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Customer Refund Options in QuickBooks Online

Friday, December 19 2025 by Joseph Brownell
A picture showing the “Automatically apply credits” toggle switch, which you use to either manually or automatically apply customer credits when choosing your refund options in QuickBooks Online.
Customer Refund Options in QuickBooks Online: Video             This video lesson, titled “Learn about Customer Refund Options in QuickBooks Online,” discusses different customer refund options in QuickBooks Online. This video lesson is from our complete QuickBooks Online tutorial, titled “Mastering QuickBooks Online Made Easy.” Overview: To Create a Customer Credit for a Refund, Create Either
automatically apply creditsconcept overviewcoursecredit memoscreditscustomer creditscustomer refundcustomer refundscustomer returncustomer returnsdelayed creditsexpenseexpenseshelpinstructionsinvoiceinvoiceslearnlessonoptionoverviewqboQuickBooks OnlineQuickBooks Online Plusreceive paymentrefundrefund receiptreturnself studyteachtrainingtutorialvideo
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  • Published in Latest, Quickbooks Online
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How to Record Bad Debt in QuickBooks Online

Thursday, December 18 2025 by Joseph Brownell
A picture showing how to record bad debt in QuickBooks Online within the “Credit Memo” window.
How to Record Bad Debt in QuickBooks Online: Video             This video lesson, titled “How to Handle Bad Debt in QuickBooks Online,” shows you how to record bad debt in QuickBooks Online. This video lesson is from our complete QuickBooks Online tutorial, titled “Mastering QuickBooks Online Made Easy.” Overview:             There may come a time
bad debt expensebad debtsbank feedbilling statementcategorizecoursecredit memosexpenseexpenseshelpinstructionsinvoicelearnlessonoverviewqboQuickBooks OnlineQuickBooks Online Plusrecord an invoice as bad debtrecord bad debt in quickbooks onlineself studystatementteachtrainingtutorialuncollectable invoiceuncollectable invoicesvideowrite off an invoice
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How to Handle Bounced Checks in QuickBooks Online

Wednesday, December 17 2025 by Joseph Brownell
A picture showing how to record the withdrawal for a bounced check from a bank feed if you handle bounced checks in QuickBooks Online.
How to Handle Bounced Checks in QuickBooks Online: Video             This video lesson, titled “How to Handle Bounced Checks in QuickBooks Online,” shows you how to handle a bounced check from a customer in QuickBooks Online. This video lesson is from our complete QuickBooks Online tutorial, titled “Mastering QuickBooks Online Made Easy.” Overview:             Sometimes
bank feedbilling statementbounced checkbounced check feebounced check on invoicecategorizecoursecustomer bounced checkexpenseexpenseshandle a bounced check in quickbooks onlinehelpinstructionsinvoicejournal entrieslearnlessonnsfoverviewqboQuickBooks OnlineQuickBooks Online Plusreceive paymentrecord a bounced check in quickbooks onlineself studystatementteachtrainingtutorialvideo
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How to Check and Change Sales Tax in Sales Forms in QuickBooks Online

Wednesday, December 03 2025 by Joseph Brownell
A picture of the sales tax pane that lets you check and change sales tax in sales forms in QuickBooks Online if using the automatic sales tax calculation.
How to Check and Change Sales Tax in Sales Forms in QuickBooks Online: Video           This video lesson, titled “How to Check and Change Sales Tax in Sales Forms in QuickBooks Online,” shows how to check sales tax amounts and, if needed, change sales tax in invoices and other sales forms
automated based on locationautomatic calculationchange sales taxcheck sales taxcoursecustom sales tax ratecustom sales tax ratescustomeredithelphow to change sales tax in a sales formhow to change sales tax in an invoicehow to check sales tax in a sales receipthow to check sales tax in an invoicehow-toinstructionsinvoiceinvoiceslearnlessonnon-taxable itemsoverviewproducts and servicesqboqbo sales taxQuickBooks OnlineQuickBooks Online Plusquickbooks online sales taxsalessales receiptsales receiptssales taxsales tax ratessales taxessee the mathtaxableteachtrainingtutorialvideo
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  • Published in Latest, Quickbooks Online
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How to Manage Sales Transactions in QuickBooks Online

Tuesday, December 02 2025 by Joseph Brownell
A picture showing how to manage sales transactions in QuickBooks Online by filtering the list of sales.
How to Manage Sales Transactions in QuickBooks Online: Video             This video lesson, titled “How to Manage Sales Transactions in QuickBooks Online,” shows how to manage all sales for a company by using the Sales transactions page in QuickBooks Online. This video lesson is from our complete QuickBooks Online tutorial, titled “Mastering QuickBooks Online Made
actionsbatch actionsbatch actions on salesbatch actions sales formscolumnscoursecredit memosdownload sales transactions listexport sales transactions listfilter salesfiltering salesfiltershelphow-toinstructionsinvoiceinvoiceslearnlessonnew sales transactionnew transactionoverviewprint sales formsprint sales transactions listprinting sales transactions listqboQuickBooks OnlineQuickBooks Online Plussales formssales receiptssales transactionssales transactions settingsself studysettingsteachtrainingtutorialvideo
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How to Group and Subtotal Items in Invoices in QuickBooks Online

Wednesday, November 26 2025 by Joseph Brownell
A picture showing how to set the grouping and subtotaling options in the Content settings of a custom form style for invoices so you can use it to group and subtotal items in invoices in QuickBooks Online.
How to Group and Subtotal Items in Invoices in QuickBooks Online: Video             This video lesson, titled “How to Group and Subtotal Items in Invoices in QuickBooks Online,” shows how to create a custom form style for invoices that lets you apply grouping and subtotaling by date or by item type in QuickBooks Online. This
activity optionsadd a subtotalbillable expensesbillable timechargescoursecreatecreating invoices in quickbooks onlinecustom form stylecustom form stylesgroup by dategroup by typegroupinggroupshelphow-toinstructionsinvoiceinvoice templateinvoice templatesinvoicesinvoicinglearnlessonmakeoptionsoverviewpreviewqboqbo invoiceQuickBooks Onlinequickbooks online invoicequickbooks online invoicingQuickBooks Online Plusself studysettingssubtotalingsubtotalsteachtrainingtutorialvideo
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How to Print Sales Forms in QuickBooks Online

Tuesday, November 25 2025 by Joseph Brownell
A picture showing how to batch print sales forms in QuickBooks Online.
How to Print Sales Forms in QuickBooks Online: Video             This video lesson, titled “How to Print Sales Forms in QuickBooks Online,” shows how to print sales forms in QuickBooks Online. This video lesson is from our complete QuickBooks Online tutorial, titled “Mastering QuickBooks Online Made Easy.” Overview: How to Print a Single Sales Form:
batch printbatch print sales formsbatch print sales transactionsbatch printingcoursehelphow-toinstructionsinvoiceinvoiceslearnlessonoverviewpdf previewprintprint a credit memoprint a received paymentprint a refund receiptprint a sales orderprint a sales receiptprint an invoiceprint laterprint previewprint sales formsprintingqboQuickBooks OnlineQuickBooks Online Plussales formssales transactionsself studyteachtrainingtutorialvideo
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How to Preview Sales Forms in QuickBooks Online

Monday, November 24 2025 by Joseph Brownell
A picture showing how to see the way an invoice’s email appears by using the “Email view” tab when you preview sales forms in QuickBooks Online.
How to Preview Sales Forms in QuickBooks Online: Video             This video lesson, titled “How to Preview Sales Forms in QuickBooks Online,” shows how to preview sales forms in QuickBooks Online. This video lesson is from our complete QuickBooks Online tutorial, titled “Mastering QuickBooks Online Made Easy.” Overview: How to Preview an Estimate or Invoice
courseemail previewemail viewhelphow-toinstructionsinvoiceinvoiceslearnlessonoverviewpayor viewpdf previewpdf viewpreviewpreview an estimatepreview an invoicepreview credit memopreview received paymentpreview refund receiptpreview sales formspreview sales orderpreview sales receiptpreviewingpreviewing sales formsprint previewqboQuickBooks OnlineQuickBooks Online Plussales formsself studyteachtrainingtutorialvideo
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  • Published in Latest, Quickbooks Online
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