As a business owner, there are times when you may receive a check or payment from a customer and it ends up bouncing due to insufficient funds in their account.

It’s common to wonder how to handle all of the different pieces in QuickBooks to make sure both the customer’s account and your bank account are entered properly.

Guess what… that’s what this tip is all about 🤓

Whether you need to know this now or sometime in the future, you’ll be glad you took the time to learn it and save this video to reference in the future. 🙌🏻

If you’re looking for the Online version of this video click here

• Steps to Entering NSF or Bounced Checks:

  • Go to Customer Center
  • Find the Customer that bounced the check
  • Open the payment
  • Up above, click “Record Bounced Check”
  • “Manage Bounced Check” screen will show
  • Enter “Bank Fee”
  • “Date”
  • “Expense Account”
  • “Class”
  • “Customer Fee”
  • Click “Next”
  • “Bounced Check Summary”
  • Click “Finish”
  • Choose “Save & Close”

Review the Customers Account to verify it all looks accurate

Review what happened in the bank account

• Go up to Banking
• Use Register

**If payment is a Credit Card in Customer Payment, just switch it to check and then save it to see the Record Bounced Check Button

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Have you been using QuickBooks for a while, but when you pull a report you just don’t understand what it’s saying?

Does the idea of going to see your tax professional sound a little stressful and maybe cause you to feel like you want to pull your hair out?

I would love for you to join me on my customizing QuickBooks workshop.

I’ll be sharing:

• The most efficient way to track your Income and Expenses.
• How to create accurate reports in order to view how your business is actually doing and stop second-guessing yourself.
• Where to get the data you need to make the best decisions to grow your business.

And the #1 SECRET to feeling confident at your next tax appointment.

I’m excited to see you on the workshop!

Click here to save your seat  → Join My Free Workshop!

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 #CandusKampfer