বৃহস্পতিবার, ১২ জুলাই, ২০১৮

14. Quickbooks Online - How to RECORD PAYMENTS 2018



So now we have customers we have invoices and now we just got paid. But how do we record your QuickBooks online notes of your dashboard right on here invoices you might have this widget over here. Maybe over there but let's look at it. We've got $190 that we have not recorded in your QuickBooks online and this is good to for customers that do not want to pay in full QuickBooks online does good job on that. You know current balances of payments or invoices that you have out. So let's get into it over here to sales and let's go to here is our woes at hundred $90. These numbers added up, and I'm sure your look yours look completely different in the gutter invoice numbers over here, it's good to track these down to my have to search these down the line or go back in our books a year from now and it's good that there's always invoice numbers on or invoices anyway on the board fill. Let's go ahead and collect this hundred dollars is going to click receive payment and find invoice by we just saw the numbers back there I the last video we set up credit card payment and direct bank transfer, but I used fake information so did not allow me to use it. But if you use your real banking information. You will be able to accept it. Let's go ahead and just click they paid us by cash and it's good to go into our business bank account is our invoice right here you can clear the payment over here. That means get rid of it literally just is like hitting zero on the calculator or reset on a calculator. If they don't plan on paying in full make. Maybe they want to have 50 bucks well 50% will go in his assailant 50% will still remain as a balance. Very convenient QuickBooks online but they did pass $100. They paid us cash and silicone or business banking accounts only. Click save and new even though I just want to record this one okay payment received $100. Let's go back to our dashboard and we can see that it has been recorded. We just recorded $100 into our business banking account. We still $90 out there and to see it on paper. Maybe you want to see it in a report. Let's just go over to profit and loss for the sake of this tutorial, let's run this and it's going to show up where is our hundred dollars of sale is inherent. We had a lot of things throughout this playlist. So far, but it is in here it is in sales. That's kind of just that again if you guys did not get paid in full others to a quick little will go back to sales were going to go to another guy. Maybe this guy 30 bucks. He can only pay is 15 he's broke is important beans every night amount received $15. Just like that and let's go ahead and click save a new $15 to go in our business bank account and then we still have the balance right here of $15. That's it. Hopefully this made sense. Every time you get paid recorded in your QuickBooks online and try to do it. I try to do the day that I do get paid. Sometimes you will get paid or whatever then is the weekend and Monday you forget to do it in your QuickBooks numbers just get a little bit more unorganized and confusing when it comes tax season. Hopefully that made sense. Collect disguised in a scene the next video


13. Quickbooks Online - How to RECEIVE COLLECT CREDIT CARDS AND TRANSFERS 2018



Back show you how to collect credit card payments as well as direct bank transfer, which is free, and lastly I stated that it's always best to receive a check or cash, but sometimes it's just not that convenient lot of places they don't accept credit cards. They don't like to pay that 3% merchant services fee or a lot of times they do, they have like a minimum you going to mom-and-pop place $10 minimum 15 $20 minimum. Because every time you swipe that merchant services takes the third 3% to be $0.30 $0.50 big transactions could be dollars at the end of the month. That adds up. Long story short, they take three dollars per transaction three is a lot of businesses that cash only. They don't pay that and it's easier to hide paying taxes, you could pay a lot less of you except cash you knew that for me. Let's get into it back to the situation and I'm just going create a new invoice from the top women sales and invoices right here. Select the customer. We been using a couple of fake customers throughout the last couple of videos, product and service is the bronze package from Moses the full carwash with two layers wax coating free bank transfer present explanatory you put in your bank account number and your routing number and credit cards, tiers or 3% moving to set both of these up with get set up so just go ahead and click send and save it can send this to this link. Anyways, get set up so take a few minutes. Send and save bottom right, make sure you have the correct email here that is how they are going to get noticed that you did something for them, product or service wise and now you want your money, give me my money now subject this and that online payments yes free bank transfer. It's good to because couple years ago QuickBooks to charge $0.50 per transfer and that happens and what a couple business days. This happens almost instantaneously. While it's they front the money to you but it really doesn't go through for a couple days. It gives you the benefit of the doubt though. Don't focus on what I just said click on send and close now to take us to here we go invoice finished set up. We do have a bank already set up letters hotdogs this and that were good to go. How much you think you'll be processing monthly lesson five grand. Yeah, that's fair to say we are a small business but make sure to be huge business. Click on next right there. No fill in all this stuff on FS for the video you can fill out that information can ask for your EI and make sure you have that and that's can take you this morning. Fast forward again all rights when we get past the first two form to fill out an hour at our bank, add your bank account number. I'm just going to do my Gran the first check in looking at right here on the fast for this part bank account number goes right here routing is right here you take a second or two away for moment way. Look at your info. There's no easy way to do this. Okay so I got this right here excited you some of my personal information. It did throw back. I haven't seen this before because on my real QuickBooks online. I did not use my personal information or fictitious information. This looks a little bit fishy though, but that's can it once you know that it will verify it and you will be allowed to click on payments. Mine does not show up sorry that this video might not doesn't look like this on your end. But if you do use your correct information. You will have the option to send the credit card invoices. That's it. Hope hopefully this video made sense out of the news or not. That's it. Good luck with this and see as an expert or we talked about receiving payments and collecting 50% upfront and 50% cash on delivery thanks so much for watching guys


12. Quickbooks Online - How to CREATE CUSTOM INVOICE 2018



You guys will be back soon. Lastly, we learn how to create an invoice and send it so we can get paid, but the invoice looked very funky and unprofessional. In this video were to spice it up and make it much more appealing to our customers so I'm not sure if you're with me a couple videos ago were we made custom estimates but it's pretty much the exact same things was overdue sales customers click on one of these options you can always click create invoice from here from the drop-down menu and in the bottom, middle, it should say customize right here. Let's click on that and let's click on new style altogether and will just call this my invoice number one: number one, number one template so got a break and we got design content emails stored about the payments yet it's directed transfer or how to collect credit cards or bank cards will talk about that in the next video. Let's focus on these three right now design content in emails, change of your template. This is fully paid and will has video looks funky. This is what it looked like from the last of the stuff's auto populated change the template every modern freshman bull looks okay but doesn't have her logo on it. Make logo edits show logo yes make a little bit smaller center left Netscape on the right-hand side maybe sure colors look completely different than mine. What if you rock like a Home Depot orange, some like that that looks very it just looks funky of my logo be my color I would go back to that. That's a change of color. You can select a different font. You also an option to print it out so you could see it in person, not just VA on your computer screen content. This is what you want and what you do not want your invoice to display you click on you got three little arrows over here you've got your numbers you got your terms, your memo is your due dates. Payment methods did you recently change your address and I you need to update it shows discounts deposits get rid of the stuff that you do not need SKU number gonad that you sell other products and services amount rate quantity this and that play around with it and the bottom down here we have here is our discounts and deposits we can put that in. Do you offer discounts to offer deposits do you want to throw in the footer text. Thank you for your business. 20% off of you referrals or promotional codes this and that. So this go-ahead was because thank you for your business. Thank you for your business shown up there in the footer to make a little bit bigger just like that of the six night and day better than what we had before. For the last video. Thank you for your business. Larry's hotdogs invoice 12345 not I can make a loaded smaller let's go back to my make the logo little bit smaller. There is 123455. The bottom felt funky but for the sake of tutorial. I'm not in a way she has time will just have to there is invoice them right there playground that there's no right or wrong, this looks pretty good for small business. This is not the Apples go ahead and click done bottom right corner and so when you're back to this and what you want to do is you will pull up a invoice or something you credit for. It Artie shows up right there number one template and that is it. That is how we created a custom invoice in yeah custom invoice in QuickBooks online add stuff to it, save, and send it and it can show up in that person's email that is how you create a custom invoice in QuickBooks online. Good luck with this yes no great next couple videos we are to talk about how to accept credit card payments had a clip from 50 how to collect 50% out and 50% later. Maybe it's the COD cash on delivery transaction and how to receive or record your payments in a QuickBooks online you guys been great. I love you Sue next video