Receiving Money and Managing Customers | Forum profile

( I think you might have gone about this the wrong way.  If you have already deposited a receive payment, you will have to delete the deposit, fix the receive payment, then re-enter the deposit exactly as it was through Make Deposit if you used that. However, if all you need to do is change if from one invoice to another in the same customer's account, you could go to the customer's transaction list, double click on...

( Add it to the invoice they paid. It's still income to you.  , class="postsignature inline_edm"> Monique Colver Certified QuickBooks ProAdvisor www.colverbusinesssolutions.co... monique.colver@gmail.com , class="post_actions inline_edm"> Type of Abuse Abusive behavior   Inaccurate information   Other \(add details below\)   Add Details Report Abuse   )

( What version are you using?   , class="postsignature inline_edm"> Mel Banks Business Consulting & Solutions www.MLBBusinessSolutions.com www.facebook.com/MLBBusinessso... Planning ~ Implementation ~ Results ~, class="post_actions inline_edm"> Type of Abuse Abusive behavior   Inaccurate information   Other \(add details below\)   Add Details Report Abuse   )

( Yes, R4 was pulled back shortly after it was released. A problem was found and they didn't want to get it out. R5 is in the works according to my sources. I have an updated article on this at http://qbblog.ccrsoftware.info/2009/12/quickbooks-2009-r10-2010-r4-and-sales-tax/ , class="postsignature inline_edm"> Charlie Russell Certified Advanced ProAdvisor CCRSoftware \(Intuit Gold Developer\) See my...

( when invoicing from an estimate, how do i add time/costs against the items within the estimate? , class="post_actions inline_edm">     Type of Abuse Abusive behavior   Inaccurate information   Other \(add details below\)   Add Details Report Abuse .lwidth {padding-right:10px;} Subscribe RSS   )

( Let's say you get a check for $1,000. $600 is for a job you will invoice today and $400 is for a job that may be done in three months. I would deposit the Check for $1000 into your checking account and associate it with the customer, linking it to the Prepayment liability account. That puts $1000 in your checking account and a liability of $1000 on your balance sheet as a liability. Next I would create an invoice for $600 for item X. On...

( Hey, The first thing that you are going to do is issue a credit memo on the invoice using the original line items \(ie: the inventory items you sold\) Next thing you have to do is expense the loss by making an inventory adjustment, select the item from the "adjust inventory" window and reduce it by the amount that was lost. Select the expense account "lost merchandise" as the expense account. This can be a...

( For estimates and progress invoicing, you either invoice for the progress or you invoice the actuals, you don't do both. If you create an estimate for time & costs, you mark your actual entries Not Billable. Now you have job costed them. You will invoice for $ or % of the estimate items, and then you can run reports that compare costs to revenue. For this method to work well, it helps if you can use the same...

(  Thank you again, Mary. That is helpful, but I still have the same question once a payment comes in as a deposit. I have my 'Advance Deposit' Item, and my Liability Account. So when the deposit comes in and I want half of it to go into my bank account, and the other half to wait until the job is complete, what do I do? Do I issue a sales receipt for the whole amount that goes into undeposited funds? Then if I try to...

( You are unable to delete the job because there are transactions linked to it.  You would have to clear out all of the activity to delete it. I hope this helps or solves your question.  If so, PLEASE mark it so. Catherine , class="post_actions inline_edm"> Type of Abuse Abusive behavior   Inaccurate information   Other \(add details below\)   Add Details Report Abuse   )