QuickBooks can add this bill to its list of Reminders. The Memorize Transaction window will open with your vendor already entered in the Name field. So, before you leave the Enter Bills window, click Memorize in the toolbar pictured above. How will you remember when it’s due, though? QuickBooks can remind you – or even pay it automatically. Once you save your bill, you’ll be able to access it when it’s time to apply payment. This is a critical designation that affects so many other areas of QuickBooks. Warning: If you’re not familiar with the concept of assigning accounts to transactions, please schedule some time with us. ![]() These will only be completed when you’re charging a customer for an expense or item. Don’t worry about the CUSTOMER:JOB and BILLABLE fields. Below that is the ACCOUNT field open that list and choose the right one. Since this is a utility bill, the Expenses tab should be highlighted, and the amount you entered above should appear in it. Enter the AMOUNT DUE and complete any of the optional fields that the transaction requires ( REF. If you set up default payment TERMS in that vendor’s record, your preference should show in that field and the BILL DUE date should be correct. The ADDRESS should fill in automatically, as should the date. Rather, you start by clicking the down arrow in the field next to VENDOR and selecting the biller’s name from your list (or clicking if you haven’t yet created a record for that entity). The toolbar for the Enter Bills window is not pictured in the image above, but you don’t need it yet. To get started, click Enter Bills on QuickBooks’ home page to open a window like this: It requires some extra time upfront as you complete the first step, but streamlines the second so that the actual bill-paying only takes a few seconds. QuickBooks divides your accounts payable tasks into two separate processes: entering bills and paying them. QuickBooks can organize this unpleasant process, saving time and helping you avoid confusion. But where is it? Is it online, in your email inbox, in a file folder, or hanging on the wall? How do you keep track of it all so you don’t miss any due dates? You could record them on a calendar, but you’d still have to go back to the actual bill to retrieve the amount. Mail, some may be going direct to your business checking account, and others don’t come at all and you have to go to the vendor’s site to make a payment. Most of you are probably in a transitional period with business bill-paying. Here’s how QuickBooks helps you keep track of bill due dates. Note: The Associate joint invoice with option is not available when the Send joint invoices as single invoice to QuickBooks option is un-checked (this option is unchecked by default).It’s not as much fun as creating invoices, but the bills must be paid. Additionally, you need to set the Associate joint invoice with option to specify whether the combined invoice in QuickBooks Online gets tied to the Client, Parent Job, or Top Level Job.Ĭombined invoice synced to QuickBooks Online You can send such a phased joint invoice (or a normal phased invoice) to QuickBooks Online by checking the Send joint invoices as single invoice to QuickBooks option. Phased joint invoice created for the phased project If you have phased projects in CORE, you can create a phased invoice (or a phased joint invoice) for these projects. Note that the Associate joint invoice with option has no affect in this case.Ĭombined invoice synced to QuickBooks Online Sending phased invoices and phased joint invoices to QuickBooks The invoice gets tied to the client (i.e., customer) in QuickBooks Online. ![]() You can send such a joint invoice to QuickBooks Online as a single, combined invoice by checking the Send joint invoices as single invoice to QuickBooks option. Joint invoice created for the projects without phases ![]() If you have projects without phases in CORE that share a common client, you can create a joint invoice for these projects. Sending non-phased joint invoices to QuickBooks Additionally, for phased invoices, you have the option to associate the combined invoices in QuickBooks Online to the Client, Parent Job, or Top Level Job. However, if you want to send a joint or combined invoice to QuickBooks Online, you can use the option Send joint invoices as single invoice to QuickBooks in Integrations > QuickBooks > QuickBooks Sync Detail > Sync Settings > Send under the Invoice drop-down. Those invoices in QuickBooks Online have the same invoice number and client. ![]() When you send joint and phased invoices from CORE to QuickBooks Online, it creates multiple invoices in QuickBooks Online by default, depending on the number of projects or phases on the invoice.
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