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QuickBooks Online: Create an Invoice

12/1/2017 1:50:57 AM Jay Thompson

1.Click (+) > Create Invoice.2.Fill in the invoice.(Optional) If you’ve saved a style other than the Standard style, you can choose it from Customize at the bottom of the page. 4.Click Print or Preview. Then: 1.Click Print or Preview again to make sure the form will look the way you want when you send or print it.

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QuickBooks Online: Receive Payments

12/1/2017 1:50:57 AM Jay Thompson

You got paid, Great! now you need to record the payment in QuickBooks. That’s called receiving a payment. Read this tutorial and watch the video to learn how.

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QuickBooks Online: Create Sales Receipts

12/1/2017 1:50:57 AM Jay Thompson

Go to the Plus Sign Menu and under Customers choose Sales Receipt.Enter the name of the customer who is paying you. If this is a new customer, click Save. You can also give them a generic label like “Internet Sales.”Enter the products or services you provided for this customer and any information about this product or service. If this is a new product or service, type it in and click Add. Enter information about this service.

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QuickBooks Online: Time Tracking Invoices

12/1/2017 1:50:57 AM Jay Thompson

Go to the Plus Sign Menu and under Employees choose Weekly Timesheet. If the person doing the work is a 1099 contractor, make sure to enter them into QuickBooks as a Vendor. Choose whose time you’re tracking by entering a customer name.

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QuickBooks Online: Delayed Charge Invoicing

12/1/2017 1:50:57 AM Jay Thompson

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.

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QuickBooks Online: Add Recurring Transactions

12/1/2017 1:50:57 AM Jay Thompson

From the home screen, click on the + Menu and select Check.Fill out the check exactly the way you want QuickBooks to do it each month. Make sure the words “To Print” appear in the Check No. field on the right of the screen.Once you have your check template filled out the way you like, click Make Recurring at the bottom of the screen.

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Create Estimates in QBO

12/1/2017 1:50:57 AM Jay Thompson

From the home screen, click on the + Menu and beneath the column heading “Customers” select Estimate.Enter the prospective customer’s name into the Choose a customer box. Either choose a customer name from the list of drop-down menu options available, or if this isn’t a customer you’ve entered into QuickBooks yet, click + Add new at the top of the drop-down menu.

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Sending Invoices To Customers Using The QuickBooks Online Mobile App

12/1/2017 1:50:57 AM Jay Thompson

From the Company Activity screen, tap Menu. Then tap Invoices (+) > New Invoice.Tap Select a Customer. If this is a new customer, tap the plus at the bottom of the screen.Tap Add Item, and select an item from the list. Then tap Save.Tap Note, then Create Note or Attach Existing Note

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Recording a Credit Memo in QuickBooks Online

12/1/2017 1:50:57 AM Jay Thompson

From the + menu, select Credit Memo to create a new credit memo.In the credit memo window, choose the customer you’re giving credit to by selecting a customer name from the drop-down menu.Beneath the column header labeled “PRODUCT/SERVICE” click on the drop-down menu and choose the Product or Service you’re issuing credit to the customer for.

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Recording Customer Refunds in QuickBooks

12/1/2017 1:50:57 AM Jay Thompson

Open a Refund Receipt From the + menu, select Refund Receipt to open a new refund receipt.Choose a Customer In the refund receipt window, choose a customer from the drop-down suggestions menu.

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QuickBooks Online: Create a Refund Receipt

12/1/2017 1:50:57 AM Jay Thompson

From the + menu, select Refund Receipt to open a new refund receipt.In the refund receipt window, choose a customer from the drop-down suggestions menu.Beneath your customer information, choose a preferred Payment Method from the drop-down suggestions menu to specify how you will be paying the customer’s refund.

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QuickBooks Online: Reports for Tracking Sales and Income

12/1/2017 1:50:57 AM Jay Thompson

Go to the Reports tab on the left navigation bar.Choose All Reports and from the All Reports group, choose the Review Sales option.Inside the Review Sales menu, click Sales by Custom Detail to open the report window.On the Reports Screen, change the transaction date from “This-Month-to-date” to “This-Quarterto- date” to sort your sales by month for the current financial quarter to date.

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QuickBooks Online: Customize Invoices

12/1/2017 1:50:57 AM Jay Thompson

From the home screen, click on the Gear Menu. Beneath the column heading “Settings,” select the Custom Form Styles tab.On the Custom Form Styles page, you can edit an existing form or create an all new one from scratch. Let’s edit the default existing one named “Standard” for now.

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