Category: Customer Center
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How do i change the quantity to hours on description section of the Invoice in new QuickBooks Online?
In new QBO, open the Invoice form Click “Customize” button (located at bottom middle) Add personality to your forms will open Select Columns Under Quantity and Rate column, change Quantity to Hours Save See screenshot photo for reference
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In Peachtree I enter receipts from cash I received into two different accounts. Depending whether is rental payment or security deposit. Now, how do I create cash accounts in QB?
In newQBO, you will need to create new accounts setup in Chart of Accounts: Cash Account (Bank Type) Rental Payment (Income Type) Security Deposit (Other Current Liabilities Type) (From Company Gear, top upper corner > select Chart of Accounts under Settings header) Also, if you are creating Sales Receipt, you will need to Product/Service Item…
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My customer would like for me to give them a print out of their payment and invoices statement of the last quarter. How do I do this?
In order to provide your customer the most information in the easiest to read format, create statements for your customer. You can do that from the home page screen by clicking on the create button at the top of the screen (the “+” sign) and selecting “Statement” under the “Other” header (If you don’t see…
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I accidentally sent out a batch of invoices by email. How to figure out which ones got sent in new QuickBooks Online?
From the Homepage screen, go to the blue navigation bar on the left Select Transactions Select Customer Select Gear (Not the company gear located top upper corner. This one is located in the right middle corner next printer and excel icons) Select “Email” and “Status” from the dropdown selector See screenshot photos below for reference…
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How to bring back a deleted Customer (Client) in new QuickBooks Online?
Click on Customers Center ( or Clients) on the left to get to the list. Over to the right of the list there is a grey gear icon (Settings). It is next to Print List and Export to Excel) Don’t confuse this with the blue gear icon on top. Place a check mark in the…
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How do I bill an out-of-pocket cash expense to my client/customer?
Just open a new bank account type and call it Cash account. Use this account for all cash related expenses. Add to Cash account, if you are making cash withdrawals from main checking account. You will have running Petty Cash account. In fact, it will be more accurate accounting if you have cash withdrawals and…
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How to refund to customer remaining balance of a credit memo in the form of a check to customer?
In order to refund customer by check, from the home page screen, go to plus (+) sign Select “Check” under Vendors heading Payee = Customer’s Name from the list (that you are writing check payable to) ACCOUNT = Accounts Receivable (A/R) AMOUNT = Refund check amount SAVE Go back Customer center (blue navigation bar on…
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Customer Refund not zeroing out account
If you have credit balance in customer’s account (A/R) and need to refund customer by payment (by check or by online), you should be using Check or Expense under Vendors header, not Refund Receipt form which works differently. From home page screen, click “+1” sign Select check (or expense if you paying online) under Vendors…
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We need to pay Sales Commissions based on Sales Invoices paid date. How to run a Customer Sales report that will tell me exactly what invoices were paid in a specific date?
To do this job, you can run “Sales by Customer Summary” report. You will need to customize the report to show daily sales and change to cash basis. If you are using custom fields for sales rep on the Invoice, you can match the sales by Sales Rep as well. See attached screenshot photo1, photo2…