invoicing

Record Restricted & Unrestricted Funds Using Bank Deposit in QuickBooks Online

Record Restricted & Unrestricted Funds Using Bank Deposit in QuickBooks Online

Recording bank deposits when you have a mixture of restricted funds and unrestricted funds sitting in your undeposited fund account can be tricky.

If you don’t record the deposit correctly, you will often end up with the amount showing in the “Not Specified” column when you run a statement of financial position by location tracking report. Keep reading to learn how to record restricted and unrestricted bank deposits in QuickBooks Online.

Create Workflows to Send Out Invoice Reminders in QuickBooks Online

Create Workflows to Send Out Invoice Reminders in QuickBooks Online

Do you have customers that pay your invoices late? Read this guide and watch the video to learn how to eliminate this problem by using the Manage Routines feature to send out automatic invoice reminders to your customers in QuickBooks Online.

How to Record Bills Using Service Items in QuickBooks Online

How to Record Bills Using Service Items in QuickBooks Online

Watch this video and follow the guide to learn how to record bills using a category and a service item in QuickBooks Online.

How to Customize Sales Forms in QuickBooks Online for Nonprofits

How to Customize Sales Forms in QuickBooks Online for Nonprofits

Learn how to customize your donor receipts and invoices by adding your nonprofit’s branding in QuickBooks Online using this step-by-step tutorial.

How to Create Progress Invoicing in QuickBooks Online

How to Create Progress Invoicing in QuickBooks Online

Watch this video tutorial to learn what progress invoicing is and how you can use this QuickBooks Online feature to invoice people renting out your nonprofit’s facilities for weddings, meetings, funerals, events, etc.