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Category: Invoice

  • 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…

  • 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…

  • 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 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…

  • 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…

  • How do I make sure the attachments on my invoices go with email

    How do I make sure the attachments on my invoices go with email You can send an invoice with an attachment to an email address. Just to make sure that the “Attach to email” box is checked with the attachment that goes with the invoice. [wpedon id=”7748″ align=”center”]

  • 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:…

  • Combine Billable Time on Invoice

    Combine Billable Time on Invoice All you need to do is enter single time activities or weekly timesheets. Open an Invoice form from Create plus tab and select a Customer to invoice with billable time. Right side drawer will open for add to Invoice, and choose “Group Time by Service” tab. Then it will combine…

  • How to change transaction numbers like invoice number sequence

    Transaction reference numbers help you easily identify transactions. QBO will automatically assign transaction numbers in sequence. But if you want to change the starting custom transaction number of your own, you can do so. You would want to turn the company settings ON once, assign a custom number and turn it OFF again so that…