Tag: customer
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how to send an invoice late payment reminder to your customers
QuickBooks Online – how to send an invoice late payment reminder to your customers [wpedon id=”7748″ align=”center”]
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Can I change the default A/R or A/P account in QuickBooks Online
Can I change the default A/R or A/P account in QuickBooks Online QuickBooks Help QuickBooks Online (QBO) is not designed to work with multiple Accounts Receivable (AR) and Accounts Payable (AP) accounts. The initial AR and AP accounts, or those selected during conversion, will be the default accounts. We encourage our customers to merge their…
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Enter a weekly timesheet
Create Employees > Create “+” sign at the top middle of the QBO homepage screen, in between magnifying glass and clock icon > Employees > Weekly Timesheet You will need a Plus plan for this activity. Enter a weekly timesheet Choose a name from the list. An employee or a Vendor name for Independent Contractor.…
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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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Copy an Estimate to a Purchase Order
[huge_it_slider id=”4″] Video Tutorial:
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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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How do I fix unapplied cash payment income and unapplied cash bill payment expense
You may see two accounts for UNAPPLIED cash payments if you report Profit and Loss on a cash basis. It will automatically trigger these two accounts simply because you have entered certain deposit and payment transactions differently than normal flow in QBO. These two accounts are automatically added to the Chart of Accounts when the…
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How do I add additional billable time and expense to an already created current invoice
In order to add additional unbilled time and expense, first open existing invoice. You can open it directly from the create + sign, select invoice under customers, and from upper left corner select invoice in question to open from the recent transactions. You can also open directly from the customer’s page under customers center. Once…
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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…