can you apply a sales receipt to open invoices for that customer?

how do the expenses get allocated with credit card purchases and partial payments throughout the month and finally at year end on QBD?

How do you record Expenses paid in Cash in Quick Book ?

How do I set up a Subtotal item? It's not currently in my list of products and services, but I think that's a MUCH easier way to discount an entire invoice instead of discounting each item individually.

I have a question, i saw that there was a "received" record and yet you categorized it under "office expense", if it shows that it was "received" does that mean that it received payment for the $89.99 or are you saying that it was a refund and the funds go back to the original account that it was used?.

Quick books wont let me put the debits or credits

Thanks for your video. Would this also apply to when you transfer balances from one credit card to a new credit card? Would I just set up the new credit card in quickbooks and then transfer? Thanks.

What If an invoice is partial amount of the total of the purchase order?

Great video! The last step needed is to use the "Pay Bills" feature to connect the bank deposit to the vendor credit. Select +New>Pay bills and select the bank deposit created. When you do, you'll see the amount of the vendor credit in the "Credit Applied" field. Everything should net to zero. Select "Save & close" and go back to the vendor record to ensure everything is zero!

Thank you

Please correct me if I am wrong, but shouldn't we create a new invoice since the bounced check and fees invoice is used to offset the deposit that was made? If the customer pays the invoice you showed in this video then we will have two deposits? Please advise

how about if it's foreign currency? why it is not showing in the find match after amending the exhange rate

Can transfers be reoccurring? Scheduled

I have cash customers who pay through mobile straight to bank. How do i record that? Coz if it goes to undeposited funds. It will be time consuming due to double accounting

i accidentally refunded a credit memo how do i cancel that transaction as if it never happend.

In my client's case, the cash back rewards are very significant!! One is for $330.13 and the other is $497.41. And these are NOT credits on the credit card - they are actual funds ($$) deposited to her checking account by the bank. I'm thinking (based on your video) that I should count this as Other Income.

hi great video, question if I may on selling a financed asset , how is the check written to finance co. without decreasing that loan account twice mike

Hi, One of my customers paid for an invoice as follows: - Invoice amount $1,000 - Payment received for $925 the difference of $75 is as follows; - $70 withholding taxes deductions - $5 Bank charges How the best way to register and close the invoice? Note; we are using qb Pro desktop

Kevin invoice is 660 i click paid and finished entering invoices then went to make deposit and matched the checks with the screen and notice that kevin took off his late charge and only paid 640. How do i fix this what viedo should i watch.?

We are a Net 10th and most of my customers will have multiple invoices due at one time. Is there a way to send a lump sum payment reminder instead of individual reminders?

If you have a loss on the sale and you debit the gain of sale account, how to do balance the JE?

I have always entered mine as expenses and not bills regardless of terms because I pay my bills as soon as I get them. I don’t schedule payments out. So that said, is how I’m doing it still correct?

Thank you...I was recording owners personal expenses as a Owners Withdrawals 😮

So what does it do if you choose clear payment?

If insurance amount was paid on June06 but the insurance period is from March 2024 to April 2024 then how it should be entered?

When I click on "View Report" all I get in the drop down menu is "Print". I do not see an "Undo" tab. Only a "Print" tab.

I made invoices for a list of transactions, received payments for each of them, and recorded each of them as “undeposited funds”. When I start a bank deposit, though, only a few payments from that list automatically show. Do I manually fill in the rest or will that cause problems?

How do you up prior journal entries. Thanks!

How do you look up price journal entries? Thanks !

How do I do this process for professional services using employees billable time?

I have undeposited funds and as im looking it was not deposit into my account. Are the funds in a quickbooks acct since the payments were made with a credit card? I dont see the funds in my bank account.

Thank you for this! I was freaking out because I violated every rule for one of the accounts I had reconciled. After this video, I was able to remove all discrepancies in about 20 minutes!

sir i got problem when try to save and new. "this transaction is in a closed period. changing it could affect your previously filed tax return" hope this msg reach you sir...

ty sensei

Is there an option to convert a sales receipt to an invoice? Sometimes customers neglect to inform if they will be paying now or later until after I've already made the receipt

What do you if you did not enter an opening balance when you createdthe account? How do you add it then?

Also the check has cleared the bank

What if the bill isn’t showing in the pay bills window?

Thanks

And how do you match it in "banking transactions"? You left out that part. Personally, I absolutely hate this account, it's not an accounting concept. I have a client who puts everything to undeposited funds and he never moves anything out of it. Can you please show how things look in "bank transactions" when undeposited funds is used vs when it's not used (ie payment is received directly to chq account)?

Is there a way to move just my signature lower?

Wonderful step by step instructions AND the purpose of each step. Thank you

Thanks you so much very use ful your video 😍 From Srilanka 🇱🇰

My company provides services and we use Workiz CRM. The payments for invoices come to Workiz and via Workiz we receive to our bank account. Please will you help me with an issue, I don’t should I make an invoice in QBO by the name actual customer or my customer is Workiz? Can I match an invoice with a client name with the payment received from Workiz, won’t it be a mistake? Thank you.

First time a QB Video actually taught me how to do something I needed. Thanks

When paying bills, can you alter the amount you pay or is it required to pay the full amount that's in the system?

I received a payment from a customer and has a debit payment also included, how can I take that up to balance the payment off. I tried raising adjustment note but it's not giving me a balance transaction

How do I post a payment received that has a debit in it?

TYSM!

How can we record cash discounts in QuickBooks Online? I am not asking about trade discounts.