Delayed Charge

Tips for Working in QuickBooks Online Bank Feed: Managing Bank Rules

Valerie Heckman, Intuit, reviews her favorite tips for working with bank and credit card feeds in QuickBooks® Online. This article is part two in the series… 

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Tips for Working in QuickBooks Online Bank Feed: Connections

To start, here are five tips for forming connections and keeping your bank feeds organized and populated with the latest transactions to review. In future articles, I’ll share my advice for creating bank rules and making the most out of adding or matching transactions…

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QuickBooks Online | Connect Bank Accounts & Credit Cards by Certified ProAdvisor

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Video: FIRST LOOK at NEW Reconciliation Screen | QuickBooks Online 2017

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Quickbooks Online – How to ADD BANK TRANSACTIONS | 2017

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Where is the Menu to Record a Customer Charge To Invoice Later?

Do you keep a bunch of post-its on your desk to remind you what products you bought and services you did for customers? Instead, use delayed charges to keep track and create invoices when the time comes.

Go to the Plus Sign Menu, and under Customers choose Delayed Charge.

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Video: How to use the Delayed Charge feature in QBO

Document now… charge later. That’s the concept of the delayed charge feature in QBO. This feature is perfect for clients that need to track time spent on a customer and bill at a future date. Check out how this feature can simplify your time tracking.

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