Category: Customers
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How do you apply customer payment that has a merchant fee to an invoice in QBO?
You will need to group both your deposit and fee together so your deposit in QBO matches the bank deposit that was made in real life. Here’s how to handle it in QBO at this time: RECEIVE PAYMENT Create an Invoice for your customer as you normally would. From the home page screen, click the…
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Copy an Estimate to a Purchase Order
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How do I generate Income by Invoice report in QBO
Run Transaction Detail by Account report. Customize > Lists > Transaction Type = Invoice Distribution Account = All Income Accounts Change report title (optional) = Income by Invoice This customized report should show income by invoice. Filter for Invoices for the time period as needed. You can further customize the columns (add or remove) by…
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What is the difference between “Paid” and “Closed” status on the Customer’s account page
Basically, you should see the “Paid” status once the sales transactions are complete involving Sales Receipt and Invoice forms. You should see “Closed” status when other steps are involved dealing with the Invoice. For Sales Receipt – it’s always “Paid” status. It involves a combination of the sales transaction and money received from that sale…
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I have already received payments in QBO from multiple customers. How to make them match with a single deposit I see in my bank feed.
You’ve two ways to match with bank feed deposit. 1) Match it directly from the bank feed downloaded transactions. Select a row for deposit in question. The row expands to show you “Find other matching transactions” button. Once you click this button, you will see a long list of possible match transactions. To easily locate…
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How to use track return for customers field shown on deposit form
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How do I add additional billable time and expense to an already created current invoice
In order to add additional unbilled time and expense, first open existing invoice. You can open it directly from the create + sign, select invoice under customers, and from upper left corner select invoice in question to open from the recent transactions. You can also open directly from the customer’s page under customers center. Once…
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Is there a way to create a sales receipt from an estimate
QBO is not set up to go from Estimate to Sales Receipt at this time. Currently, you create Estimate and then “copy estimate to invoice” to create an Invoice. There is no partial copy so it’s done just one-time. You receive payment against that invoice. Workaround steps from Estimate to Invoice may also work as…
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How to handle when a customer has an overpayment in account balance and goes out of business
Accounting treatment in QuickBooks is exactly the same like when Vendor goes out of business prior to payment for the open balance. If the vendor (or customer with a credit balance) goes out of business due to bankruptcy, keep it until you hear from the courts with instructions as to where to forward your payment.…
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When I create an Invoice, how do I get the packing slip to show the shipping address
First, you will need to enable “Shipping” in the company settings. Just follow these steps below: 1. Select Company Gear icon at the top right corner. 2. Click to Company Settings, select Sales. 3. Under “Sales form content” place, click the pencil icon and place a checkmark to the box next to “Shipping” to turn…