign Select “Bank Deposit” “under “Other” heading Go to small clock icon on top left corner and select “Recent Deposits” slip and summary you want to print Select Print at the bottom middle Select “Print Deposit Slip and Summary” or “Print Deposit Summary Only” […]

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