QuickBooks Community - Receiving Money and Managing Customers

Receiving Money and Managing Customers - READ ONLY

Please remember that this is a User-to-User community forum. If you come in to get an answer, see if there are any that you can provide. The more people who do that, the more likely you will get your answer.

More resources for Receiving Money and Managing Customers [click to hide]

Managing Customer Accounts & Information

Statements

Accounts Receivable Reports

Invoicing Issues

Email Marketing

Discussion Title	Author	Last Post	Views	Replies
Ask a Question or Start a New Discussion
Information on the New QuickBooks Community Site & Site freeze starting 9/4	Community_Guru_Amy	Sep 03, 2008 10:44 am	22	0
Frequently Asked Questions	Community_Guru_Amy	Sep 04, 2008 02:54 pm Community_Guru_Amy	5424	11
Archived Frequently Asked Questions	Community_Guru_Amy	May 01, 2008 09:52 am	364	2
How do I account for a loan from me to the business?	jbach36	Jul 17, 2008 01:42 pm NWdev	514	5
Reversing a bad debt write off when the customer pays	Synnewman	Aug 15, 2008 05:12 am Mary1638	189	14
Shout-out for CCRussell!	Community_Guru_Amy	Aug 25, 2008 04:16 pm	39	0
checks for invoices bounced	Michael	Sep 04, 2008 06:20 am PalmettoAmb	226	2
Applying payment to different A/R accounts	dstetler	Sep 03, 2008 04:28 pm balboa	37	3
How do I assign a general ledger account number when recording cash receipts?	jasher	Sep 03, 2008 12:09 pm theleftbrain	21	1
How to create a Return goods Authorization (RGA)	chayter684	Sep 03, 2008 08:03 am charlamaine	326	4
Need Multiple A/R Accounts in Daily Journal Entry	HotButton	Sep 03, 2008 03:36 am ldion	11	1
Receiving advance deposits	unkilo	Sep 02, 2008 02:35 pm bugmenot2	155	1
Receiving money from multiple parties and posting correctly	clazz572	Sep 01, 2008 04:39 pm theleftbrain	39	2
What account do I put initial startup money in	hardwood-man	Sep 01, 2008 04:13 pm theleftbrain	28	1
Trouble getting A/R aging to show up	MTGfan_pa	Sep 01, 2008 04:37 am ldion	17	1
Invoicing/receiving payments: require a deferred income account?	pac10family	Aug 31, 2008 07:27 pm	20	0
Billing for customer's insurance	rowhill	Aug 31, 2008 09:00 am	15	0
Easiest way to handle posting payments received Has Best Answer!	Jeannine1	Aug 31, 2008 06:55 am Jeannine1	51	2
Return with payment coupon or stub attached to invoice	Bob in Arzona	Aug 30, 2008 12:46 pm benbaron	309	2
How to record a tip (extra money)	RescuedPC	Aug 30, 2008 12:31 pm FredMorton	29	2
Memorized credit card Transactions	CJF65	Aug 29, 2008 12:21 pm dshea_arctools	633	14
Marking COGS items as billable	kathrya	Aug 29, 2008 02:37 am FredMorton	84	9
I can't "classify" customer payments because there is no Class field in the customer payments window.	HIGF	Aug 28, 2008 01:04 pm bdesmet	334	10
how to add custom column in the receive payment screen	bankeyb	Aug 28, 2008 12:14 pm KayeJ	43	1
billed costs still showing as unbilled	aperez49	Aug 27, 2008 01:13 pm nappi	225	3
How to record customer advance payments on a Sales Order	dsparks58	Aug 27, 2008 11:06 am MAYKOTO	89	4
Automatic Updates and POs and Invoices	QBGuru#1	Aug 26, 2008 03:41 pm	30	0
Can quickbooks remind me to send a quote after receiving an RFQ?	QBGuru#1	Aug 26, 2008 03:38 pm	33	0
Automatic Reminder to follow up on submitted quotes	QBGuru#1	Aug 26, 2008 03:34 pm	27	0
Finance charges that wont go away	mbunach	Aug 26, 2008 02:44 pm	33	0
HELP --- Deposits Lost in Mail	Joanne	Aug 26, 2008 11:52 am Joanne	35	2
Accounts Receiv. has a negative symbol in front of amount..why?	dustdevil40	Aug 25, 2008 01:01 pm scscadjunct	554	11
I have customers showing balances owed that do not have a balance.	mbhp314	Aug 25, 2008 12:37 pm	47	0
How do you record customer Deposits	KosherProductions	Aug 25, 2008 12:17 pm lizhere	50	1
delete a duplicate payment received	kjcabana	Aug 25, 2008 09:26 am longmi	32	1
Help -- I deleted a payment and now I need to restore it.	MaryKaren	Aug 25, 2008 08:51 am KayeJ	32	1
Recording the paypal service charge with the payment Has Best Answer!	zona	Aug 23, 2008 11:50 am zona	58	7
I take a 25% deposit prior to commencing work and was wondering what the best method would be to do this under QB.	Ferellie	Aug 23, 2008 06:01 am Robert Wesolowski	76	4
How to enter a customer reimbursed purchase?	Viki	Aug 23, 2008 05:51 am Robert Wesolowski	96	6
that amount is shown both in Undeposited Funds account and my Main bank account - how can i correct that?	Rovshana	Aug 22, 2008 10:57 pm balboa	51	6
Entering multiple donations on one sales receipt	GFMA	Aug 22, 2008 08:40 am	42	0
a/r vs a/p from parent company without money changing hands	zona	Aug 22, 2008 08:32 am	42	0
Recording a cash receipt Has Best Answer!	funnypapa	Aug 22, 2008 07:02 am Bkpr4U	56	1
Getting money from customers via ACH/Moneylink	MichaelGrant	Aug 22, 2008 05:51 am Frank8605	41	1
Recording payments from parents - set up as customers or jobs?	rok0808	Aug 21, 2008 11:32 am mathbiz	96	2
Invoice paid but not showing up in my bank register	canarygirl	Aug 21, 2008 10:24 am MGorman72	53	1
need help entering sales receipts	Miseenplacellc	Aug 21, 2008 08:20 am longmi	56	1
managing prepaid customers	donnie4444	Aug 20, 2008 09:49 pm Cougar	51	1
Delete item from undeposited funds	SueR	Aug 20, 2008 05:49 pm easykala	86	1
Writing off customer debt Has Best Answer!	riffleair1	Aug 20, 2008 03:13 am ldion	155	7
recording future revenue	Asteenbergen	Aug 19, 2008 10:29 pm Robert Wesolowski	71	1
Any problem with applying payment to finance charges before interest?	SarahCO	Aug 19, 2008 10:12 pm Robert Wesolowski	39	1
when I try to post the $10 payment I received from the customer, it is not visible on the receive payment screen.	dorydan	Aug 19, 2008 06:59 pm dorydan	60	2
Sales Deposits and Sales Invoices	streakalo	Aug 18, 2008 05:51 pm tbuell	338	1
How to receive payment with paypal	zona	Aug 18, 2008 10:06 am zona	82	2
petty cash box cash in/out tracking	smkenney	Aug 18, 2008 09:54 am smkenney	70	2
I need to be able to setup a sales agreement that enables me to do this creative invoicing the business model uses. Has Best Answer!	TheComputerGuy	Aug 18, 2008 08:45 am TheComputerGuy	45	2
Apply Customer Payments to Line Items on Invoice	CINDYAG11	Aug 18, 2008 05:36 am CINDYAG11	55	2
One of my unpaid customer invoices some how got credited to my Income account and now it shows up on my reports as income received.	bjanke	Aug 17, 2008 07:38 pm theleftbrain	48	1
Is there a way to have QB automatically link & show the new invoice number(s) & PO(s) generated on the sales order?	64BIRD	Aug 17, 2008 07:52 am 64BIRD	75	4
sales receipt voids in quick books 2006	T.BoT	Aug 16, 2008 02:15 pm Just_helping	63	2
Daily Register Sales need best method!	QBneophyte	Aug 16, 2008 09:56 am balboa	776	11
When a customer comes in and pays on his store account, how do I record this	beaconbookkeep	Aug 16, 2008 09:39 am balboa	528	4
How do I write off a A/R balance so that it does not effect my Cash Basis Financials?	dmullins	Aug 15, 2008 03:28 pm avanzar	317	3
can't delete sales receipt "Sorry, another user has deleted this Sales Receipt. QuickBooks will remove it." Has Best Answer!	mattgb	Aug 14, 2008 11:11 am mattgb	105	2
Trying to delete a sales receipt, but it says it's connected to a deposit	CindyLooWhoo	Aug 14, 2008 08:33 am KayeJ	59	1
Deleting a Payment from a deposit	Ralph0903	Aug 14, 2008 08:27 am KayeJ	74	2
Paying customers who also are vendors	rebeccachatham	Aug 14, 2008 08:19 am KayeJ	73	1
customer payment screen lists paid invoices	chcrobert	Aug 14, 2008 08:14 am KayeJ	58	1
Paid with cc, need to unapply so cust can pay by check	zona	Aug 14, 2008 06:18 am zona	61	2
Gift Certificates/Coupons	weededJess	Aug 13, 2008 01:58 pm jsnowrod	334	3
Fixing negative balance in A/R account	Linas	Aug 13, 2008 09:48 am CCRussell	88	2
Combine undeposited funds with an expense account	crkmachado	Aug 13, 2008 05:29 am crkmachado	92	4
How do I associate an estimate to an invoice, when QB doesn't do it automatically for me?	KHerron	Aug 12, 2008 05:15 pm KHerron	69	3
Shout-out for PCarson!	Community_Guru_Amy	Aug 12, 2008 01:16 pm	74	0
memorizing automatic receipt of customer payments	Jcha	Aug 12, 2008 10:15 am	85	0
I have a customer who gave me a deposit before order was finished and invoicing done - how to enter?	rpspromos	Aug 12, 2008 08:01 am adsutton	79	1
Receiving Payments from Customers for multiple locations	werkowitch	Aug 11, 2008 06:01 pm bradkl	178	3
Can you create a packing list for a sales receipt?	maatceo24	Aug 11, 2008 02:33 pm	74	0
Write off of AR credit balances	accounting99	Aug 11, 2008 10:40 am	85	0
payments received by a 3rd party	salesguru	Aug 11, 2008 08:49 am salesguru	66	4
How to have Sales Receipts deposit directly and not use the undeposited funds account	pheard	Aug 09, 2008 02:15 pm	97	0
Deleted deposit still shows customer payment	bargainshop	Aug 08, 2008 07:35 pm Frank8605	63	1
When I made a deposit in the bank from two different companies, the total was the combined amount from both companies.	ACC75701	Aug 08, 2008 12:33 pm ldion	54	1
How to record a bounced check when you don't invoice	helpbytelephone	Aug 08, 2008 05:41 am helpbytelephone	97	2
What am I supposed to have entered in my A/R box when receiving a payment from my customers.	aguacaliente	Aug 07, 2008 03:06 pm MDouglas	94	1
Check out the new Intuit QuickBooks Jingle Generator!	Community_Guru_Amy	Aug 07, 2008 08:44 am	95	0
Customer Sale through finance company	lingar	Aug 07, 2008 08:27 am lingar	73	0
Record all checks seperately?	helmettt	Aug 06, 2008 04:08 pm balboa	85	1
How do I write off Bad debt	pmead	Aug 06, 2008 02:32 pm pmead	172	5
sales receipt for multiple customers	kevin32	Aug 06, 2008 04:03 am ldion	98	8
Receive Payment and Make Deposit both show up in the check register? Has Best Answer!	lindadeal	Aug 05, 2008 06:53 am lindadeal	101	2
Shout-out for oceansideservices!	Community_Guru_Amy	Aug 04, 2008 02:18 pm	90	0
25 cent balance in A/R account	pbl-rlw	Aug 04, 2008 08:40 am pbl-rlw	79	2
Gifts included in a payment check	Jim200	Aug 03, 2008 06:03 pm ldion	150	4
Bad debt expense with sales tax	JREAQB	Aug 02, 2008 12:12 pm ldion	90	1
How to record vacancy (as an income account) Has Best Answer!	gluall01	Aug 02, 2008 09:09 am gluall01	129	8
Received Payment lists undeposited funds instead of income account	Skooter	Aug 02, 2008 08:19 am Skooter	138	13
Please Help........Starting Mid year QB....deposits & sales Help.... Has Best Answer!	kenuck	Aug 02, 2008 05:36 am ldion	85	9
Receiving and Applying Payments in QB	AZSW	Aug 01, 2008 12:44 pm ldion	147	10

2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 41 42 43 44 45 46 47 48 49 50 Next

Last

Viewed discussion

Discussion contains unviewed posts

Read-only

Start a new discussion

Recommended discussion