What should you do when a customer pays too much? Determining if a refund check will be issued or whether the funds will be retained on account to be used against other outstanding invoices or future sales to the customer is an important issue regarding the accounts receivable for the customer account. In this article, we will show you how to handle a customer overpayment: • • • • • • Our articles are to help you become a better user. If you have questions or need help with other related issues or even other Accounting issues take a look at our support options here:. You can, also, call us and one of our QuickBooks Pro Advisors will be ready to give you the support you need. Call 800-216-0763. 2018 1099 forms (two forms per page) four free 1096 forms; compatible double-window envelopes; QuickBooks Online Simple Start, Essentials and Plus; Pre-printed 1099 Kits are compatible with QuickBooks Online, QuickBooks Online Payroll, QuickBooks Desktop 2018 or later, and QuickBooks for Mac 2018 or later. QuickBooks 1099 Vendor Setup. Setting Up 1099 Vendors in QuickBooks for Mac; Setting Up 1099 Vendors in QuickBooks for Windows (Pro, Premier, Enterprise) Setting Up Vendors for 1099 in QuickBooks Online. If you have already setup your vendors on QuickBooks Online, follow the steps below to set them up for 1099. Customer overpayments and what you need to do to verify that the customer overpaid: This is an example of a customer, Red Bloom, who has sent you a check (number 8482) for $168.00 to pay for invoice #1100 in the amount of $110.00 and invoice #1101 in the amount of $58.00. When you open the Receive Payments Window in QuickBooks and filter on the customer, Red Bloom, there is only one invoice #1101 for $58.00 unpaid. Their balance due is $58.00. To verify that there isn’t any other invoice open on Red Bloom’s account, do a search using the Find window to verify this overpayment as shown below. Conduct a search for $110.00. Under the edit menu, you will click on Find or use the control and F key together to bring up the Find window. Install git lfs for mac free. Make sure you are on the Advanced tab at the top. ![]() Click on the Amount filter and click on the middle radio button next to = sign. Add the $110.00 dollar amount and click on Find button. There will be a list of all transactions in the amount of $110.00 listed in the Find window. Under the Name column search for the company name, Red Bloom, for a possible payment (PMT). It is apparent, that Red Bloom has previously paid the $110.00 under their check number 8438. Resolve the overpayment. Call the customer to make them aware that they have overpaid and see whether they would like a refund check; or if they plan on making more purchases in the near future. It is possible, they want you to hold these funds in their account to be applied to a future invoice. How to record a customer overpayment in QuickBooks. This post was updated September 20, 2016, for accuracy and comprehensiveness. Adobe Flash users can learn more about the Flash Player 23.0.0.162 update, which includes information about the vulnerabilities resolved and safe download links. This is the most secure way to update Flash Player. Flash player mac download. Editor's note: Originally published September 24, 2014.
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