Originally Posted by Amaya
|
Hi ladies,
Other than using QB for my own purposes for my business, I'm no QB expert. But my client asked me two QB questions I did not know the answer to...but I knew you savvy VA Bookkeepers would. He uses QB to track his own business financials and his questions are...
1. How does he set up a debit account in QB?
2. How does he change a payment type in QB?...he entered a couple payments as checks and one as cash, when they were made by credit card.
Can anyone help me with these questions? Thanks a mil.
Anastacia
|
Hi Anastacia,
1) He wouldn't set up a seperate debit account; he would use the bank account that the debit card is associated with. If he pays for an item with a debit card, then he can just write a check and enter "debit" in the check number field.
2) If he used write checks to record a payment by check or cash, then he can't change that payment type; he would need to delete the check and re-enter the transaction as a credit card charge.
If he used pay bills to pay a bill that was entered in QB, then he would need to find the bill payment and delete the payment. The bill would then show up in the pay bills window as unpaid, then he can select the bill again and select the payment method as credit card in the lower left hand corner of the window and then select the appropriate credit card in the payment account if there is more than one credit card.
I hope this answers your questions, but please let me know if you have others.
Christine
A couple QB questions
Linear Mode
