In order to add additional unbilled time and expense, first open existing invoice. You can open it directly from the create + sign, select invoice under customers, and from upper left corner select invoice in question to open from the recent transactions. You can also open directly from the customer’s page under customers center. Once… Continue reading How do I add additional billable time and expense to an already created current invoice
QBO is not set up to go from Estimate to Sales Receipt at this time. Currently, you create Estimate and then “copy estimate to invoice” to create an Invoice. There is no partial copy so it’s done just one-time. You receive payment against that invoice. Workaround steps from Estimate to Invoice may also work as… Continue reading Is there a way to create a sales receipt from an estimate
QuickBooks Online October 2015 Update Part 1 -Bank Feeds, Billable to customers, Attach photo receipt, Add foreign Bank QuickBooks Online October 2015 Update Pt2 – ITEM TYPES Inventory, Non Inventory Service
To check to see if a customer’s credit card has been processed you need to go to QuickBooks Payments at merchantcenter.intuit.com. It will show when the transaction was completed. To determine the funds are deposited to an account, check the Direct Deposit Account you set up in Merchant Services. Click on the screenshot below to… Continue reading We use QuickBooks Payments. How to find out if processed customer credit card deposited into our business checking account?
First, you need to get some guidance from the parent company if they go through inter-company elimination process to prepare consolidated balance sheet report. In QBO create Intercompany Accounts Payable Account (not main Accounts Payable A/P) > you can select “Credit Card” Type > it will show as Credit Card group on the Balance Sheet.… Continue reading How do you mark a bill as paid if paid by your parent company (not by your bank account or credit card)
Create Owner’s Draw account under Equity type Click Gear Select “Chart of Account” under Settings Select “New” button Category Type = Equity Detail Type = Owner’s Equity Name = Owner’s Draw Save New QuickBooks Online Plus – How to enter various expenses in new QBO? QuickBooks Online (QBO) Tutorial – Customer Invoice, Sales Receipt, Receive Payment, Bank Deposit
From the home page screen, click on the magnifying glass at the top middle of the page and choose “advanced search” You can search/find the following transactions: Bill Payments Billable Expense Charges Bills Charges Checks Credit Card Credits Credit Memos Credits Estimates Expenses Invoices Journal Entries Payments from Customers Purchase Orders Refunds Sales Receipts Sales… Continue reading How can I search for transactions in new QuickBooks Online?