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Learn how to receive and record invoice payments in QuickBooks Online. In QuickBooks Online, you can record sales transactions in two ways. If your customer paid for the product or service at the time of the sale, you can create a sales receipt, which completes the transaction and records it in your books. But if your customer plans to pay you in the future, you can create and send them an invoice. When the customer makes a payment on the invoice, you need to record the payment in QuickBooks. This connects the payment transaction to the original invoice so your accounts stay balanced. Here's how to record invoice payments. Record invoice payments After you process a payment from a customer, you need to record it in QuickBooks so the invoice is marked as paid. Otherwise, the invoice stays open and remains unpaid on your reports. You can record the full or partial payment on an invoice. Here’s how: Record payment for a single invoice Select + New. Select Receive payment. Fr

Learn how pay rates, cost rates, and billable rates impact profitability. Pay, cost, and billable rates are important accounting terms. They tell you about the money coming in and going out of your business (cash flow). And together, they determine your profits. Here’s an overview of what they are and how you can manage them. Learn about cost types and terms What’s pay rate? Pay rate is the amount you pay a worker (employee or independent contractor) to do work for a set amount of time. This is also known as a wage. For hourly workers, the pay rate is their wage per hour. For salaried employees, the pay rate is usually calculated by month or year. Pay rate is only what you pay your workers. It doesn’t include the additional costs to your business such as benefits, overhead, or employer taxes. What’s cost rate? Employee cost rate is the total cost for an employee to do work for your business. This typically includes wages (“pay rate”), benefits, overhead, and taxes.

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Learn how to import your phone's contact list into the QuickBooks Online app. There's no need to add customers manually if they're already in your device’s contact list. In this article, we'll show you how to easily import contacts into the Quickbooks Online app. To import your contacts into the QuickBooks Online app using your Android device, follow these steps. Open the QuickBooks Online app. From the Menu ☰, select Customers. Select ⋮, then select Import device contact. Choose who you want to add, then select Done.

From the Menu ☰, select a transaction (Invoices, Estimates, Sales Receipts, Invoice Payments). Select Add Attachment. Select Create Note or Attach existing Note. For a new note: Write something and add an attachment (if applicable). For an existing note: Choose your note, then select Attach.

Learn how to add or edit a sales tax rate using the QuickBooks Online app. Do you want to add or change a sales tax rate using your iPhone or iPad? In this article, we'll show you how using the QuickBooks Online app. Add a sales tax iPhone From the Menu ☰, select Settings. Select Tax Rates. Note: If this is your first time, you'll see an introductory screen: select Add tax rate to get started. Select Add a new tax rate, then select whether that rate is Single or Combined. Select +, then select Single sales tax rate or Combined sales tax rate. Enter the following information about the sales tax rate: Single rate: Add the information for each component (Tax Rate name, Agency, and Rate). Combined rate: Add the information for each component (Combined Tax Rate name, Tax Rate Name, Agency, and Rate). Note: Combined sales tax rates can include new and existing rates. Select Save. iPad From the Menu ☰, select Settings. Se

After you turn on multicurrency (which you can do from a web browser by following the steps here), you can choose who pays you with a foreign currency. From the Menu ☰, select Customers. Fill out the customer's details. Under Customer pays me with, choose the currency. Select Done. Read more about multicurrency here. Note: Use the same steps to assign a foreign currency to a customer by selecting I Pay This Supplier With and then select the currency.

Learn how to enter a new tax rate for a transaction using the QuickBooks Online app on your Android device. Enter a new sales tax rate If during a transaction you need to change a sales tax rate, this can be be done easily before completing the transaction. Just set up a new sales tax rate in order to complete the transaction. Add a new sales rate while entering a transaction From the Menu ☰, select Estimates or Invoices. Select Edit ✎. Select Add Item, then select +. Select the Is Taxable checkbox, then select Add. Select Add Tax. Enter your tax rate info. Select Done. Your new sales tax rate will appear in your existing list of sales tax rates.

Learn how to add a note to a transaction using the QuickBooks Online app for iOS. It's easy to include a note with an existing transaction in the QuickBooks Online app. In this article, we'll show you the steps to do that using your iOS device. iPhone Here's how to add a note to an existing transaction on an iPhone. From the Menu ☰, select Invoices, Estimates, Sales Receipts, or Invoice Payments (whichever has the transaction you want to attach a note to). Select the transaction. Select Add notes or attachments. To create a new note: select Create Note. Write your note, then select Save. To attach an existing note: select Attach Existing note. Select the note you want to attach, then select Attach. To see the attached note, select ACTIVITY. iPad Here's how to add a note to an existing transaction on an iPad. From the Menu ☰, select Sales. To select the type of transaction, select Estimates, Invoices, Sales Receipts, or Invoice Payments from the drop-down ▼ men

Note: To see the tax override feature in the app, first go to QuickBooks Online on the web and create your tax codes in the company file. We refer to all taxes as tax. You'll see the taxes that apply for your locale (such as VAT, GST, state, provincial, and so on). You can edit the sales tax on an estimate, an invoice, or a sales receipt. Open an estimate, invoice, or sales receipt. Select Edit ✎, then select the Tax entry box. Change the tax amount, then select Done. The tax amount is not editable if you have not selected any tax from the Select Tax field, have not selected None when you chose a tax, or if the transaction belongs to an old tax model.

We'll show you how to use the QuickBooks mobile app to receive an invoice payment from your mobile device. iPhone Select Menu ☰. Then select the All tab. Select Invoice Payments. Select the customer who paid you. Select Edit ✎, then add payment details. The payment amount you enter is automatically applied to the oldest open invoice first, followed by the next oldest invoice, and so on. You can enter different amounts for any open invoices. Or choose the radio buttons to quickly auto-fill the balance due amounts. If the payment amount exceeds all of the open invoice balances, the Unapplied Amount is shown at the bottom of the page. When you're done, select Save. iPad From the Menu ☰, select Sales. Select +. Select Invoice Payment. Select the customer who paid you. Select Edit ✎, then add payment details. The payment amount you enter is automatically applied to the oldest open invoice first, followed by the next oldest invoice, and so on. You ca

Before signing into the QuickBooks Online app, open your device's password manager app and add your QuickBooks Online username and password. The next time you sign in to the QuickBooks Online app, you'll see the key icon where you enter your User ID. Select the key icon to open your password manager. Select the password manager icon. To access the password manager, enter your password or use Touch ID with your fingerprint. When the password manager opens, select your QuickBooks Online username.

Learn how the QuickBooks Online app works for you. The QuickBooks Online app is an essential part of managing your business. It goes wherever you go. We'll give you a quick overview of what you can do with the app. QuickBooks Online app benefits View business details on mobile Profit and loss. Overdue invoices. Account balances. Send invoices on mobile Send beautiful invoices with your logo and look. Send and track invoices in multiple currencies. Send invoices with a Pay Now link or accept payments directly on an invoice via credit card. Connect to your bank. Your transactions will import automatically so you can quickly review and match them. QuickBooks Online app and browser versions are in sync When it comes to the QuickBooks Online app synching up with the browser version, you should know: The QuickBooks Online app is always in sync with QuickBooks Online on the web. Any task you do or information you add in the app shows up on the

Learn how to update an invoice payment using the QuickBooks Online app. You can easily make changes to an invoice payment using the QuickBooks Online app. In this article, we'll show you how. iPhone: Change an invoice payment Here's how to update an invoice payment using the QuickBooks Online app on an iPhone. Select Menu ☰. Then select the ALL tab. Select Invoice Payments. Select the payment you want to edit. Select Edit ✎, then make your changes. Select Save. iPad: Change an invoice payment Here's how to update an invoice payment using the QuickBooks Online app on an iPad. From the Menu ☰, select Sales. Select the filter drop-down ▼ arrow and choose Invoice Payments. Select the payment you want to edit. Select Edit ✎, then make your changes. Select Save. Android: Change an invoice payment Here's how to update an invoice payment using the QuickBooks Online app on an Android device. From the Menu ☰, select Invoice Payments. Select the payment you want to

Learn how to import contacts from an iPhone or iPad into the QuickBooks Online app. There's no need to add customers manually into the QuickBooks Online app if they're already in your device’s contact list. In this article, we'll show you how to easily import them into the app. To import customers to the QuickBooks Online app from your iPhone or iPad, follow these steps: From the Menu ☰, select Customers. Select More Options ⋮, then select Import Customers. Choose who you want to add from your contacts. You'll see a tick next to each person or company you select. Select Add. Select OK when you see the Import Complete message.

Learn how to set up a PIN or Touch ID for your iPhone or iPad. Save time signing into the QuickBooks Online app by using a PIN or Touch ID instead of entering your username and password each time you log in. iPhone and iPad users can set this up by following the steps below. Set up App PIN iPhone Go to your device's Settings, then select App PIN. Slide the App PIN button to turn it on. Select and confirm the code you'll use to open the QuickBooks Online app. Things to know: You can turn App PIN functionality on and off as well as change your App PIN. If you forget your App PIN, simply sign in with your username and password, and reset your App PIN in Settings. If you have multiple devices, you can use different App PINs for each one. iPad Go to your device's Settings, choose Account, then select App PIN. Slide the App PIN button to turn it on. Select and confirm your digit code. You'll use this code to open the Qu

Learn how to approve bank transfer records from the bank. With online banking, you can easily accept bank transfer records from the bank. We'll show you how. You must have your bank account set up with online banking before you follow these steps. From the Menu ☰, select Transactions. If multiple banks are connected, select the bank you want. If the transfer to/from accounts are correct, swipe right to accept. Note: The transaction must contain tax. If updates need to be made to the transaction: Select the transaction. Update transaction details. Enter a note detailing why you updated the account. When you're done, select Accept.

From the Menu ☰, select Notes & Attachments, then select +. Choose Assign To:, then select the customer you want to assign this note to. Write the note text. If you want to attach a photo or image, select the paperclip icon, then select Camera or Files. Find and select your attachment. Select Done.

iOS From the Menu ☰, select Customers. Select the customer name you want to edit. Select Details, then select Edit ✎. Make your changes, then select Save. Android From the Menu ☰, select Customers. Select the customer name you want to edit. Make your changes, then select Done.

Learn how to capture signatures using the QuickBooks Online app. Let your customer sign an estimate or invoice with your QuickBooks Online app for a fast and secure transaction. iOS From the Menu ☰, select Estimates or Invoices. Select an existing transaction, or create a new one. Add any necessary information. Select Save. Select Get Signature. Have your customer sign with their finger. Select Done. Android From the Menu ☰, select Estimates or Invoices. Select an existing transaction, or create a new one. Add any necessary information. Select Done. Select Get Signature. Have your customer sign with their finger. Select Done.

When you look at the status of your invoices in the QuickBooks Online mobile app, you can see at a glance if your invoices are open, overdue, or paid. You can also see more specific details like if you sent the invoice to your customer and if they’ve viewed it. We’ll go over how to view the invoice status and what the statuses mean. View the status of an invoice In the QuickBooks Online mobile app, tap on Menu ☰. Then select Invoices.  Find the invoice you want to view the status of. In the invoice list, the status of the invoice is displayed under the customer name. If the invoice hasn’t been paid yet, you’ll also see the due date, or how many days overdue the invoice is. Select the invoice to see more details about the status like the date it was sent, viewed, or info about partially paid invoices. Learn more about invoice statuses Invoices are marked as open, overdue, and paid. Open means that the invoice has an open balance but is not overdue. Paid means that the in

Learn how to add a new supplier using the QuickBooks Online app. Adding new suppliers using your iOS device is easy with the QuickBooks Online app. In this article, we'll show you how. Add a supplier From the Menu ☰, select Suppliers. Select +. Enter the necessary information. Select Save.

iOS From the Menu ☰, select Product and Services. Select +, enter the item name, rate or price for each, and sales info. Select an account.  Add a description. Select Save. Android From the Menu ☰, select Product and Services. Select +, enter the item name, rate or price for each, and sales info. Select an account.  Add a description. Select Done.

Learn how to run a Profit and Loss report using the QuickBooks Online app. Do you want to run a Profit & Loss report to get the latest update on your business's finances? You can easily do this using the QuickBooks Online app. In this article, we'll show you how. Run a Profit and Loss report To run a Profit & Loss report, you'll need Admin or Accountant permission. iPhone From the Menu ☰, select Profit & Loss. Select points in the graph to see the income and expense details for the month. Select the report filter icon and choose a different date range or enter a custom range. Select View Report to see your income, expense, and gross profit breakdowns. Pull the arrow down to return to the graph. iPad From the Menu ☰ or the Home page, select Reports. By default, the Profit & Loss report displays. Select points in the graph to see the income and expense details for the month. Select the default date range to choose a different date range or enter a custom range.

Learn how to accept matching transactions in QuickBooks Online mobile. QuickBooks Online matches up transactions for you. For example, if an invoice payment matches a downloaded income transaction, QuickBooks Online suggests it as payment for the invoice. In this article, we'll show you how to quickly scan matched transactions and approve them using the QuickBooks Online app. Select Banking. Choose a bank. Note: Use the list icon to get a better view of all connected accounts. Select New Transactions. This will bring up a list of suggested matches. If a match is correct, swipe right to accept it. If you want to see transaction details, select the transaction. If there's just one match and it's correct, select Accept. If there are multiple matches, choose the correct one, then select Accept. If none are correct, search to find other possible matches. Choose the correct one, then select Accept.