#Quickbooks desktop pro 2020 how to#

Select the appropriate template and click Edit, from the Insert Field button, select Customer-PO (subject)ДЇeatures: Modify the email template for customer invoices to include the CustomerвЂ™s purchase order number in the subject line. NEW! Add customer PO number to subject line in emailsДЄccessible: From the menu bar, select Edit > Preferences > Send Forms > Company Preferences. Sent Email tab on the Customer:Job information window.View the History link on the displayed invoice (new feature in 2019).Track reminder emails sent separately from other email communications.

Schedule an email distribution for a specific list of customers with overdue balances.

Create customer specific mailing lists, identifying late paying customers.

Manually following up on delinquent payers can be time consuming. Getting paid on time is critical for the small business. Included with: QuickBooks Desktop Pro, Premier, Accountant 2020 and Enterprise 20.0ДЄccessible: From the menu bar, select Customers > Payment RemindersДЇeatures: ScheduleВ the task of reminding customers of open accounts receivable balances. NEW! Scheduled customer payment reminders In addition, QuickBooks Enterprise SolutionsвЂ™ users will find that this yearвЂ™s release improves the management of fulfilling customer order faster and with more accuracy by using mobile device technology. This video lesson is from our complete QuickBooks tutorial, titled вЂњ Mastering QuickBooks Desktop Pro Made Easy v.2021.QuickBooksВ® Desktop 2020 includes a variety of new and improved features that help our clients get paid faster and work more efficiently, all while improving the reliability and experience of using the software.

#Quickbooks desktop pro 2020 how to#

The following video lesson, titled вЂњ Entering a Vendor Credit,вЂќ shows how to enter vendor credits in QuickBooks Desktop Pro.

Finally, click the вЂњSave & CloseвЂќ button to save the credit for later use.Д®nter Vendor Credits in QuickBooks Desktop Pro: Video Lesson.

Then select the affected accounts or items on the вЂњExpensesвЂќ or вЂњItemsвЂќ tabs at the bottom of the window.

Then enter the amount of the credit into the вЂњCredit AmountвЂќ field.

Enter any associated credit number into the вЂњRef.

Enter the date you received the credit from the вЂњDateвЂќ calendar selector.

Then select the name of the vendor who issued the credit from the вЂњVendorвЂќ drop-down.

Then ensure the word вЂњCreditвЂќ appears at the top of the form.

In the вЂњEnter BillsвЂќ window, select the option button for вЂњCreditвЂќ at the top of the window.

To enter vendor credits in QuickBooks Desktop Pro, select вЂњVendors| Enter BillsвЂќ from the Menu Bar.

Enter Vendor Credits in QuickBooks Desktop Pro: Instructions The credit then appears when you go to pay the next bill from that vendor through the вЂњPay BillsвЂќ window.Д®nter Vendor Credits in QuickBooks Desktop Pro- Instructions: A picture of a user entering a vendor credit into QuickBooks Desktop Pro. Then click the вЂњSave & CloseвЂќ button to save the credit for later use. Select the accounts or items for the credit on the вЂњExpensesвЂќ or вЂњItemsвЂќ tabs, as appropriate. Then enter the amount of the credit into the вЂњCredit AmountвЂќ field. If there is a number associated with the credit, enter that number into the вЂњRef. Then enter the date you received the credit from the вЂњDateвЂќ calendar selector. Then select the name of the vendor who issued the credit from the вЂњVendorвЂќ drop-down. The word вЂњCreditвЂќ should then appear at the top of the form. Select the option button for вЂњCreditвЂќ at the top of the вЂњEnter BillsвЂќ window. To enter vendor credits in QuickBooks Desktop Pro, select вЂњVendors| Enter BillsвЂќ from the Menu Bar.Дoing this then opens the вЂњEnter BillsвЂќ window.

You can easily enter vendor credits in QuickBooks Desktop Pro to later use them against the next bill you receive. Enter Vendor Credits in QuickBooks Desktop Pro: Overview