![]() To access Payment Receipt customization, from the QuickBooks Menu bar select Customers, then choose Receive Payments, then select the Formatting tab on the ribbon toolbar, and then choose Customize Data Layout. Customizing Your Payment ReceiptsĮasily customize their payment receipts in essentially the same way they customize other QuickBooks standard forms (like invoices and purchase orders) reducing the time to learn form-customization. And because there was only a single payment receipt format, there was no way to configure templates for different payment receipt purposes or set a default template for the most common day-to-day uses.īut for 2021, QuickBooks Desktop offers Customized Payment Receipts that allow business owners to have a consistent, professional look for all of their business communications to customers including payment receipts that conform to their other standardized QuickBooks forms. The standard payment receipts were limited in the data they provided, without much of the information customers or business owners needed, and no way to elaborate on customer payments. QuickBooks users weren’t able to edit payment receipts to add their Company log or include appropriate fields as they could with the rest of QuickBooks forms (invoices, purchase orders, etc.). Probably one of the features that QuickBooks Users have awaited the longest of any of those delivered in 2021 is ‘Customize Payments Receipts.’ When it comes to standardized custom forms within QuickBooks Desktop ‘Payment Receipts’ have always been the ‘oddball’. This article is one in a series of individual product features intended to provide additional content to that within our QuickBooks Desktop 2021 product synopsis. Insightful Accountant has been evaluating various pre-release versions of these products for months and has spent hours communicating with Intuit personnel, including product managers and developers, so we can help you learn about the new products. Always here to help.Intuit recently released QuickBooks 2021 Desktop. Though, I'd recommend checking with an accountant first to help you with the accounts and ensure your books are balanced.Īfter recording the bounced check, do you need to categorize your bank transactions for your books? This article can help you with the process: Categorize and match online bank transactions in QuickBooks Online.ĭo you need to record other transactions in QuickBooks? Please let me know and I'll share other helpful guides and details. Alternatively, you can invoice the fees as a separate transaction.Īnother way to do this is to use a journal entry. For Step 5, you have the option to recreate the original sales receipt (contact your customer to reprocess the payment) and add the fees if needed.The original sales receipt and the expense you created will offset your Profit & Loss report. Since there are no unapplied payments involved with sales receipts, you'll want to skip Step 2.In Step 1, instead of using the Accounts Receivable account, you'll want to change it to the item used on the original sales receipt. ![]() ![]() There are a few things that you'll want to take note of since we're using a different transaction form: The article talks about invoices instead of a sales receipt. Here's the correct article to help you out: Record a returned or bounced check using an expense. Recording a bounced check with a sales receipt is done by entering an expense. ![]() I'll definitely give the article and some details to help you record bounced checks with sales receipts.
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