How can I record a credit memo to a member (customer) and also have it record an expense?

Example: My Club charges $200 monthly dues. Member bought $30 office supplies with receipt. How to record in new QuickBooks so it will show $170 Net amount due on Customer’s account screen. My Club charges monthly dues. Create Invoice for $200 as a regular invoice  When members purchase things for the organization/club Create Credit Memo […]

How do I apply credit to an Invoice in new QuickBooks Online?

Create “Credit Memo” (Create “+” sign > select Credit Memo under Customers heading) Go to Receive Payment (Create “+” sign > select Receive Payment under Customers heading) You will notice Outstanding Invoices (Transactions) as well as available Credits. Select Invoice and Credit, match with amount received. Customers / Clients: How do I apply credit to […]

How do I make an inactive customer active again in new QuickBooks Online (QBO)?

To activate a customer that was made inactive: From the home page screen Go to blue navigation bar on the left and select customers tab Select Gear icon (far-middle-right, sits just above the “ACTION” column) From this drop-down list you, choose “Include inactive” Now the customer list will also show all of the inactive customers […]

How do make inactive (deleted) customer active again in new QuickBooks Online?

It’s very easy to make inactive customer active again in new QBO. In order to make reactivate a customer, from the home page screen Select “Customers” from the blue navigation bar the left From the “Customers Center”, select small “Gear” on the far middle right Select “Include Inactive” box from the gear drop-down selector It […]

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 […]

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 […]

How to email multiple invoices in a batch in new QuickBooks Online?

In order to e-mail multiple invoices in a batch, from the home screen Go to blue navigation bar on the left Select Transactions Select “Sales” under Transactions This will pull up a list of Sales Transactions Click on the orange bar at the top of the screen to show just “Open Invoices” Click the check […]

How to run customized Sales Report by Sales Rep in new QuickBooks Online?

There is no built-in business report available by Sales Rep in new QBO at this time. By using available custom field on the sales forms (invoice and sales receipt), you can easily get the information by selecting and customizing standard built-in “SALES BY CUSTOMER SUMMARY” report. This quick and easy tutorial video shows you how […]

How to handle early payment discount taken to an invoice when a customer pays on time? Example: 1% 10, Net 30 or 2% 10, Net 30

In ideal accounting process, I would think handling discount taken by the customer would be part of “Receive Payment” form screen. They will have the additional line to enter discounts given to the customer as negative amount entered and thereby would match customer payment amount. Since QBO Receive Payment screen is unable to handle this […]

How to write a refund check to a customer against already issued credit memo? I do not see any options for applying the credit or printing a refund check.

I am trying to write a refund check to a customer against already issued credit memo, but I do not see any options for applying the credit or printing a refund check. It involves two steps process to write a check and apply the credit memo against that issued check to a customer. Step # […]