Question of the Week: How do I edit my bank information in my Intuit Quickbooks Point of Sale merchant account?

This week’s question is about QuickBooks Point of Sale, specifically the merchant account.   Q: How do I edit my banking information in my merchant account to my new bank account number? A: Log into Merchant Center at <http://merchantcenter.intuit.com> Once logged in, on the Dashboard, under Account Self Service, click on Edit Business Info, Deposit Bank…

Question of the Week: QuickBooks Financial – Retrieve Payment History from Customer Payment

This week’s question is about QuickBooks Financial. Question: How can I retrieve the payment history from a customer to show how a payment was applied? Answer: Go to “Customer Center” Highlight Customer name Highlight the payment desired Double click the payment At the top of the box, click on “reports” Then click “Transaction History” Then…

QuickBooks Financial – Question of the Week: How do I refund my customer for a return of products?

We receive many questions on how to use QuickBooks products. Each week, we will highlight one question and answer it here for you. This week’s question pertains to QuickBooks Financial desktop software. Question: How do I refund my customer for a return of products? Answer: Here is how to refund a customer for products sold…