QuickBooks Desktop Pro 2019 Tutorial Apply Finance Charges and Creating Statements Intuit Training

FREE Course! Click: Learn about Applying Finance Charges and Creating Statements in QuickBooks Desktop Pro 2019 at www.teachUcomp.com. A clip from Mastering QuickBooks Made Easy. Get the complete tutorial for free at – the most comprehensive QuickBooks tutorial available. Visit us today!

Get your free copy of the complete tutorial @ww teach you calm calm for it slash free a quickbooks statement prints information already recorded by statement charges and other receivables transactions therefore you can’t edit the statements information directly within the statement window a typical statement covers the time period and shows the customers previous

Balance new charges payments or credits you’ve received and applied to the account and the new balance for the customer during the period specified a statement can simply show information like invoices sent to and payments received from a customer over a time period or they can be used for billing showing statement charges due and requesting payment of those

Charges to create statements select customers create statements from the menu bar to view the create statements window in the create statements window you can decide what type of statement you will be creating by sending the desired parameters first under the statement date by using the statement date calendar date selector this date will appear at the top of

Each statement and also appear as the build date for billing statements next decide what type of statement to send the statement can either show transactions from one day to another or show all open transactions as of the statement date entered to create a statement that shows all transactions over a period specified select the statement period from option and

Then select the first date from the adjacent calendar date selector then choose the ending date for the transactions by selecting the ending date from the two calendar date selector to show all open transactions instead choose the all open transactions as of statement date option if you select that option you can check the include only transactions over blank days

Past due date check box and then enter the number of days into the adjacent field to create a statement that shows only past new charges if desired next select the customers to whom you want to send the statements by choosing one of the available option buttons and then making any additional selections as needed within the select customer section after that you

Can then set any additional options you want the statements to possess by checking the desired check boxes available in the slot additional options section also note that you can use the template drop-down to select a custom statement template if available to assess finance charges click the assess finance charges button within the create statements window to open

The assess finance charges window here you will assess finance charges and any customers and customer jobs that are marked with the checkmark you can remove the check marks from check boxes of customers and customer jobs to whom you do not want to assess a finance charge the finance charges are shown in the rightmost column they are calculated based on the default

Finance charge settings you created within the preferences window you can change the amount shown by typing the desired amount to charge into this column if needed when you are ready to assess the finance charges shown click the assess rgeous button to assess the charges and return to the create statements window again then click either the preview print or email

Buttons to preview print or email the statements to your customers like what you see pick up your free copy of the complete tutorial at

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QuickBooks Desktop Pro 2019 Tutorial Apply Finance Charges and Creating Statements Intuit Training By TeachUComp