QuickBooks Online: Applying Payments to Invoices

by | Feb 11, 2021 | Accounting

Having issues applying payments to invoices?

For any business owner, receiving payment for our hard work is very satisfying, however, it can quickly turn into a headache if the payment is not properly recorded.  The last thing we want to do is leave a paid invoice in an open status and make the embarrassing mistake of sending past due invoices to valued customers.  Not to mention, as business owners we need an accurate picture of receivables and we certainly do not want to create a domino effect of mistakes in our books.

Making sure your invoices are properly marked as paid is a critical part in the sales, bookkeeping and customer service lifecycle. Take a look at this quick video as a refresher to make sure you are receiving and applying payments correctly….and avoiding headaches!

And remember, you can always contact Senter, CPA, P.C. for help.

CPA’s and accountants provide a high level of service and can be an intergral part of your growth and tax saving strategies. Consider searching for an advisor who is a licensed Certified Public Accountant (CPA), as this designation is one of the most trusted, respected, and recognized in the financial industry. CPA’s carefully study accounting rules, tax laws, regulations, and monitor changes to optimize your value. If you have any questions or concerns relative to your needs or the services we offer, please contact us using the contact us box below or give us a call at 248-934-0550. We are located in Clarkston, Michigan and proudly service clients across the United States; we are here to help no matter where you are located.

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