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Just pin this image or bookmark this post, and you never have to wonder what to do again (until they rearrange something, but most likely the process will stay the same ) I’ve created this handy dandy little infographic and included a few tips to make your life easier. HOW TO ADD PAYMENT INFO TO RECEIPT IN QB FOR MAC DESKTOP HOW TOHow to record a deposit with Credit Card fees in QB Online HOW TO ADD PAYMENT INFO TO RECEIPT IN QB FOR MAC DESKTOP PROThis video lesson is from our complete QuickBooks tutorial, titled “ Mastering QuickBooks Desktop Pro Made Easy v.2022.Do you use QuickBooks Online? Do you wonder what in the world to do? Where to start, what steps to take and what process to do? You’re not alone it’s not intuitive or self explanatory at all. The following video lesson, titled “ Payments,” shows how to create payment items in QuickBooks Desktop Pro. Video Lesson on Create Payment Items in QuickBooks Desktop Pro: To save the item into the “Item List,” then click the “OK” button.If you select the “Deposit To” option button, then select the account to directly deposit the amount into from the adjacent drop-down.Then decide where to place the money received when you use this item in an invoice by either selecting the “Group with other undeposited funds” option button or the “Deposit To” option button.Use the “Payment Method” drop-down to select the method of payment associated with this particular payment item.Then enter the description to show in an invoice when you use this item into the “Description” field.Then click into the “Item Name/Number” text box and enter a name for the payment item.In the “New Item” window, then select “Payment” from the “Type” drop-down.Then click the “Item” button in the lower left corner of the list window and select the “New” command.To create Payment items in QuickBooks Desktop Pro, select “Lists| Item list” from the Menu Bar to open the “Item List” window.After creating the “Payment” item, then click the “OK” button to save the item into the “Item List.” Instructions on How to Create Payment Items in QuickBooks Desktop Pro: ![]() If you select the “Deposit To” option button, select the account to directly deposit the amount into from the adjacent drop-down. You must then decide where to place the money received when you use this item in an invoice by either selecting the “Group with other undeposited funds” option button or the “Deposit To” option button. ![]() Then use the “Payment Method” drop-down to select the method of payment associated with this particular payment item.Ī picture of the “New Item” window when you create payment items in QuickBooks Desktop Pro. Then enter the description for the item to show in the invoice when you use this item into the “Description” field. Next, click into the “Item Name/Number” text box and enter a name for the payment item. In the “New Item” window, you then select “Payment” from the “Type” drop-down. Then select the “New” command from the pop-up menu that appears. Then click the “Item” button in the lower left corner of the “Item List” window. To create payment items in QuickBooks Desktop Pro, open the Item List. Therefore, when you create this item type, you must also select whether the amount received when you use this item in an invoice is directly deposited to a specific account or placed into the “Undeposited Funds” account to deposit later. When you use a payment item, it actually receives funds from the customer. For example, if you accept cash, checks or VISA cards, you can create “Cash,” “Check,” and “VISA” payment items. When you create payment items in QuickBooks Desktop Pro, you should create one for each unique payment type you accept. In that case, you simply fill out a “Sales Receipt.” HOW TO ADD PAYMENT INFO TO RECEIPT IN QB FOR MAC DESKTOP FULLNote that this is not what is used when receiving full payment at the time of sale. Payment items receive and apply a partial payment to an invoice at, or before, the time you create the invoice. Payment items subtract the customer payment amount from the total invoice amount shown when creating an invoice. You can create payment items in QuickBooks Desktop Pro within the Item List. Overview of How to Create Payment Items in QuickBooks Desktop Pro:
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