posted
Best answer February 16, 2021
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I got you cover, @ScubaPro.
You'll want to create an invoice upon booking and record a partial payment. Once, they arrived to record the full payment.
To create an invoice:
- Go to Customers at the top.
- Select Create Invoices or hit Create Invoices on your home page. Enter invoice information.
- Click Save & Close.
To create a partial payment, just tick the Receive Payments icon on your home page, pick the invoice and enter the amount paid
About the fees, you can record them when you reconcile your downloaded transactions with QuickBooks. Here's how it looks like:
Please check out these guides for details:
- Create an invoice in QuickBooks Desktop.
-
Get started with customer transaction workflows in QuickBooks Desktop.
If you need help with other tasks in QBDT, go to this link to go to our general topics with articles.
Let me know if you still have questions or concerns with customer payments. I'm always here to assists you. Take care and have a good one.
I got you cover, @ScubaPro.
You'll want to create an invoice upon booking and record a partial payment. Once, they arrived to record the full payment.
To create an invoice:
- Go to Customers at the top.
- Select Create Invoices or hit Create Invoices on your home page. Enter invoice information.
- Click Save & Close.
To create a partial payment, just tick the Receive Payments icon on your home page, pick the invoice and enter the amount paid
About the fees, you can record them when you reconcile your downloaded transactions with QuickBooks. Here's how it looks like:
Please check out these guides for details:
- Create an invoice in QuickBooks Desktop.
-
Get started with customer transaction workflows in QuickBooks Desktop.
If you need help with other tasks in QBDT, go to this link to go to our general topics with articles.
Let me know if you still have questions or concerns with customer payments. I'm always here to assists you. Take care and have a good one.
I'm here to ensure you're able to show sales taxes to your invoices in QuickBooks Desktop (QBDT), @ScubaPro. This way, you can keep your financial data accurate.
You'll first have to set up the sales tax feature to reflect required taxes for certain goods and services you offer. QuickBooks helps you record your taxes so you can easily monitor and remit them to the appropriate agency. Let me guide you how.
- Go to the Edit menu.
- Select Preferences.
- On the Preferences window, click Sales Tax then go to the Company Preferences tab.
- Click the Yes radio button to turn on sales tax.
- Set up the sales tax items or sales tax groups for each county, district, city, etc. where you collect sales tax. Click Add sales tax item to do this.
- Assign Sales tax codes.
- Set the sales tax basis (Accrual or Cash). Take into account your company’s accounting preference.
- Set up your preference for paying the sales tax (Monthly, Quarterly, Annually).
- Click OK.
I've attached a screenshot below that shows the last seven steps.
Once done, you're set to create an invoice with taxable sales. The system automatically charges and calculates your sales tax. To learn more about this, I'd recommend checking out this article: Collect sales tax. It explains the three areas in your sales form associated with sales tax.
Also, you'll have to review your sales tax payable to make sure everything is accurate before you pay taxes. To do this, you can pull up either the Sales Tax Liability or Sales Tax Revenue Summary report. Just go to the Reports menu, then select the Vendors & Payables option.
Let me know if you have other concerns about setting up sales tax and managing sales transactions in QBDT. I'm just around to help. Take care always.
