Tag: invoice
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How to handle a partial payment when creating an invoice in QBO?
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.…
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How to fix: Invoice numbers stay same on recurring transactions in QuickBooks Online
Case: With recurring transactions none of the invoice numbers ever change. They are the same month to month, as well as across multiple customers with same invoice number. It is becoming a huge problem getting paid from Customers (Clients) when they see the same invoice number every month. First, we will need to turn on…
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How to turn off the “Terms” so it won’t show on an Invoice at all?
Removing the “terms” completely from your invoice is a part of “Custom Form Styles” under Settings. You will need to disable the “Terms” setting just once. Here’s how to do it: Click on your Company Gear in the top right corner Click Custom Form Styles under the Settings tab Select form name you would…
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How do I get billable expenses to appear at the bottom of the invoice as a group rather than appear by the date which they were entered ?
You will be able to place billable expense with subtotal after product/service items. Since billable expenses were entered as a separate item, there is no group all those billable expenses and show as one item. In order to do that, you will need to customize invoice format. Open Invoice form, click customize button at the…
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I have an invoice that will have two items and each item has a different sales tax rate. How do I accomplish this?
Create two separate invoices. Not a good option, but it’s what it is. As you may have already noticed, there is no way to create different sales tax rate setting by items in new QuickBooks.
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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…