![]() ![]() ![]() ![]() I'm also adding some helpful links to help you when you're ready to use QuickBooks full time:įeel free to stop here again if you have any concerns. ![]() I'm adding these links below just in case you're interested: Intuit Developer Support We also have a joint forum called Intuit Developers, where you can find and connect with our developers who can suggest what app to use and help with integrations. There are a lot of apps in our website that will help you import the data seamlessly between QBO and Sage. Click this link to our website: After reaching out to Sage 50, you may check out our apps website to find bridging tools as another option. They can also guide you on how to export your sales data into QuickBooks without recreating them repeatedly. This way they can help you process the credit card payments that will later be imported into our program. When youre done, select Save and send to email the receipt. Enter line items for the products and services you sold. Enter the sales info, such as the payment method. Note: If you havent set them up in QuickBooks yet, select Add a new customer. There are several ways to add receipts or bills. Select the customer from the Customer dropdown. Step 1: Upload receipts and bills to QuickBooks. Then, you can edit the receipt or bill, add it to an account, or match it to an existing transaction in the Receipts tab. Since you've mentioned that you're still not working in QuickBooks, I recommend consulting Sage 50 support first. After you upload your receipt or bill, QuickBooks extracts info from it and creates a transaction for you to review. It's nice to have you join this discussion, want to help you fix this problem. Can someone help me? I can't wait until I can switch over to QBA payment processing system - I just have too much to do before I can make that switch -over 250 cc's that I can't extract that data from Sage 50 - I have to start calling people that pay via cc (250 plus) people - that's so much work - and people don't like giving their cc info over again. Isn't there a way to possibly toggle it back and forth depending on what/how the customer chooses to pay? Is it in the recurring transaction field under 'use' - I have no idea. When I have customers that want to go from direct pay/invoice, to sales receipt/pay by credit card, how do I switch them over without having to retype in all the services that the customer is receiving when creating either an invoice to sales receipt or vice versa? It is so time consuming to delete the entire invoice, then have to recreate it all over again to be a sales receipt/cc payment. I am NOT YET on Quickbooks payment processing system - I have over 250 credit cards with Sage 50, and it doesn't communicate with my accounting system, Quickbooks. If you are not able to find match follow the instructions above and exclude the transaction from the banking screen, excluding the transaction in the for review section will not affect your figuyres within QuickBooks.I can't seem to find an answer to a problem I have. See this article for more information: Create a sales order. On the Create Sales Orders window that appears, check all the information. Go to the Main tab and click the Create Sales Order button. Heres how: Open the estimate that youve created. You may not be able to automatically find match for a number of reasons, if the transaction is outside of the date range you are searching, the difference to resolve is too large, the sales receipt is over 90 days old etc. All items from the estimate are copied to that sales order. You will then be able to match the deposit you have just created to the net amount on your for review page. When creating your sales receipt ensure that you select undeposited funds in the Deposit to box > create a bank deposit > in the Account box select your bank account and enter the date you received the net amount > tick the sales receipt the net amount you have received into your bank account relates to > in the 'Add funds to this deposit' section select your fee expense account/or you can create one > enter the amount, as a minus amount, that has been deducted from the gross amount of your sales receipt figure, save and close. The correct method for accounting for receiving net amounts due to having fees deducted is ![]()
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