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How to record overpayment on Invoice by customer in new QuickBooks?
From the home page screen Select Create (+) sign Select “Receive Payment” under Customers heading Select “Amount Received” and enter payment amount Select Outstanding Transactions and check applicable Invoice payment If it’s over-payment, it will leave credit balance on customer’s A/R account.
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How do I reverse a Journal Entry in QuickBooks Online?
You can reverse Journal Entry in QuickBooks Online (QBO). From the home page screen Select Create (+) sign (upper-middle) Select “Journal Entry” under the Other heading Select a small “Clock” icon for recent transactions, next to the Journal Entry form title (upper-left-corner) Select Journal Entry needed to be reversed (select the “More” link to expand […]
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We got bunch of unpaid invoices. When post one payment for several invoices, system automatically posting to wrong invoices and I have to go back and uncheck them all
You will need to turn off “Automatically apply bill payments” feature in new QuickBooks. To do this task: From the homepage screen, Select the Company “Gear” (upper-right-corner) Select Company Settings under Settings heading Select “Advanced” under Settings Select “Automation” under Advanced heading Select and turn off “Automatically apply bill payments” feature. See attached screenshot photo […]
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How to create a statement for one specific customer in new QuickBooks Online?
From the home page screen Select the blue navigation bar on the left Select “Customers” which is Customer Center page Locate and Select Customer to print/send Statement You are at a specific customer’s transactions page now. GO to “Create new” blue button at the middle-right section. Select “Statement” from the drop-down create new selector Choose […]
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How to disable the request for customer email in sales receipts?
Question: How can I disable the request for customer email in sales receipts. I don’t want to send or enter the customers email. I want to save Sales Receipts. And the transaction can’t save until I enter an email. Answer: On the Save and Send button, click the drop down arrow and use either Save […]
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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 to print a deposit slip and deposit summary in new QuickBooks Online (QBO)?
To print, from the homepage screen Select create (+) sign Select “Bank Deposit” “under the “Other” heading Go to the small clock icon on the top left corner and select the “Recent Deposits” slip and summary you want to print Select Print at the bottom middle Select “Print Deposit Slip and Summary” or “Print Deposit […]
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Can I import inventory with quantity on hand from Excel spreadsheet into the new QuickBooks Online?
Yes, you can import inventory with quantity on hand from Excel. To do this task, from the homepage screen Select the Company “Gear” (upper-corner) Select “Import Data” under Tools Select “Products and Services” under Import Data They provide a sample file. Download a sample file. Select “Choose File” under Upload you file Follow the instructions. […]