Question

Hello can someone give me the STEPS to perform this action on Quickbooks 2015? Or Quickbooks in general?

8. Received and deposited a customer’s full payment by check less discounts.

Answer 1

To activate or add the discount in Quickbooks the settings should be done in that way. In case you dont know that, the steps are given here

Open Company settings > Sales form entry > Discount (subheading) > Checkout the box for Discount > Select the account to effect for discount given (from the dropdown menu) > Save the settings.

Now invoices should be made in that way with adjustment of discount given.

Steps for the receive of the customer payment

Home page > Receive Payment > Select the account from which the amount is received > Put appropriate date & amount > Select the payment method (Cash, Bank, etc). Be sure that payment is applied to the correct invoice. > Save & close.

Steps for dipositing customer's payment to bank.

Home > Banking Menu > Make deposit > Payment to deposit window will open > Checkmark next to the payments will be deposited > ok.
Ensure that in the make deposit window Deposit to account is the right one. Also be sure of the date.