BEE INVOICING MAC UNABLE TO OPEN HOW TO

Let me know if you have other questions about payments and matching transactions. And you still have the opportunity to review the events before you add them.

By setting up bank rules, QuickBooks will automatically categorize transactions for you. Moving forward, you can reduce the amount of time it takes to manage transactions on the Banking page. I also have a video tutorial here for recording memo and balances in QBO for your visual reference.

Click the +New icon and select Credit Memo.

To create and apply a credit memo in the program, you can follow the instructions below to do it. You can get more details in this article about matching and categorizing online bank transactions in QBO. Our civic services solutions are designed for your public sector agency and the citizens you serve like community development, permitting, enforcement, inspections, business licensing, compliance, maintenance and work orders, 311 requests, utility billing, and parks and recreation management.

Choose Find Match or Find other matches.

In the For Review tab, select the payment.

If it's unable to find one, you can open the payment to expand the transaction and use the Find Match option to search for the transactions. I can definitely help you with these events, matching invoices within the banking section, QuickBooks Online looks for open invoices. If there's anything else that I can help you with, please let me know in the comments.

BEE INVOICING MAC UNABLE TO OPEN HOW TO

Once done, both accounts will post a credit in the name of the payment so you can apply it to future transactions.Īdditionally, you might also want to check out this helpful article to know how to manage your account register and utilize its related functions: Find, review, and edit transactions in account registers.

Accounts Payable - a payment you made for your vendors.

Accounts Receivable - customer payment you received.

You can do so by toggling the Resolve Difference function in the Match Transaction window.įrom here, you can select either of the posting accounts below depending on the name of the payment: With this, consider deleting the credit you created and create a resolving transaction for the overpayment instead. Because QuickBooks will only let you match a deposit to any sales (money in) or income transactions and a spent to an expense or money out transactions. Matching a payment (deposit or spent) with an open invoice (customer invoice or bill) and a credit is not possible. Hello to clarify is this a payment made by your customer or payment you made for your vendor?

Bee invoicing mac unable to open