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QuickBooks™ Online: Create an Invoice

by Jay Thompson on 1 Dec

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: Create Sales Receipts

by Jay Thompson on 1 Dec

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: Add Recurring Transactions

by Jay Thompson on 1 Dec

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 QuickBooks™ O

by Jay Thompson on 1 Dec

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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Recording a Credit Memo in QuickBooks™ Online

by Jay Thompson on 1 Dec

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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QuickBooks™ Online: Create a Refund Receipt

by Jay Thompson on 1 Dec

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

by Jay Thompson on 1 Dec

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

by Jay Thompson on 1 Dec

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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