A certificate will be emailed to participants one week after the event date.This video shows how to convert a CSV or Excel file to QBO format and import into QuickBooks. We will use CSV2QBO, free trial is available. IMPORTANT: CSV2QBO is now replaced with the Transactions app, which converts from more formats and converts to more formats.I’ve had quite a few clients ask about using late fees in QuickBooks Online lately, so I thought I’d write an article about how to set them up and use them.you switch to QuickBooks Desktop for Mac 20 Opening your file on different Macs 24 Exchanging your file with your accountant 25 Using QuickBooks in multiuser mode 26 Setting up multiuser 26 Step One: Buy and install additional user seats 26 Step Two: Install QuickBooks Server 27 Step Three: Create user accounts 27 Step Four: Start multiuser mode 27The Start menu is back and combined with live tiles to keep you up to date.Convert or downgrade your Quickbooks data file from Enterprise to Premier, Pro, or Online. We also offer migration services from accounting systems such as NetSuite, Peachtree, Sage 50, AccountingEdge/MYOB, SAP, Sage BusinessWorks, and others to In this situation, we’re going to set up a 2% per month fee, with a one time $25 fee:We’re going to give the customers a 7 day grace period before applying late fees in QuickBooks Online. What this means is that if the due date is the 1st, late fees won’t begin accumulating until the 8th:The last steps are deciding what to call these charges on invoices and choosing whether to apply sales tax. Live sessions at QuickBooks Connect will be eligible for up to 5.5 CPD credits. We do not offer CPD credits for training viewed on-demand.
Date In Header Quickbooks Trial Is AvailableYou can tell if an invoice is eligible when you open it. In the header, under the due date, you’ll see this:For invoices created AFTER late fees in QuickBooks Online was enabled, you’ll see this:Once you have late fees enabled, when you DO encounter a customer with a past due invoice, you’ll see that invoice automatically updated with late fees added as a line item.Below, we can see that this customer had the one time $50 fee applied, then 3% per month.(Note the 3% is calculated on the total of the invoice – the original balance plus the $50 late fee – not just the original balance)When we look at the Profit and Loss, we can see these in “Late Fee Income”, and they’re in the same period as the original invoice:When you enable late fees in QuickBooks online, an item is automatically created and can be found in the Product and Services list.The amount and description are both left blank, so that when late fees in QuickBooks Online are applied, QBO can add the description and total, according to preferences applied during setup:If you’ve been using QuickBooks desktop and the late fee feature there, you’ll know that rather than add line items to the original invoice, QuickBooks desktop creates a NEW invoice with “FC” in the reference number to apply late fees. Historically, our clients have found it much more difficult to get these paid and have to be voided. In the first stage of the Manage client file imports wizard. The Complete Guide To Understanding A POS System’s Offline Mode & Credit Card Processing The Retailer’s Inventory Management Guide: How To Use Your POS To Maximize Success This account is an Other Income type:If you’d like, you can edit this account:Oh wait – did you mention that you want to be able to customize this, on a customer level? No worries there! We can choose to disable late fees for a customer, or override the default late fees. If we click on the Sales tab in the left nav, then chose the Customers tab (or Clients, or whatever your QBO calls customers) then click on the customer name to get to the Customer Detail page to customize late fees in QuickBooks Online for a specific customer.For the customer below, we’re changing the 2% to 3% per month, and the one time fee from $25 to $50:NOTE: Late fees in QuickBooks Online won’t be applied to invoices created before the feature was turned onThey only work for invoices created on or after the feature is turned on. The Best Invoice Software For Small Businesses Everything You Need To Know About Small Business Payroll Xero VS Sage VS QuickBooks: Which Is Better? Using Personal Credit Cards for Business Business Line of Credit Vs. How To Customize An Invoice Step 1: Select A Default TemplateChoose a default template. Using eight simple steps and a bit of TLC, you can impress your customers with attractive, professional invoices in no time. And the last thing you want is to send your clients unattractive invoices.In this post, I’ll teach you how to take your invoices from this……without having to pay extra for a customized invoice template. Credit Card Processing Fees InfographicQuickBooks Pro has many strengths, but invoice template creation just isn’t one of them. BigCommerce VS Shopify Comparison: Which Is Better For Your Business? Advanced Guide to Growing Your Online Store Run pokemon rom which emulator on macClick on the file, then click “Open.”Select a color scheme using the drop-down menu. Then click “Select Logo…”Browse your files to find the appropriate logo. Most of these steps can be done in any order you please, so we’re just going to make our way down the Basic Customization screen.To start, if you want to add a business logo, check the “Use logo” box. You should be taken to a screen that looks like this:There are a ton of invoice customizations available. Ediabas tool32 downloadCheck the boxes next to the information you want to include.You’ll most likely receive a message that says:Don’t worry. We recommend including your company name, company address, and phone number (at the very least). Step 5: Display the Appropriate Contact InformationChoose what business contact information you want to appear on your invoices. You can change the font, color, and size.Once your font looks right, click the “OK ” button in the top right-hand corner. Step 4: Choose A FontTo alter the font, use the scroll bar menu to choose what you want to change.At this point, you can choose specific fonts for these sections (there are further font customizations later):Once you make your selection, click “Change font.” QuickBooks uses the Microsoft Word font bank on your computer to offer font selections. When you select a box, you can resize it, drag it to a new location, or click the “Properties” button for more customization options (like fonts, font colors, borders, fill colors, and more).You can add images and backgrounds to your invoices as well.We added color to our invoice and also rearranged the placement of our data to make it more appealing. In the layout designer, you can change the size and position of all the information on your invoice. You should then be taken to a screen that looks like this.Note: The green boxes on the screen indicate envelope windows.Here’s where the fun begins. Best of all, you can easily import your QuickBooks Desktop data into QuickBooks Online. QBO is easy to use, cloud-based, and affordable. If your invoice looks correct, click the blue “OK” button.You’ve officially customized your invoices now you can start sending them and getting paid! Follow these same eight steps to customize your estimate templates (simply go to List>Templates to find your estimate templates).If you have any troubleshooting issues, check out the QuickBooks Community or call QuickBooks directly. Don’t forget to check out the rest of our QuickBooks Desktop Pro 101 Series to learn how to create invoices, create estimates, add sales tax rates, and more.Overwhelmed by QuickBooks Pro? Maybe it’s time to switch to QuickBooks Online. Step 8: Save Your Invoice TemplateTake one final look at your invoice preview.
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