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QuickBooks Tips Blog

Christina Whalen

Recent Posts

4 Steps To Sending Invoices With Payment Link

Posted by Christina Whalen on Oct 8, 2015 7:00:00 AM

So you just made the switch to QuickBooks Online from QuickBooks Desktop and you're sending out invoices to customers; but when they receive them, there is no link to actually pay you.

There is one more essential step after you go through the approval process and get your payment limits set, before you can receive payments. You have to change the invoicing settings to include the payment link.

If you follow this detailed guide, you will ensure that your customers are getting the correct invoice the first time so you can collect on your A/R faster and make the process of paying for your services incredibly convenient. 

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Topics: Accounts Receivable, QuickBooks Invoicing, Small Business, QuickBooks Online

How To Fix Accidentally Ignoring Transactions In QuickBooks Bank Feeds

Posted by Christina Whalen on Sep 1, 2015 9:30:00 AM

Have you ever accidentally ignored transactions in an upload to QuickBooks? Then later tried to upload the QBO (QuickBooks Importable file) again, only to have an error code pop up saying that they cannot be downloaded ever again? 

I have! Many times, while intending to batch add transactions, I have accidentally ignored/deleted all of them from bank feeds. This happened so often that one of our team members found a workaround for this common issue that is applicable to any version of QuickBooks Desktop with the Online Banking/Bank Feeds feature. 

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