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…
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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 can I record a credit memo to a member (customer) and also have it record an expense?
Example: My Club charges $200 monthly dues. Member bought $30 office supplies with receipt. How to record in new QuickBooks so it will show $170 Net amount due on Customer’s account screen. My Club charges monthly dues. Create Invoice for $200 as a regular invoice When members purchase things for the organization/club Create Credit Memo…
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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 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 find the date the invoice was sent to Customer/Client in new QuickBooks Online (QBO)?
From the home page screen Select the blue navigation bar on the left Select Customers/Clients Center Select Customer/Client Filter to show “Open Invoices” Click the Invoice Sent link under Status column Another way is to add “Last Delivered” columns under Transactions list. Select small gear icon (middle-right corner, just under Create new blue button) See…
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How do I see if a customer/client has paid their invoice by credit card in new QuickBooks Online?
How do I see if a customer/client has paid their invoice by credit card in new QuickBooks Online? Assuming you have opened merchant services with Intuit QuickBooks payment account, to check and verify the customers credit card payments you’ve received You can visit https://merchantcenter.intuit.com Go to Activity Select Reports Select Deposits