Category Archives : Money In


QuickBooks Online: Customize Invoices

Navigate to the Company Settings Menu From the home screen, click on the Gear Menu. Beneath the column heading “Settings,” select the Custom Form Styles tab.   Edit an existing Form Style On the Custom Form Styles page, you can edit an existing form or create an all new one from scratch. Let’s edit the […]


QuickBooks Online: Reports for Tracking Sales and Income

  Navigate to the Review Sales Menu Go to the Reports tab on the left navigation bar.   Choose All Reports and from the All Reports group, choose the Review Sales option.   Sales by Custom Detail Inside the Review Sales menu, click Sales by Custom Detail to open the report window.   Sort Your […]


QuickBooks Online: Create a Refund Receipt

  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.   Select a Payment Method Beneath your customer information, choose a preferred Payment Method from the drop-down suggestions menu to […]


Recording a Credit Memo in QuickBooks Online

  Open a New Credit Memo From the + menu, select Credit Memo to create a new credit memo.   Choose a Customer In the credit memo window, choose the customer you’re giving credit to by selecting a customer name from the drop-down menu.   Select a Product or Service Beneath the column header labeled […]


Recording Customer Refunds in QuickBooks

  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. Select a Payment Method Beneath your customer information, choose a preferred Payment Method from the drop-down suggestions menu to specify how […]


Sending Invoices To Customers Using The QuickBooks Online Mobile App

Start a new invoice. From the Company Activity screen, tap Menu. Then tap Invoices (+) > New Invoice.   Select the customer from your customer list. Tap Select a Customer. If this is a new customer, tap the plus at the bottom of the screen.   Enter what you sold to them, and save the […]


Create Estimates in QBO

  Navigate to the Estimates From the home screen, click on the + Menu and beneath the column heading “Customers” select Estimate. Enter Estimate Details 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 […]


QuickBooks Online: Add Recurring Transactions

Don’t have QuickBooks?   Add Recurring Transactions Navigate to the Check Menu From the home screen, click on the + Menu and select Check. Fill Out 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 […]


QuickBooks Online: Delayed Charge Invoicing

  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.   Open Delayed Charge Go to the Plus Sign Menu, and under Customers choose Delayed Charge. Enter […]


QuickBooks Online: Time Tracking Invoices

You can use QuickBooks time tracking to create invoices based on billable hours. Here’s how. Open a Timesheet Go to the Plus Sign Menu and under Employees choose Weekly Timesheet. Choose Whose Time You’re Tracking If the person doing the work is a 1099 contractor, make sure to enter them into QuickBooks as a Vendor. […]