Quickbooks Online
Can't mark customer inactive because "there are unbilled chargers for this customer"
Go to customer. Filter transactions on Type "unbilled income." On the right, click Convert to Invoice. Set the rate to 0 and make sure the amount due on the invoice is 0. Save. Now you can make customer inactive. Here's a report to see all customers ...
QuickBooks / Autotask Integration
Syncing General Ledger Accounts, Products Managed services is a product in QB and a Service Code in AT Products in QB are service codes in AT. Add general ledger accounts in AT so the items will sync to the correct account in QB. See: ...
Recording Owner Distributions in Quickbooks Online
This is from Chat GPT. When recording a distribution to an owner in QuickBooks, should the recipient be a "vendor" or an "employee?" Or doesn't it matter? When recording a distribution to an owner in QuickBooks Online, you should create a "Owner's ...
How to Handle Returned Customer Payments in QuickBooks Online (draft)
Handle a rejected or failed bank transfer payment in Quickbooks Online: Go to the Plus (+) icon, then select Journal entry under Other. Debit Accounts Receivable for the amount. Make sure the name of the customer is put in under the last column that ...
How to Handle Returned Customer Payments in QuickBooks Online (draft)
Handle a rejected or failed bank transfer payment in Quickbooks Online: Go to the Plus (+) icon, then select Journal entry under Other. Debit Accounts Receivable for the amount. Make sure the name of the customer is put in under the last column that ...
Refunds and Credit Memos in QBO
How to Apply a Credit Memo to an Invoice in QBO Go into Receive Payment on an Invoice. It will auto populate, but ignore that. Under Amount Received at the top of the payment window, enter $0. Then mark the box to the left of the invoice, it will ...
Payment Methods for Customers
Always receive customer payment info securely, either via phone or via secure apps request link. Do not store customer bank or credit card info anywhere other than in Quickbooks. Work Authorization No work can be done until the framework agreement ...
Sending invoices to more than one Recipient
In the email field of the customer's profile, you can add more than one info by separating the email addresses with a comma. There must be no space between the addresses! You can also do this on a per-invoice basis in the invoice itself. If you ...