Category: Customers
-
QuickBooks Online Progress Invoicing
QuickBooks Online is introducing Progress Invoicing which is still in “beta test” mode as of writing this blog article in February 2018. That means there could still be significant changes until they wrap up the beta test. Progress Invoicing feature allows you to invoicing a client incrementally for the percentage (or fixed dollar amount) that…
-
How do I match a new Invoice to a payment that’s already been deposited to a bank account
This article will show how to link a deposit from a customer to an Invoice. Let’s assume the customer payment was entered first through Bank Deposit (this may be from bank feed or entered manually) instead of Receive Payment form and then you’ve created an invoice later, you can follow the steps below to link…
-
How to handle fees (Paypal and Square) deducted from customer payments in QuickBooks Online
This article deals with step-by-step instructions on how to manually recording fees (Paypal or Square) and then match the deposit transactions in bank feed —Review items from your bank and link each item to an existing record. EXAMPLE – Signed up for Square (or PayPal) so that I could accept credit cards. I will be…
-
How do I run a weekly report of Sales Receipts from customers/clients
Most of the reports in QBO, you can’t customize the way you want it. Just wish, they’ve simple weekly sales reports filter by sales transaction type like Sales Receipt but they don’t. The ideal report in QBO would be SALES BY CUSTOMER SUMMARY group by week. But this report you can’t filter it by Transaction…
-
Price Rules (aka Price Levels) in QuickBooks Online
Price Rules is currently available in Plus plan only. It’s not available in Essentials and Simple Start plans. Customer type is linked to price rules feature at this time. Using pricing level you can establish different price points for Customer, more helpful for inventory items. But with customer type, you can filter the sales report…
-
What does checking Billable box do in QuickBooks Online
The billable feature is available only in QuickBooks Online with Plus plan. When you select “Billable” Expense checkbox field, you must also select a Customer/Project field each split line that is billable. If you don’t select Customer/Project field, you will get an error message. You can’t the save the transaction. (If you’ve Markup percentage turned…
-
Coming QBO Improvement – Price Rules (aka Price Level List on QB Desktop)
Manage your multiple price lists for different customer types with ease. Eliminates the hassle of maintaining and remembering who gets what price for what items. To turn the Price Levels ON in QBO (COMING FEATURE): Gear at the upper right corner > Your Company > Account and Settings > Sales > Products and Services >…
-
When I send an email to my customers, how do they look
Here’s an example of how your customer will see the email. 1) WHEN CUSTOMER RECEIVE EMAIL a) From: Your Company Name b) Subject: Invoice Number …. from Your Company Name 2) WHEN THEY OPEN THE EMAIL. THEY WILL SEE. a) from: Your Company Name <quickbooks@notification.intuit.com> THIS, THERE IS NO WAY TO CHANGE IT. b) reply-to:…
-
how to send an invoice late payment reminder to your customers
QuickBooks Online – how to send an invoice late payment reminder to your customers [wpedon id=”7748″ align=”center”]
-
Can I change the default A/R or A/P account in QuickBooks Online
Can I change the default A/R or A/P account in QuickBooks Online QuickBooks Help QuickBooks Online (QBO) is not designed to work with multiple Accounts Receivable (AR) and Accounts Payable (AP) accounts. The initial AR and AP accounts, or those selected during conversion, will be the default accounts. We encourage our customers to merge their…
-
When you send an invoice to a customer and also carbon copy (cc) it to someone, will it show viewed if either person looks at the invoice or just the primary recipient
It will show as viewed whoever viewed it (primary or cc). If it’s viewed by both it will show as viewed twice. Viewed Status Icon: If you open sales transactions (left navigation bar > transactions > sales) under status column, it will show many have opened the invoice and viewed it. It will show one…
-
Why mark it billable to a customer and select “track returns for customers” box on a bank deposit
This has to do with reflecting accurate direct expenses related to customers on Income by Customer Report. If you are depositing a vendor/supplier refund for an expense that was previously Billed to a customer, select “Track returns for customers” box and choose that same customer on the deposit and mark it Billable. For example, if…