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 […]

How to write a refund check to a customer against already issued credit memo? I do not see any options for applying the credit or printing a refund check.

I am trying to write a refund check to a customer against already issued credit memo, but I do not see any options for applying the credit or printing a refund check. It involves two steps process to write a check and apply the credit memo against that issued check to a customer. Step # […]

How to refund to customer remaining balance of a credit memo in the form of a check to customer?

In order to refund customer by check, from the home page screen, go to plus (+) sign Select “Check” under Vendors heading Payee = Customer’s Name from the list (that you are writing check payable to) ACCOUNT = Accounts Receivable (A/R) AMOUNT = Refund check amount SAVE Go back Customer center (blue navigation bar on […]