How to correct errors in your Customer Center in QuickBooks
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- čas přidán 5. 08. 2024
- Learn how to correct errors in your Customer Center in QuickBooks.
Let’s review and check to see if you have a Customer Center error in QuickBooks. 🤔
Did you pull the Open Invoice Report that I shared in the video?
➡️ First ask yourself… Do you have any mistakes?
➡️ Reports to Pull for QuickBooks Desktop
➡️ Customer Balance Detail Report
Go to “Reports”
“Customers & Receivables”
“Customer Balance Summary”
➡️ Open Invoices Report
Go to “Reports”
“Customers & Receivables”
“Open Invoices”
➡️ Finding Customers Who Owe You
Go to your Customer Center
Under Customer & Job tab…
Choose “Active Customers” or “Customers with Open Balances”
➡️ Customers With Open Balances
This list will show the customers that owe you money
Create Invoices → Receive Payments
➡️ Reports to Pull for QuickBooks Online
➡️ Customer Balance Detail Report
Go to “Reports”
Scroll down and go to the category “Who owes you”
“Customer Balance Detail”
➡️ Open Invoices Report
Go to “Reports”
Scroll down and go to the category “Who owes you”
“Open Invoices”
➡️ Finding Customers Who Owe You
Go to your “Sales”
“Customers”
Choose “Open Invoices” or “Customers with Open Balances”
**Use Filters to see the details and know what actually happened
Do you have any errors you need support in fixing?
Each month I host a live training with my QuickBooks Simplified community where we clean up an area of QuickBooks.
We are getting ready to cover how to clean up errors in the Customer center.
If you'd like to find out about this special community visit: QuickBooksSimplified.com/
Here's what some of our community members have shared:
"My biggest victory since joining is I can now navigate and find things faster.
With my confidence, I have been able to grow my business.
I can now find and fix my mistakes without having anxiety over my head."
~Leah N
"My current CPA offers bookkeeping services at around $400/mo, the value of QBS for the cost is almost a no-brainer.
The live calls are awesome, your positivity and approachability are quite unique in my experience.
There are people that can explain the technical aspects of the software but they’re really unapproachable, you don’t want to ask questions and appear foolish. That is the opposite of my experience so far with QBS, that’s a confidence booster in and of itself." ~Dan S
Are you ready to learn how to Clean up your QuickBooks Mistakes?
We'd love to have you join us, visit: QuickBooksSimplified.com/
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Timestamps:
0:00 - Intro
1:46 - What to be looking for? (Reports)
3:56 / 9:28 - Open Invoice/Payments (Behind the scenes)
6:20 - Open Invoice/Payments (Online) - Open Invoice
11:35 - Customer with Open Balance
12;27 - Customers with Open Balance (Online)
12:30 / 16:52- What does it mean if, inside the customer center, it shows that they owe you even though they don't? (Online)
14:41 - What does it mean if, inside the customer center, it shows that they owe you even though they don't? (Desktop)
17:55 - QuickBooks Simplified Training
19:52 - Cleaning up QuickBooks 💡 (Summary)
24:02 - Final Thoughts
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• How to correct errors ...
Hi, this is the first time I’m watching your videos and I’m so happy that I’ve found you! Do you still train people?? Please let me know. I really need help. Thanks!
Hi Isabela,
Thanks for reaching out.
I'm so happy you found us and that our video was helpful for you!
Yes, if you’d like to learn more about how to optimize QuickBooks for your business, I recommend checking out our Confidence with QuickBooks program. To learn more you can attend our Customizing QuickBooks workshop. Save your seat here: CandusKampfer.com/workshop
Have a great day,
Samantha, Team Candus
Thank you! One of my clients (a language school) has a negative A/R each year and the CPA has asked me to correct - but I had no idea where to start. This was very helpful.
Glad it was helpful Erin!
Have an amazing day,
Ednalyn ~ Team Candus
P.S. We’d love to connect with you find us at ↓
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Fantastic video, always very helpful. Yes, I did follow up on your clean-up steps. Thanks
Hi Steve,
Glad it helped you.
Have an amazing day!
Kindra ~ Team Candus
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Thank you. Very helpful. I really appreciate your time and effort making these Videos. You make my feel more confident in QB desktop.
We're glad to help. Thank you Maria 💓
Have an amazing day,
Ednalyn ~ Team Candus
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Journal Entries. I have the hardest time doing journal entries. Help!!!!
Awesome lesson. Thank you, Candus!
Yay! Glad you enjoy this tip Steve😊
Have an amazing day!
Elaine -Team Candus
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Good morning
Would like to learn how to correct merchant deposits on invoices and apply correctly In QBD
Hi Misshelly,
I'll make sure it's added to Candus' list of future Tips & Tricks ideas.
If you'd like to make sure you get our weekly tips, you can join here: canduskampfer.com/weeklytips
Have an amazing day🙂
Elaine
Team Candus
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Hello My first time making contact, I have a question we are new to QuickBooks desktop 2021 Please clarify how we should enter missing Bank Feed deposits. We are healthcare provider and we received many Insurance payments electronically, if we confirm that it was not received as it should have in the bank feed and we have to enter it, should we assign the Insurance company name as a vendor or a customer. Thank You very much! Belen Martinez
Hi Belen,
If you’re looking for more specific training, I would recommend checking out our special workshop 🥳 You can click here to save your seat: canduskampfer.com/workshop
If you're looking for more training before then, I have included a video that shows you how to search for all of our free resources:
canduskampfer.com/how-to-find-the-video-you-need/
Have a great day!
Ireland
Team Candus
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