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Handy reference to inventory item fields
Here is a handy reference on how to fill out fields in an inventory item screen you are creating. You might not see some of these fields in your inventory item screen depending on your choices in Company Gear icon (upper right corner). You will need to enable Quantity on Hand (QOH) inventory tracking in…
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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 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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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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We use QuickBooks Payments. How to find out if processed customer credit card deposited into our business checking account?
To check to see if a customer’s credit card has been processed you need to go to QuickBooks Payments at merchantcenter.intuit.com. It will show when the transaction was completed. To determine the funds are deposited to an account, check the Direct Deposit Account you set up in Merchant Services. Click on the screenshot below to…
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How do I delete old payroll taxes due that were paid outside of QuickBooks Online?
There is no way of deleting a tax due sitting on the account unless you delete all the paychecks created. You will need to record this tax payment in your QuickBooks Online Payroll. Here are the simple steps: From the home page screen > left navigation bar Taxes> Payroll Taxes. Under Taxes, click Enter prior…
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How to globally remove all “Unbilled Charges” in QuickBooks Online?
These transactions may have been marked “Billable” in error. Now, you want to remove all, not one by one. To globally remove all “Unbilled Charges” in QuickBooks Online: When you are in QBO logged in, type this URL http://qbo.intuit.com/app/managebillableexpense and it will remove all “Unbilled Charges” in QBO prior to that date. Click on the…