How-To

How to Apply Customer Credits to Open Invoices in QuickBooks Online

Note: This is assuming the customer deposit was already booked BEFORE the payment was actually applied to the customer’s open invoice. Be sure that the pre-existing customer deposit is actually booked correctly for this to work. Go to the customer deposit entry in QuickBooks Online and ensure two things here: The “Received From” field is

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How to Create an Inventory Part Item in QuickBooks Online

Note: Be sure that your inventory function is active in QuickBooks Online. Go to Gear Icon>Account and Settings>Sales tab>Products and services area>Checkmark the following at the minimum: Show Product/Service column on sales forms Track quantity and price/rate Track inventory quantity on hand Click Save then click Done. Go to Gear Icon> Lists menu>Products and services.

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How to Create an Inventory Part Item in QuickBooks Desktop

Note: Be sure that your inventory/purchase orders function is active in QuickBooks. Go to Edit>Preferences>Items & Inventory>Company Preferences Tab Go to Lists menu>Item List Click at New at the bottom (within the Item menu ) or simply hit Ctrl+ on your keyboard. Choose Inventory Part under Type of item Note: Inventory Assembly items are not

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QuickBooks – How to Apply a Vendor Bill to a Check Payment that was Already Entered

METHOD #1 Login to QuickBooks Online. Go to New>Vendors>Bill Enter your vendor bill and hit save and close. Find the previous check payment made out to that vendor. This is the check payment that you want to apply to the bill. Within the check payment, change the category (account) that you previously assigned this check

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How to Create an Equity Report in QuickBooks Online

Login to QuickBooks Online. Go to the Accounting tab on the left side and click on Chart of Accounts. Find the specific equity account that you want information from and then: Go to the left side and click on the dropdown arrow and click on Run Report. Once the report opens: Scroll to the top

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How to Set Up Health Savings Account Employee Deduction Item in QuickBooks Desktop Payroll

Open Quickbooks desktop and click on the Lists menu and select Payroll Item List. Note: If payroll is not turned on in your Quickbooks file, then you will not see the Payroll Item List selection. You will need to create a new payroll item for the employee deduction portion of an employee’s Health Savings Account

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How to Set Up a 401(k) Employer Match Item in QuickBooks Desktop Payroll

Open Quickbooks desktop and click on the Lists menu and select Payroll Item List. Note: If payroll is not turned on in your Quickbooks file, then you will not see the Payroll Item List selection. You will need to create a new payroll item for the employer match portion of an employee’s 401(k) company-sponsored plan,

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How to Set Up 401(k) Employee Deduction Item in QuickBooks Desktop Payroll

Open Quickbooks desktop and click on the Lists menu and select Payroll Item List. Note: If payroll is not turned on in your Quickbooks file, then you will not see the Payroll Item List selection. You will need to create a new payroll item for the employee deduction portion of an employee’s 401(k) company-sponsored plan,

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How to Issue a Customer Check Refund from a Previous Overpayment in QuickBooks Online

1. Go to the vendor check-writing feature in QuickBooks Online. 2. Choose the customer name as the Payee name. 3. Choose “Accounts Receivable” as the Category. 4. Type in the overpayment amount to be refunded. 5. Click on “Save and Close”. 6. Next, go to the customer profile to actually apply this check payment refund

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How to Merge Customer or Vendor Profiles in QuickBooks

Sometimes, over a period of months or years, you may have inadvertently created similar looking vendor names or customer names in your QuickBooks company file. You may then decide, for various reasons, that you really need to begin merging some of these named profiles together. Before you being this activity, here are some important things

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