How to create an INVOICE and receive payments in QuickBooks Online

[@kellidickerson2524]

You did a great job. I've been having problems and this will help me know where to look.

[@Ylecasmusic]

Thanks, this was helpful!

[@sharonpaul912]

Thanks for this! I’m in the research/learning phase to start my own business and needed to know this! Do you have any videos about setting up recurring automatic payments for clients?

[@brunomichaels9497]

I'm really new to Quickbooks, so this was very helpful. Many thanks.

[@ShoaibRahman00]

Thanks Megan! Megan your stuff is very helpful on this.

[@jesilynpeterson7257]

Hello! Have you made any videos about which bank accounts and how you organize your accounts as a business owner?

[@FinePointsBookkeeping]

Hey! Here are a couple of videos you might be interested in: Tips for BANK FEEDS in QuickBooks Online (kzbin.info/www/bejne/nKPNlWCnlq2fn6s) and What's the Chart Of Accounts? (kzbin.info/www/bejne/rJWxfql_pbRnb7s) Krista (FinePoints Admin)

[@MickeyBulldog]

I use QBO for a band booster. I pick up large deposits from the staff and enter them as one bank deposit.. each payment is applied to a customer (student) in the deposit. I then have to go into each customer and apply the deposit to the pledge. Am I doing it wrong? If I just received the payment first I wouldn’t have one deposit to reconcile against what the staff counted.

[@FinePointsBookkeeping]

Try using the undeposited funds function (you'll need to research how to do this).

[@Logan-yo4rx]

Hi - if my client has a lot of activity from their POS and multiple deposits, would you just categorize deposits from the bank feed? I started by loading invoices from the POS but it’s a nightmare tracking invoice to bank deposits. Is there a way to match multiple bank deposits together with multiple invoices or can I match invoices to a deposit and leave a hanging balance to match in the bank feed?

[@GoldCrown-l4f]

we could use a video relating to undeposited funds. My CPA made me change to QBO recently and with the intergrations the payments were not attributed properly to the invoices and as a deposit to the bank account. They were to undeposited funds. Then they reconciled and left them as undeposited funds. How can we reverse that or attribute the deposits/payments to the invoices properly.

[@FinePointsBookkeeping]

Thanks for reaching out! I will let Morgan know this is something you would like to learn more about. Krista (FinePoints Admin)

[@CathieSchmit]

I am trying to reconcile my month and for some reason it will not show deposits in my reconciliation. I know I am missing a step. It shows that the invoice has been paid??? Thank you for any help.

[@MImran-pu5vp]

Can qb inform about minimum, maximum or reorder level of inventory while selecting items in invoice?. Kindly elaborate

[@kcbknitter]

Is there a way to make an invoice using the "billable" invoices from venders that I've entered? I can't seem to find a way to do that.

[@MarkStettler]

I had a customer with an existing invoice, however upon paying the invoice in-person the payment was processed & deposited as a Sales Receipt without the customer being specified. How can I correct this to apply the payment to the invoice?

[@miriamofsanik981]

My invoices are more than one page. How do I get QBO to perform proper page breaks and number the pages? We mail our invoices.

[@amnewt1640]

I need to have 200 invoices go out in February. I would love to work on those and just have them go out on a certain date. Is that a possibility?

[@FinePointsBookkeeping]

Hey! You can create the invoices now and save them in QBO. Then in February you can go in and send them. Krista (FinePoints Admin)

[@AmmyNixon]

Does QBO insert the invoice number when emailing in the subject line when I send? [invoice number]

[@FinePointsBookkeeping]

yes!

[@nleposk1]

How about progress invoicing?

[@lockingmailboxinstallers1276]

Whenever I convert an estimate I have made to an invoice it always changed the name to the most recent invoice instead of the estimate name... Does anyone know a fix for this?

[@aleli1997]

I am an accountant, who uses way more difficult softwares such as SAP and NETSUIT, but for personal project I use quickbooks since it's a cheap software. Yet, when I match the paid invoice to the the invoice, is not being reflected in my P&L. Would you happen to know why???

[@FinePointsBookkeeping]

Hey! Thanks for your comment. Morgan read it a few times, but she is not sure what the answer is. It's hard to understand the intricacies without being close to the business and situation. Sorry we are not able to help more. Krista (FinePoints Admin)

[@aleli1997]

@@FinePointsBookkeeping thanks for the reply

[@ManuelPortelada]

@@FinePointsBookkeepingwhen you mark it paid does it record it on your register??

[@dippatdublin]

hi How to enter Payment received with out creating Invoices?

[@ben83733]

QBO doesn't have multiple invoice sizes. Default invoice size is A4 only. We can not use desired invoice sizes.

[@funtimewithme5075]

I want to adjust an Invoice via Journal (customer paid in advance ), hope to received your reply .

[@ThaysseMacedo]

Can you recommend quickbooks courses to me?

[@FinePointsBookkeeping]

Hey! Morgan recommends the free QBO ProAdvisor training and certification course (kzbin.info/www/bejne/fmqTgayfd69rgdk) Krista (FinePoints Admin)

[@vanessacollins3997]

First of all i love you video. I have a question about how it entering money from a personal account into the business account. How would i enter it? also if the a personal credit card is used to purchase equipment for the business. How would that be entered?

[@FinePointsBookkeeping]

I have another video on this (about biz startup costs)... use an equity account called Owner's Contribution.

[@amypalmamiami]

😊