This article will show how to link a deposit from a customer to an Invoice. Let’s assume the customer payment was entered first through Bank Deposit (this may be from bank feed or entered manually) instead of Receive Payment form and then you’ve created an invoice later, you can follow the steps below to link… Continue reading How do I match a new Invoice to a payment that’s already been deposited to a bank account
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This has to do with reflecting accurate direct expenses related to customers on Income by Customer Report. If you are depositing a vendor/supplier refund for an expense that was previously Billed to a customer, select “Track returns for customers” box and choose that same customer on the deposit and mark it Billable. For example, if… Continue reading Why mark it billable to a customer and select “track returns for customers” box on a bank deposit
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… Continue reading 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.
“Track returns for customers” has to do with whenever you invoice your client for billable expenses (time and material) and the client pays less (for a variety of reasons) than invoice amount. This is a way to correctly track returns for customers account and receive payment to match deposit amount. In case, you will need… Continue reading How to use track return for customers field shown on deposit form
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.… Continue reading How to handle a partial payment when creating an invoice in QBO?
This is what you need to do! First, when you create sales receipt or invoice > choose deposit to “Undeposited Funds” account, not bank account. (I am giving lengthy steps, but it moves real fast) Let us start from your banking center. Find the deposit amount you want to match. Highlight and click once. Transaction… Continue reading How do I match transactions when bank feed deposits (from Stripe) are net and not gross
On Receive Payment screen (create + sign > customers > receive payment) > select deposit to: undeposited funds > choose invoice and payment amount > save Next step > On Bank Deposit screen (create + sign > other > bank deposit) > select customer payments > match total payment to bank deposit > save If… Continue reading #QuickBooks #QBO How do I get separate payments from different customers to show up as one deposit as it does when I deposit it in the bank?
In order to print, from the homepage screen Select create (+) sign Select “Bank Deposit” “under “Other” heading Go to small clock icon on top left corner and select “Recent Deposits” slip and summary you want to print Select Print at the bottom middle Select “Print Deposit Slip and Summary” or “Print Deposit Summary Only”… Continue reading How to print a deposit slip and deposit summary in new QuickBooks Online (QBO)?