How can I transfer unapplied credit from one customer to another in QuickBooks Online

A case may occur when a customer wants to apply credit balance to an affiliated company’s open invoice. EXAMPLE: Customer (Mark) has a $500 credit balance. Customer (Martha) has a $500 Open Invoice. They like to clear the accounts by applying $500 credit from Mark’s account to $500 Open Invoice of Martha’s account. One easy […]

How to setup recurring Sales Receipt to automatically send email

Assuming you already have a recurring Sales Receipt template setup (*) for a customer and that recurring template shows an email address for the customer, you will need to do the following. From the home page screen: left navigation bar Customers From the customer center page, select a customer Select “Edit” button (upper right corner) […]

Why does the “Due on Receipt” term set a due date other than the Invoice date?

If you have an invoice with the Terms field populated with “Due on receipt,” the Due Date field should automatically update to the same date as the Invoice Date field. You should see like this for example: Invoice Date = July 1, 2015; Due Date = July 1, 2015 If for example see like this: […]

Is there a way to check the status of emailed Invoices “sent” and “viewed” by customers?

Yes. To see which invoices were sent and viewed by clients: From the home page screen Left blue navigation bar Click Transactions Select Sales Click Filter Under Type select Invoices Click Apply Under the column Status* (between total and action), invoices that have been sent electronically are labeled Sent. –  (Open Sent) labeled for recent […]

How to turn off the “Terms” so it won’t show on an Invoice at all?

Removing the “terms” completely from your invoice is a part of “Custom Form Styles” under Settings. You will need to disable the “Terms” setting just once.   Here’s how to do it: Click on your Company Gear in the top right corner Click Custom Form Styles under the Settings tab Select form name you would […]

How to write off a customer unpaid invoice as bad debt expense?

When a Customer Invoice becomes non-collectible, you will generally write it off as bad debt expense. You will create a credit memo to clear Accounts Receivable (A/R) balance and that will hit the P&L during that accounting period. You will need to take the following steps in QuickBooks: Step 1: Create Bad Debts Expense Account […]

Can I issue payments from Quickbooks Online (QBO) that will process through my bank account?

QuickBooks Bill Pay Service is available only in QuickBooks Desktop versions (QBDT 2013-2015). That feature is currently not available in QuickBooks Online (QBO). Send them your feedback if you like this feature request > Gear (upper right corner) > your company > FEEDBACK. And ask for Bill payment services offered through Intuit QuickBooks