When a deposit transaction comes through your QuickBooks Online bank feed from an unknown customer your accountant will send you a notification requesting customer information for the purpose of matching the deposit to customer invoice payments, deposits or sales receipts. This request will show up on your client dashboard. You will be able to select customers from a list and add customers into a form directly within the request on your client dashboard. Customer information is frequently needed for Bank Feed Categorization, Customer Invoicing and Sales Receipt service offerings.

Some Entry Fields are Required, While Others are Optional

Your accountant will add customers for you when you provide their setup information within the form in your request. In order to add a new customer, you should complete all required fields. Your accountant will only create customer invoices, payments and sales receipts if you have selected one of these monthly service offerings. Deposits will be held in the Uncategorized Income account until resolved. Below is a list of required customer setup field.

  • Company – The name of the customer

  • Address – The street address

  • City – The name of the city

  • Zip Code – The postal code

  • Country – The country name

  • State – The state name

  • Email – The primary email contact

  • Phone – The primary contact phone number

  • Terms – The payment terms for the account

Regina Pitts
Regina PittsChief Financial Officer
Member of the QuickBooks ProAdvisor Program

Your Personal Guide to Seamless Accounting: Advanced QuickBooks ProAdvisor at Your Service

Hey there! I’m Gina, and I’m the proud co-founder of Lend A Hand Accounting. Why did I start this? Well, I believe that everyone should have access to affordable, efficient, and flexible accounting and bookkeeping services. It’s all about making sure these essential services fit snugly into your budget without any fuss.

We’ve ditched the traditional hourly rate system and adopted a flat fee pricing. You might be wondering, “Why does this matter?” Well, this way, you know exactly what you’re paying for upfront and there are no unexpected surprises. You get to pick and choose the accounting services you need, like a customized menu. And the best part? You’re in complete control of when you start or stop using our services. We’re essentially just a call or a text away, no need for endless phone calls or draining trips to the accountant’s office.

I’m not just any accountant though. I’m an Advanced QuickBooks Online ProAdvisor. That means I’m equipped with advanced expertise and resources to help you leverage QuickBooks Online to its full potential. My goal is to make your accounting process smooth and efficient so you can focus on what you do best – running your business.

Ready to get started? Reach out to me directly at 360-637-4799. We can even kick things off immediately if you’re ready. Simply create a free account, and I can instantly take a look at your books and let you know where you stand.

At the end of the day, we’re here to serve you. We really appreciate the trust you place in us and we’re eager to meet all of your accounting and bookkeeping needs. Looking forward to being part of your team!

Take care,

Gina

The Content is for informational purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advice.