Invoice

Video: Client Retainers, Deposits, and Pre-Payments

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Adding Transactions from Quickbooks Online Bank Feeds

In this Quickbooks training tutorial, you will learn how to add transactions from the Quickbooks Online bank feeds center. You will see the results of the transactions you added as well as find them in the review center in the “in Quickbooks” section…

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Video: Importing Files to Quickbooks Online Bank Feeds

In this video, you will learn how to import qbo files in to the bank feeds review center in Quickbooks online. QBO files are an example of webconnect files. These are files that you can import and review and edit as bank transactions. With qbo files, the result is the same as connecting to the bank and downloading them through bank feeds. The transactions go in to the review center just the same…

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Using PayPal with QuickBooks Online (Part 1)

If you’re using PayPal and QuickBooks Online then this blog post is for you. It will show you how to link PayPal to QuickBooks Online. And then, show you how to how to enter payments made with PayPal into QuickBooks Online correctly.

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How to Automate Bank Feeds and Recurring Invoices

There are many ways to automate in QuickBooks® Online (QBO), but for this article: bank feeds and recurring invoices. These are both huge time-savers, and the more you automate, the better your workflow process is going to be………..

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Where is the Menu to Prepare a Sales Receipt?

Open Sales Receipt
Go to the Plus Sign Menu, and under Customers choose Sales Receipt.

Sales Receipt: Use a sales receipt when your customer pays you on the spot for goods or services.

Invoice: Use an invoice if you let your customer pay you later. You can set up terms to indicate how long the customer has to pay. If they don’t pay within the specified time limit, their invoice is overdue. 

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Progress Invoicing is Live

QBO Progress Invoicing has several options which allow for invoicing a percentage, custom or remaining open balance. Since there are multiple options you might want to use my articles as a reference guide when you area explore Progress Invoicing….

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How to customize invoices in QuickBooks Online

Change is difficult – I understand.  If you’ve struggled, like Jasmine, and are ready to give it a try, then I will show you exactly how to customize invoices in QuickBooks Online. It may be easier than you think, and you just may love the result!…

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QuickBooks Online Progress Invoicing

QuickBooks Online is introducing Progress Invoicing which is still in “beta test” mode as of writing this blog article in February 2018. That means there could still be significant changes until they wrap up the beta test. Progress Invoicing feature allows you to invoicing a client incrementally for the percentage (or fixed dollar amount) that has been completed of the work due or agreed upon the contract. This could be considered a type of partial invoicing or a type of installment invoicing to your clients.

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Intro to QuickBooks Apps: Invoice Your Customers

Invoicing the old way was slow and inefficient; mailing invoices and waiting for checks to be sent back added lots of unknowns into your finances. In the digital age, there are plenty of apps, including features built right into QuickBooks® Online, to help you quickly create accurate invoices, get you paid faster and keep cash flowing..

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Progress Invoicing for QuickBooks Online – Part 1

It’s taken a long time, an eternity or so it seems for some people, but Progress Invoicing has finally arrived to QuickBooks Online. Oh sure, some of you may not have it, just yet, but it’s getting rolled out over the next few weeks

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You can do WHAT in QuickBooks? Invoicing

Invoicing is an area of QBO that doesn’t always get direct attention from accountant users. Knowing the options in QBO, however, can turn you into your client’s hero, as you help them capture the right information, streamline workflow, save time and get paid faster. Here are a few functions you may not know are available.

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Where is the Menu to Prepare a Sales Receipt?

Open Sales Receipt
Go to the Plus Sign Menu, and under Customers choose Sales Receipt.

Sales Receipt: Use a sales receipt when your customer pays you on the spot for goods or services.

Invoice: Use an invoice if you let your customer pay you later. You can set up terms to indicate how long the customer has to pay. If they don’t pay within the specified time limit, their invoice is overdue. 

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