Category: Customers
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How to Setup Customer Type and Run Sales Detail by State Using Customer Type in QuickBooks Online
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How would multiple AR accounts from QuickBooks Desktop convert to QuickBooks Online QBO?
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How to create an Invoice to your Customer for Products Services Items provided by the Vendor
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How to add Billable Expenses to an existing already created Invoice
Open an existing invoice. Look for an arrow pointing left at the top right corner (right to BALANCE DUE). Click that arrow You will find the Billable Expense sitting there and click Add. You will notice line item from the existing invoice and added a billable expense line item. Delete line item from an existing…
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How to Reverse an Accounts Receivable Written-off as Bad Debts Expense Account
CASE SCENARIO: A customer never paid the Invoice for $1,000. Wrote-off as bad debt expense account. Later paid $1,000. You will first need to check to the original entry to see how the debt was written off to the bad debts expense account. For example, wrote a journal to wrote off a debt of $1,000…
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How to move Sub Customer transactions to a different Parent Customer
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Invoice Payment Terms
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How to add Shipping Fields to QBO Sales Forms – Invoice and Sales Receipt
To turn the shipping fields on – Gear at the top right corner | Your Company | Account Settings | Sales | Sales Form Content | Shipping | On | Save Adds shipping fields (date, tracking number, destination, subtotal) to sales forms (Invoice, Sales Receipt). Related setting: Advanced | Chart of accounts | Shipping account…
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Record a tip or gratuity on Sales Receipts in QuickBooks Online
You can record tips (gratuities) directly to Sales Receipt form. To enable Tips in QBO: From the homepage dashboard, click Gear icon at the top. Select Account and Settings under Your Company. Select Sales. Choose “Tips (Gratuity)” under Sales form content. “Who’s receiving these tips?” a screen will open. Select the correct account (income or…
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How to send customers clients batch reminders by email on past due invoices
Here is how to send customers clients batch reminders by email on past due invoices in QuickBooks Online: From the left dashboard > Click Sales tab > Select All Sales > Click Unpaid Last 365 Days (Overdue) Money Bar > Optional: Go to middle Gear at the far right, click “Show more” link and add…