QuickBooks Online 2021 populate invoice from billable item on a bill form. Let’s get into it with Intuit QuickBooks Online 2021. Here we are in our get great guitars practice file, we’re going to be setting up an invoice which we will populate from a bill that we set up in a prior presentation making an item on it billable to look at the scenario, let’s go over to the desktop version just to take a look at the flowchart. You don’t need the desktop version here. But we’re just going to take a look at the flowchart to run down the scenario here.
Posts with the customer tag
Apply Customer Deposit (Credit) to Invoice 8.35
QuickBooks Online 2021 applied customer deposit or credit to an invoice. In other words, we got a pre payment from a customer in the past which we will now apply in the format of a credit to the invoice that we will create to complete the sale complete the transaction. Let’s get into it with Intuit QuickBooks Online 2021. Here we are in our get great guitars practice file, we’re now going to be creating an invoice for a customer who made a deposit in the past. Let’s first open up our financial statements, we’re going to right click on the tab up top and duplicate it.
Advanced Customer Deposit Payment 8.30
QuickBooks Online 2021 advanced customer deposit payment. Let’s get into it with Intuit QuickBooks Online 2021. Here we are in the get great guitars practice file, we’re going to be recording a pre payment from a customer or a deposit sometimes called unearned revenue. So let’s first open up our balance sheet and income statement reports. We’re going to go up top right click on the tab up top, duplicate, we’re going to duplicate again, right click on the tab up top and duplicate again. So we got the double duplications.
Receipt of Inventory Create Bill from Purchase Order 8.20
QuickBooks Online 2021. We’re going to record the receipt of inventory and create a bill from the purchase order created in a prior presentation. Let’s get into it with Intuit QuickBooks Online 2021. Here we are in our get great guitars a practice file, we’re first going to be opening up our reports that being the balance sheet and profit and loss or income statement by going up top or right clicking on the tab up top duplicating that tab, we’re going to do it again, right click on the tab up top duplicating that tab, we will then go to the reports down on the left hand side.
Rental Income – Customer Deposit, Invoice, & Payment 8.77
QuickBooks Online 2021 rental income, customer deposit, invoice and payment. Let’s get into it with Intuit QuickBooks Online 2021. Here we are in our get great guitars practice problem, we’re going to be opening up our financial statements. To start off, I’m going to go to the tab up top, right click on that tab, duplicate that tab, we’re going to do this two more times, right clicking on the tab up top, duplicate the tab, right clicking on the tab up top, duplicate the tab, we’re going to be opening up our trial balance, which will be here, then our income statement or P and L, and then our balance sheet.
Add Service Items & Enter Invoices In Service Job Cost 8.75
QuickBooks Online 2021 add service items and enter invoices in a service job cost type system. Let’s get into it with Intuit QuickBooks Online 2021. Here we are in our get great guitars practice problem, we’re going to be opening up our financial reports go into the reports up top right clicking on it, we’re going to duplicate the tab, we’re going to do it two more times, right click once again, duplicate the tab one more time, right click once again and duplicate the tab, we’re gonna have a trial balance on the tab to the far right, then the income statement and then the balance sheet.
Track & Pay Invoices From Customer Center 8.55
QuickBooks Online 2021 track and pay invoices from customer center. Let’s get into it with Intuit QuickBooks Online 2021. Here we are in our get great guitars practice file, we’re going to be recording a customer payment. Before we do so let’s duplicate the tab up top right clicking on the tab up top and duplicate.
Purchase Order & New Inventory Item 8.15
QuickBooks Online 2021 purchase order and new inventory item. In other words, we’re going to add a new inventory item as we create a purchase order. Let’s get into it with Intuit QuickBooks Online 2021. Here we are in our get great guitars practice file, we’re going to be entering a purchase order as we do so we’re going to add a new inventory item and add a new vendor.
Pay Bill That Was Created From P.O. 8.50
QuickBooks Online 2021 pay bill that was created from a purchase order or P OE. Let’s get into it with Intuit QuickBooks Online 2021. Here we are in our get great guitars to practice file, we’re going to open up a new tab to the right and make the trial balance on it.
Customer Prepayment Unearned Revenue Two Methods 8.45
QuickBooks Online 2021 customer prepayment or unearned revenue, we’re going to take a look at two different methods to record the unearned revenue. Let’s get into it with Intuit QuickBooks Online 2021. Here we are in our get great guitars practice problem, we’re going to take a look at the trial balance.
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First, let’s first duplicate a tab up top, we’re going to right click on the tab up top and duplicate it, then we’re going to go down to the reports down below, we’re going to be opening up then a trial balance typing into the find area trial balance and open that up range, change it up top Indian ads, we’re going to say 1230 121. And then we’re going to go ahead and run that report. Let’s close up the hamburger for this tab, hold down Control scroll up just a bit.