Customer Refund Options in QuickBooks Online

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
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How to Apply a Customer Credit in QuickBooks Online

A picture showing how to manually apply a customer credit in QuickBooks Online to a customer invoice using the “Receive Payment” window.
How to Apply a Customer Credit in QuickBooks Online: Video             This video lesson, titled “How to Apply Customer Credits in QuickBooks Online,” shows you how to apply a customer credit in QuickBooks Online. This video lesson is from our complete QuickBooks Online tutorial, titled “Mastering QuickBooks Online Made Easy.” Overview: How to Automatically Apply
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Record a Down Payment or Prepayment in QuickBooks Online

A picture showing how to record a down payment or prepayment in QuickBooks Online using the “Receive Payment” window.
How to Record a Down Payment or Prepayment in QuickBooks Online: Video             This video lesson, titled “How to Enter Down Payments or Prepayments in QuickBooks Online,” shows you how to record a down payment or prepayment in QuickBooks Online. This video lesson is from our complete QuickBooks Online tutorial, titled “Mastering QuickBooks Online Made
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Record a Customer Overpayment in QuickBooks Online

A picture showing the “Amount to Apply” to a customer invoice and the “Amount to Credit” to a customer when you record a customer overpayment in QuickBooks Online within the “Receive Payment” window.
How to Record a Customer Overpayment in QuickBooks Online: Video             This video lesson, titled “How to Enter Customer Overpayments in QuickBooks Online,” shows you how to record customer overpayments in QuickBooks Online. This video lesson is from our complete QuickBooks Online tutorial, titled “Mastering QuickBooks Online Made Easy.” Overview:             While customer overpayments occur
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How to Record Customer Payments in QuickBooks Online

A picture showing how to record customer payments in QuickBooks Online using the “Receive Payment” window.
How to Record Customer Payments in QuickBooks Online: Video             This video lesson, titled “How to Record Customer Payments in QuickBooks Online,” shows you how to record customer payments in QuickBooks Online. It also shows you how to find and manage saved customer payments in QuickBooks Online. This video lesson is from our complete QuickBooks
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How to Apply Automatic Late Fees in QuickBooks Online

A picture showing how to customize the late fee settings for an individual customer if you apply automatic late fees in QuickBooks Online.
How to Apply Automatic Late Fees in QuickBooks Online: Video             This video lesson, titled “How to Apply Automatic Late Fees in QuickBooks Online,” provides a concept overview of shows you how to check and change the default late fee settings in QuickBooks Online and then customize the late fees settings per customer, if needed.
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Concept Overview of Statements and Customer Charges in QuickBooks Online

A picture showing the different statement types available for companies who create statements and customer charges in QuickBooks Online.
Learn About Statements and Customer Charges in QuickBooks Online: Video             This video lesson, titled “Learn about Statements and Customer Charges in QuickBooks Online,” provides a concept overview of sending statements for customer charges in QuickBooks Online. This video lesson is from our complete QuickBooks Online tutorial, titled “Mastering QuickBooks Online Made Easy.” Overview: What
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How to Check and Change Sales Tax in Sales Forms in QuickBooks Online

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
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