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How to Auto-Calculate Payments in QuickBooks QuickTip

Let QuickBooks Calculate Payments Automatically

Selecting the Automatically Calculate Payments option tells QuickBooks to calculate customer payments automatically, so when you select an invoice you can skip entering the amount of the payment in the Amount field and head directly for the list of invoices. As you select each invoice for payment, QuickBooks calculates the total and places it in the Amount field. If your customers’ checks always match the amount of open invoices, this saves you some data entry. To enable this option:

  1. Choose Edit | Preferences from the QuickBooks menu bar.
  2. Click the Payments icon on the left pane and then click the Company Preferences tab.
  3. Select the Automatically Calculate Payments check box in the Receive Payments Section to turn this option on.
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