Question for quickbooks user.

Question for quickbooks user. · by dp1 Tue Sep 16, 2014 9:56 pm

I bought it earlier this year and after inputting most customers info in sales, I realized that I have to input their info again in "received payments", I was like what ? we're cash based ( and credit cards of course ) but we always receive payments after the job is done, I thought there would be a way with a simple click that those invoices can be marked paid ( payments received ) I look and look and can't find it, is it true that I have to input all of those customer's informations again ?

Re: Question for quickbooks user. · by Freemind1 Wed Sep 17, 2014 4:10 am

I use QB's 2013.

When I type in the custys name for receive payment, if they are in the system, I don't need to input them again. I think something may be off in your settings.

Re: Question for quickbooks user. · by ( miller ) gerry Wed Sep 17, 2014 5:00 am

DP, call me sometime. 815-867-0404.. Gerry

Re: Question for quickbooks user. · by dp1 Wed Sep 17, 2014 8:40 am

Hey Gerry, thank you, are you on the east coast or central time zone ? What's the best time to call you sir ?

Re: Question for quickbooks user. · by ( miller ) gerry Wed Sep 17, 2014 8:41 am

Central. Anytime

Re: Question for quickbooks user. · by dp1 Wed Sep 17, 2014 8:56 am

Ok, I'm working now and don't have access to the quick books, I'll call you later this afternoon. Thanks again.

Re: Question for quickbooks user. · by dp1 Thu Sep 18, 2014 9:54 pm

Gerry, thanks for your help, always great talking to you, hope you can make it on October and we can hang out a little longer this time.
Just wanna give others answer if you ever get stuck like me, you have to click on "record deposit" and there are all the transactions that have been created and you just have to check all transactions you've received payments and click save and you're done.

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