Categories
Customer Center Customers

How to transfer from one customer outstanding balance to another customer credit balance

It assumes one has an outstanding balance and another one has a credit balance.

You will need to create a new dummy bank account to handle the transfer. This tutorial video will show step-by-step instruction on how to handle such transactions in new QuickBooks Online. You will need to watch the video in its entirety to fully understand the complete process involved.

 

How to transfer from one customer outstanding balance to another customer credit balance

 

If you found our answers useful then please contribute a few bucks to support this forum. Thank you!





Thank you!






Sign up QuickBooks USA

 
helpful videos

 

Categories
Credit Memo Customer Center Customers

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

What’s Product/Service code to use on Credit Memo?

  • See attached screenshot for reference. In this example, member buying office supplies. Creating credit memo will record office supplies as expense and will show credit on the Member’s account.

With these two transactions, it should show Net amount as OPEN (Invoice as open and credit memo as unapplied) on Customer account screen (see photo#2).

office supplies

members buying

helpful video2

Helpful video

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

Categories
Credit Memo Customer Center Customers

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 an Invoice

Categories
Customer Center Customers

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 and they will say “(deleted)” next to their name.
  • If you click on the name there will be a box (upper-left-corner) that shows up that says “Make Active” button.
  • Click “Make Active” button

  • Done
1 home page screen
1 home page screen
2 customer center
2 customer center
3 include active
3 include active
4 make active button
4 make active button
Categories
Customer Center 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 will list customers with inactive (deleted) accounts
  • Locate and click reactivate a customer from the list
  • Select “Make Active” under Customer profile screen
  • You will get prompt message like “Customer to delete is now active.”
  • See screenshot photos for reference.
1 home page screen
1 home page screen
2 customer center
2 customer center
3 include active
3 include active
4 make active button
4 make active button

If you found our answers useful then please contribute a few bucks to support this forum. Thank you!





Thank you!






Sign up QuickBooks for a 30-day FREE Trial

QuickBooks USA





QuickBooks Canada








Categories
Customer Center Customers Statement

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 Statement Settings
Currently available statement type
Balance Forward
Open Item
Transaction Statement
Select Statement Dates
Select “Send” or “Print” Statements button
Caution: If you select “Send” Statements button, it will just send without further screen choice. Also, there is no way of finding out the status whether it was actually sent or customer viewed sent statement. I like to see this feature added, just like on Invoice status.

See attached screenshot photo for reference.

Create New Statement
Create New Statement

Create New Statement. Settings
Create New Statement. Settings

Categories
Customer Center Customers Customers Center Uncategorized

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 screenshot photos for reference.

Transactions Status Activities
Transactions Status Activities

Transactions Last Delivered Status
Transactions Last Delivered Status
Categories
Customer Center Customers Invoice Sales Receipt

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 mark box at the top of that list of open invoices (next to “DATE” columnn)
  • Select “Send Transactions” from the “Batch Actions” drop down selector
Sales Transactions Open Invoices Orange Bar
Sales Transactions Open Invoices Orange Bar
Sales Transactions Open Invoices Select All
Sales Transactions Open Invoices Select All
Sales Transactions Open Invoices Send Transactions
Sales Transactions Open Invoices Send Transactions

Sign up QuickBooks for a 30-day FREE Trial

QuickBooks USA





QuickBooks Canada








Categories
Company Gear Company Settings Custom Form Styles Customer Center Customers Invoice Reports Sales

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 to customize sales report by sales rep for tracking sales and manually computing sales commissions in the new QuickBooks Online (QBO).

Here is another top-rated tutorial video by VPController for newQBO.com. We encourage you to watch the entire video.. You do not want to miss a step!

Sign up QuickBooks subscription for new company. Or add additional company subscription for using the same user ID (choose “Already have an Intuit user ID?”)

Categories
Customer Center Customers Invoice Receive Payment

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 specific transaction, you will need way-around approach. No doubt, it is unnecessary and time-consuming steps to handle such a simple customer payment transaction.

You will need to create a CREDIT MEMO for early discount taken by the customer. See photo#3 for reference.

For one-time, you will also need to create new GL account for “Discounts given” (see photo 1) and new Service item for “Early Payment Discounts” (see photo 2).

Once you’ve created Credit Memo, go to Receive Payment screen, apply for payment against the open invoice as well as apply subtract early payment discounts to match customer payment. See photo#4 for reference.

See screenshot photo#5 for reference to how it will show Discounts given in P&L.

See screenshot photo#5 for reference to how it will show Discounts given in P&L.

Need better way to handle discount taken by customer, add to QuickBooks Online Feature Requests here:

http://feedback.qbo.intuit.com/


 

Photo#1

Open new GL Account
Open new GL Account

Photo#2

Create new Product Item for Early Discounts Taken
Create new Product Item for Early Discounts Taken

Photo#3

Create Credit Memo
Create Credit Memo

Photo#4

Receive Payment Screen
Receive Payment Screen

Photo#5

Profit & Loss with Discounts Given
Profit & Loss with Discounts Given

 

If you found our answers useful then please contribute a few bucks to support this forum. Thank you!





Thank you!