Tag: invoice
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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 customize my Invoice in new QuickBooks Online?
Where is my Customize Data Layout like features in new QuickBooks Online? Two ways of navigating on invoice customization features in new QuickBooks Online: 1. From the home page screen > company gear (upper right corner) > Settings > Company Settings > Sales > Customize > Select “Customize look and feel” blue button 2. From…
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How to change Discount Account used on Invoice setting is new QuickBooks Online (QBO)?
Changing discount account settings is part of the chart of accounts advanced settings in the new QuickBooks Online. From the home page screen Select the Company “Gear” (upper-right-corner) Select Company Settings under the Settings heading Select “Advanced” under Settings Select “Chart of Accounts” under the Advanced heading Select Discount Account from the drop-down selector income…
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How to run customized Sales Report by Sales Rep in new QuickBooks Online?
There is no built-in business report available by Sales Rep in new QBO at this time. By using available custom field on the sales forms (invoice and sales receipt), you can easily get the information by selecting and customizing standard built-in “SALES BY CUSTOMER SUMMARY” report. This quick and easy tutorial video shows you how…
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How to delete an Invoice in new QuickBooks Online?
When you delete an invoice, you delete a posted transaction, so this will affect your report totals and the customer’s balance. Also, any unbilled, non-posted transactions that were included on the invoice become available again to be included on the next invoice you create. To delete an invoice Find/locate the Invoice to delete. From the…
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How to add Billable Hours and Rate to Invoices from Timesheets (Employee or Contractor) in new QuickBooks Online?
You can get there by clicking the Customize button tab at the bottom (middle section) of the Invoice, Estimate, and Sales Receipt. Select “More” > Check boxes to show Billable to include employee name, hours and rate. You can also get there from the Company Gear (upper-corner) > Company Settings under Settings header > Sales…
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How to handle early payment discount taken to an invoice when a customer pays on time? Example: 1% 10, Net 30 or 2% 10, Net 30
In an ideal accounting process, I would think handling discounts taken by the customer would be part of the “Receive Payment” form screen. They will have the additional line to enter discounts given to the customer as negative amount entered and thereby would match customer payment amount. Since the QBO Receive Payment screen is unable…
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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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I have an invoice that was created for $500 and we were paid actually $900. Looks like it has now closed out another invoice. How can this be corrected?
You will need to change automatically apply credit setting OFF. To do to this: From the Home page screen Select the Company Gear (top upper corner) Select Company Settings under Settings header Select Advanced Under Automation, change automatically apply credit setting to “off” Change automatically apply bill payments to “off” as well Save See screenshot…
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How do I add a client purchase order onto my invoice, ie how do I show this on the invoice is there a custom column?
In new QBO, they’ve up to three custom fields selections available to customize invoice layout. You can pick one field for Client Purchase Order Number. From the Home page screen Select the Company Gear (located top upper corner) Select “Company Settings” under Settings header Select “Sales” under Settings” Select “Sales Form Content” Select “Custom Fields”…
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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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I would like to apply a percentage discount on just one item in my invoice. How can do it?
There is no way to set up a discount for a fixed amount at this time. This option for a % with subtotal is badly needed in new QuickBooks Online. I Suggest sending in your QuickBooks Online Feature Requests here: http://feedback.qbo.intuit.com/
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How do I stop any recurring invoices in QBO?
To stop a recurring transaction from recurring, you will either need to delete the recurring transaction, or edit the schedule so that it will not be regenerated. Here’s how to do it: First, click the gear in the upper right of your Home screen. Choose Recurring Transactions from the menu. Click the recurring transaction to select it. If you’d like to…
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I accidentally created an Invoice rather than an Estimate. How to change it to an Estimate?
There’s no way to convert that Invoice to an Estimate. QuickBooks Online doesn’t have a mechanism in place to create Estimates out of Invoices. You’ll have to manually create the Estimate and delete the Invoice. #QuickBooks Online
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How to create my own invoice number?
GO to the Company Gear (upper right hand corner) Select “Company Setting” under Settings Select “Sales” under Settings (or “Sales Form Entry” under Preferences) Check-box “Custom transaction number” (see attached screenshot below for reference) SAVE GO back to create new Invoice Click “+” plus sign Select “Invoice” under Customers Enter new “Invoice no.” (located at top…
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QuickBooks Online (QBO) Tutorial – Customer Invoice, Sales Receipt, Receive Payment, Bank Deposit
This QBO tutorial video is a step-by-step guide to complete invoicing process (Customer Invoicing, Sales Receipt, Receive Payment and Bank Deposit). It covers how to handle all forms of payments like check, credit card, debit card, PayPal and Amazon payments. It explains how to record merchant service fees as well as PayPal and Amazon fees.…