How can I transfer unapplied credit from one customer to another in QuickBooks Online

A case may occur when a customer wants to apply credit balance to an affiliated company’s open invoice. EXAMPLE: Customer (Mark) has a $500 credit balance. Customer (Martha) has a $500 Open Invoice. They like to clear the accounts by applying $500 credit from Mark’s account to $500 Open Invoice of Martha’s account. One easy […]

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 […]

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 […]

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 […]

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/

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 […]

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 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

How can I see if a Customer has opened/viewed an Invoice in new QuickBooks Online?

Select the blue navigation bar on the left Select Customers Center Locate Customer and click “Open Invoices” under Pending Invoices column Under Status column you will notice either “Open (Viewed)” or Open (Sent)” That’s your confirmation if the invoice has been viewed or not. See attached screenshot photo below for reference. This is one of […]