Tag: customer
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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
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How to record processed credit refund by Merchant Credit Card account to a customer and account payment is linked to a bank account?
In order to record processed credit refund by Merchant Credit Card account to a Customer, first create “Refund Receipt” to a customer. From Home page screen Select “+” sign (top middle section) Select “Refund Receipt” under Customers heading Select Customer and enter necessary information Select “Undeposited Funds” as Refund From (IMPORTANT) Save See screenshot photo…
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How do I bill an out-of-pocket cash expense to my client/customer?
Just open a new bank account type and call it Cash account. Use this account for all cash related expenses. Add to Cash account, if you are making cash withdrawals from main checking account. You will have running Petty Cash account. In fact, it will be more accurate accounting if you have cash withdrawals and…
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We need to pay Sales Commissions based on Sales Invoices paid date. How to run a Customer Sales report that will tell me exactly what invoices were paid in a specific date?
To do this job, you can run “Sales by Customer Summary” report. You will need to customize the report to show daily sales and change to cash basis. If you are using custom fields for sales rep on the Invoice, you can match the sales by Sales Rep as well. See attached screenshot photo1, photo2…
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Where do I change the view to see inactive vendors and inactive customers?
From the blue navigation bar on the left Go to Customer center (or Vendor center) Go to “Settings” gear (located far right next to export to excel and print icons) Select to include inactive checkbox from the dropdown list (see screenshot photo for reference) If there is need to run inactive (or deleted) list/report Go…