but notice there is a Template option. QuickBooks Desktop gives you the option to create and use customizable templates for your invoices. This means you can have different invoice styles for different types of customers, different segments of your business, ...
Adding a credit card account to QuickBooks Online is a straightforward process that can be done in just a few simple steps. Whether you are a small business owner or an accountant, this guide will walk you through the process and help you get your credit card account set up in no time. ...
Before we dive into the process, it’s important to note that you should have your credit card account set up in QuickBooks Online. If you haven’t done so already, you can easily add a credit card account by navigating to the Chart of Accounts and selecting “New.” Once your credit ...
If a customer paid a deposit for an invoice but later changed their mind and cancelled the transaction, you can return the deposit. You can do this by giving the customer a refund and applying a credit. To refund a deposit in QuickBooks Online, create a credit note, create a ...
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If your credit card account is corrupted or damaged, you may not be able to make it reactive. In such a case, you can create the dummy credit card account and then merge it with the inactive account. Click on the “Lists” menu. ...
Using payments api I have stored customer's bank account info to Quickbooks. Now I want to create a charge against the stored bank account using payments api. I couldn't find a way to do that. I know how to create a charge using stored credit card but I couldn't find a w...
The right tools can help simplify client invoicing, tracking, and payment. You can send great-looking invoices to clients with built-in payment options and get paid immediately. Note: This tutorial covers creating unique invoices for individual clients. If you’re looking for a way to create on...
Related article: How to set up landed cost in QuickBooks Enterprise? Step 4: Creating A Credit Note For The Bad Debt This next step involves the creation of a credit note specifically for the bad debt. For convenience, follow the directions given below: To create a credit note pertaining ...
Following is a step-by-step guide for each method. Connect to your financial institution Connecting your bank and credit card accounts in QuickBooks Online is the quickest and most reliable way to import transactions into the Banking feature. It’s also secure; your bank login information is enc...