Group Payment Log For Free

Edit an item to add a category Select the item to add a category to and select Item, then select Edit Item. Select Category. Select an existing category or Add New to create a new category. If you have a parent category, you can select Is a sub-category of to create a new sub-category.

How to mark expenses billable and invoice them to your customer in ... YouTube Start of suggested clip End of suggested clip Then we'll add those expenses to an invoice. First make sure you have billable expenses turned on goMoreThen we'll add those expenses to an invoice. First make sure you have billable expenses turned on go to the settings menu. Then account in settings and expenses. Select bills and expenses.

Categorize a transaction Go to the Transactions menu. Find a transaction on the list. Select Business if the transaction was for business, or select Personal for personal. ... Review the category in the Category column. ... If you need to change the category, select the category link. ... When you're done, select Save.

How to record an invoice payment (using undeposited funds) in ... YouTube Start of suggested clip End of suggested clip But if this is a partial payment you can change the payment. Amount. Next record how the customerMoreBut if this is a partial payment you can change the payment. Amount. Next record how the customer paid you if you don't see their payment method listed.

Enter a payment from a customer From the QuickBooks Home page or the Customers menu, select Receive Payment. In the Received From drop-down, select the customer's name. Enter the Amount received. Make sure the date is correct, then choose the Payment method. Select the invoice or invoices you'd like to pay.

If you have an uncategorized item, here's how to add it to a category. Go to Settings ?, then select Products & services (Take me there). Find the product or service you want to categorize. Select Edit. Select the Category ? dropdown, then select one that fits this item. ... Select Save and close.

Create a category If you want to be more specific with grouping items, you can also create sub-categories. Go to Settings ?, then select Products & services (Take me there). Select More ?, then Manage categories. Select New category, then enter the name of the category.

Go to the Lists menu, then select Manage groups. Select Create customer group. Add a Name and Description for the group, then select Next. Select the Fields, Operator, and Values to define the group, then select Add.

Here's how: On the dashboard, click on the Receive Payments icon. In the Customer Payment window, choose the customer on the Receive From box. Tick the box on the specific invoice, then select the Discount & Credits button. Check the credit that you are going to apply and click Done. Hit Save and Close.

How to Merge Accounts in QuickBooks Online in One Minute YouTube Start of suggested clip End of suggested clip Here. So once you're in the chart of accounts you're going to go ahead and search for the accountsMoreHere. So once you're in the chart of accounts you're going to go ahead and search for the accounts that you wish to merge. Together. For this example we'll use the bookkeeping. Accounts.