To start, go here: Banking > Make Deposits. It may include multiple payments or sales receipts for the day. The deposit you record in QuickBooks should match the actual deposit you make at the bank. After you record a sales receipt or receive a payment for an invoice, tell QuickBooks where to deposit the money.The journal entry window will display, you can then apply it to the invoice. Choose to open the invoice you want to mark and at the bottom of the window select to apply for credit. Once you create this report.Batch Invoices in QuickBooks Desktop Pro: OverviewLaunch your QuickBooks and from the support, click on 'customer'. Select the payments to The basic invoice report that shows a list of unpaid invoices and statement charges can be accessed using a preconfigured report.
QuickBooks uses this information to specify the customer’s settings within each invoice created, as well as determine whether to print or email the invoice now or later.QuickBooks Online makes it easy to manage your finances so you can focus more of your time on delivering value to your customers and growing your business. This includes the customer’s “Terms,” “Preferred Delivery Method,” sales tax, and address information. QuickBooks uses the customer information you have entered to “fill-in” the specific information for each customer when it creates the invoices. Before you create batch invoices in QuickBooks Desktop Pro, however, you should be sure you have the customer’s information recorded correctly within the “Customers & Jobs” list in the Customer Center. If the delivery method is unspecified, neither box will be checked. In the “My Preferences” tab to the right, ensure that the “Auto-check the ‘Email Later’ checkbox if customer’s Preferred Delivery Method is email” checkbox is checked.This ensures that batch invoices in QuickBooks Desktop Pro that are created for customers who have a “Preferred Delivery Method” of “Email” will have the email invoices marked as “Email Later.” Customers with a “Preferred Delivery Method” of “Mail” will have the “To be printed” checkbox checked within their batch invoices in QuickBooks Desktop Pro. Then select the “Send Forms” icon in the list at the left side of the “Preferences” dialog box that appears. To do this, select “Edit| Preferences…” from the Menu Bar. You should check your default preferences for sending forms in QuickBooks before creating batch invoices in QuickBooks Desktop Pro that you intend to email. To create a one-time batch invoice for customers, select the names of the customers or customer jobs from the left list and then click the “Add >” button to move them into the list at the right side of the dialog box.To instead create a “Billing Group” of customers to more easily select a set of customers for whom you may send out regular batch invoices in QuickBooks Desktop Pro in the future, click the “Billing Group” drop-down in the upper-right corner of the window. In the “Batch Invoice” window, then select the customers for whom you want to create batch invoices in QuickBooks Desktop Pro. You can click the “OK” button in the message box that appears, if needed. In the future, you will be able to select the name of the billing group you created from the “Billing Group” drop-down to automatically select those customers in the group when creating batch invoices in QuickBooks Desktop Pro. Then select the names of the customers or customer jobs to add to the group from the left list and click the “Add>” button to add them into the group at the right side of the window.When finished, click the “Save Group” button below the right list to save the customers into the billing group you created. Then click the “Save” button to create the group in the right list. Type a name for the group of customers into the “Name” field. Then click the “Save” button to create the group in the right list. Type a name for the group of customers into the “Name” field. Then select the “” command to open the “Group Name” dialog box. To instead create a “Billing Group” of customers to more easily select a set of customers for whom you may send out regular batch invoices in QuickBooks Desktop Pro in the future, click the “Billing Group” drop-down in the upper-right corner of the window. You can also select customers in a billing group and click the “< Remove” button to remove them from the list. To automatically select those customers in the group when creating batch invoices in QuickBooks Desktop Pro in the future, you can select the name of the billing group you created from the “Billing Group” drop-down. When finished, click the “Save Group” button below the right list to save the customers into the billing group you created. Free download video player for mac os xTo rename the group, type a new name into the “Billing Group” field to the right. Select the name of a billing group in the left list to manage, first. To manage the groups you have created, click the “Manage Groups” button in the upper-right corner of the window to open the “Manage Billing Groups” window. You can click the “Close” button in the “Manage Billing Groups” dialog box to close it and return to the “Batch Invoice” window when finished. Then click the “Yes” button in the confirmation message box that appears. To delete the billing group, click the “Delete” button below the “Billing Group” field. ![]() ![]() When finished reviewing the summary, click the “Close” button in the dialog box to close the window. To batch email the invoices from the batch group, click the “Email” button.
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