Category: Receive Payment
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How to customize the message on the Payment Receipt Email template and automatically notify your customers when you receive their payment?
You can use “Routines for QuickBooks” at the QB Labs. This will allow you to customize the Payment Receipt Email template. And also automatically notify your customers when you receive their payment. With this feature, there is no need to use manual “Save and send” to notify payment receipt to your customers. To turn on…
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Invoice Payment Terms
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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…
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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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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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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 can I transfer unapplied credit from one customer to another in QuickBooks Online
A case may occur when a customer wants to apply a credit balance to an affiliated company’s open invoice. EXAMPLE: Customer (Mark) has a $500 credit balance. The customer (Martha) has a $500 Open Invoice. They like to clear the accounts by applying for a $500 credit from Mark’s account to the $500 Open Invoice…
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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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I have a vendor that I purchase from and who also purchases from me. How do I handle this barter transactions in QB online?
A barter transaction is one in which you buy products and services to a person (vendor) or company from whom you also sell other products and services (customer). Set up the bartering process in QBO: Open your vendor center and add the vendor to your vendor information screen with a “(V)” after the name. From…
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Is there a way to show Customer address information on the Receive Payment Form? We have several customers with names that are close, and I like to verify by address.
You can find by Invoice Number, but not by Customer address or zip code at this time. Alternative choice is to use directly from the Customer Center where you can verify address before recording payment. And, that may be much quicker as well. From the home page screen > go the blue navigation bar on…
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How can I refund a customer overpayment in new QuickBooks Online QBO
Customer overpaid an invoice, now showing a credit. How can I write a check that is applied against that credit? QuickBooks Online – how can I refund a customer overpayment in new QuickBooks Online QBO
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How to record overpayment on Invoice by customer in new QuickBooks?
From the home page screen Select Create (+) sign Select “Receive Payment” under Customers heading Select “Amount Received” and enter payment amount Select Outstanding Transactions and check applicable Invoice payment If it’s over-payment, it will leave credit balance on customer’s A/R account.
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How to handle early payment discount taken to an invoice when a customer pays on time? Example: 1% 10, Net 30 or 2% 10, Net 30
In an ideal accounting process, I would think handling discounts taken by the customer would be part of the “Receive Payment” form screen. They will have the additional line to enter discounts given to the customer as negative amount entered and thereby would match customer payment amount. Since the QBO Receive Payment screen is unable…
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QuickBooks Online (QBO) Tutorial – Customer Invoice, Sales Receipt, Receive Payment, Bank Deposit
This QBO tutorial video is a step-by-step guide to complete invoicing process (Customer Invoicing, Sales Receipt, Receive Payment and Bank Deposit). It covers how to handle all forms of payments like check, credit card, debit card, PayPal and Amazon payments. It explains how to record merchant service fees as well as PayPal and Amazon fees.…