Category: Invoice
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How to handle a partial payment when creating an invoice in QBO?
Case: A customer bought $105.00 worth of product and paid $80.00 in cash. You need to send an invoice to the customer for the balance. How would you handle this in QBO? First, create a new invoice using product/service item code for $105.00. Use deposit field to post $80.00 as the prepayment on that invoice.…
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How to fix: Invoice numbers stay same on recurring transactions in QuickBooks Online
Case: With recurring transactions none of the invoice numbers ever change. They are the same month to month, as well as across multiple customers with same invoice number. It is becoming a huge problem getting paid from Customers (Clients) when they see the same invoice number every month. First, we will need to turn on…
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#QuickBooks #QBO How do I get separate payments from different customers to show up as one deposit as it does when I deposit it in the bank?
On Receive Payment screen (create + sign > customers > receive payment) > select deposit to: undeposited funds > choose invoice and payment amount > save Next step > On Bank Deposit screen (create + sign > other > bank deposit) > select customer payments > match total payment to bank deposit > save If…
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Is there a way to check the status of emailed Invoices “sent” and “viewed” by customers?
Yes. To see which invoices were sent and viewed by clients: From the home page screen Left blue navigation bar Click Transactions Select Sales Click Filter Under Type select Invoices Click Apply Under the column Status* (between total and action), invoices that have been sent electronically are labeled Sent. – (Open Sent) labeled for recent…
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How to turn off the “Terms” so it won’t show on an Invoice at all?
Removing the “terms” completely from your invoice is a part of “Custom Form Styles” under Settings. You will need to disable the “Terms” setting just once. Here’s how to do it: Click on your Company Gear in the top right corner Click Custom Form Styles under the Settings tab Select form name you would…
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How to write off a customer unpaid invoice as bad debt expense?
When a Customer Invoice becomes non-collectible, you will generally write it off as bad debt expense. You will create a credit memo to clear Accounts Receivable (A/R) balance and that will hit the P&L during that accounting period. You will need to take the following steps in QuickBooks: Step 1: Create Bad Debts Expense Account…
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Can I issue payments from Quickbooks Online (QBO) that will process through my bank account?
QuickBooks Bill Pay Service is available only in QuickBooks Desktop versions (QBDT 2013-2015). That feature is currently not available in QuickBooks Online (QBO). Send them your feedback if you like this feature request > Gear (upper right corner) > your company > FEEDBACK. And ask for Bill payment services offered through Intuit QuickBooks
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How to show total amount due on invoice with balance forward from previous invoices?
All you have to do is customize your Invoice to show “Account summary” by going through newly designed Custom Form Styles. See attached screenshots. From the home page screen > company gear (upper right corner) > custom form styles > edit (under Action column) > next > Make adjustments > show tables > select “account…
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How to create Accounts Receivable (A/R) Report for each Sales Rep (Salesman Report)
We will be using available Custom Fields, one for Sales Rep on Sales Forms (Invoice, Sales Receipt and Estimates). And, generate customized report to get Accounts Receivable for each Salesman Report. Since there is no way do it from the Customer Detail page. This page has no field for to include Sales Rep. First, we…
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How do I get billable expenses to appear at the bottom of the invoice as a group rather than appear by the date which they were entered ?
You will be able to place billable expense with subtotal after product/service items. Since billable expenses were entered as a separate item, there is no group all those billable expenses and show as one item. In order to do that, you will need to customize invoice format. Open Invoice form, click customize button at the…
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I am a Canadian company, but most of my customers and income is in USD. What to do in new QuickBooks Online?
If you are using the Canadian version of QBO you should have HST and multiple currency feature available. It is not available in the US version of QBO. You will need to set up or edit a customer, on the payment info tab, you indicate US currency. When you enter transactions, QBO will create entry…
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How do I search for my Invoices by the Customer PO number in new QuickBooks Online?
From the home page screen Select “Search Transactions” icon (magnifying glass, top middle screen) Select “Advanced Search” Search = Invoices Change “Customers” default to “Custom Field” assigned for Customer PO Number (It could be Field 1 or Field 2 or Field 3) Select “Search” button How do I search for my Invoices by the Customer…
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I have an invoice that will have two items and each item has a different sales tax rate. How do I accomplish this?
Create two separate invoices. Not a good option, but it’s what it is. As you may have already noticed, there is no way to create different sales tax rate setting by items in new QuickBooks.
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I like to create Customer Invoice in new QuickBooks Online. But, is it possible to skip tab field from customer to invoice date to product column.
There is no way to change the order that the tab key takes from field to field. You will just need to move tab field manually. To add this new feature request, add your voice here: http://feedback.qbo.intuit.com/
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How do I customize my Invoice in new QuickBooks Online?
Where is my Customize Data Layout like features in new QuickBooks Online? Two ways of navigating on invoice customization features in new QuickBooks Online: 1. From the home page screen > company gear (upper right corner) > Settings > Company Settings > Sales > Customize > Select “Customize look and feel” blue button 2. From…