Enter A Delayed Charge

Step by Step: Enter A Delayed Charge

1. To open Quick Create click the + sign in the top right of QuickBooks; if you don’t see the expanded view, click Show more.

2. Click Delayed Charge. A delayed charge is a non-posting transaction; you’re telling QuickBooks you will need to invoice a customer for something in the future. Let’s say you are a landscaping service and do gardening for multiple customers. Every day you record where you gardened that day, but you invoice only once a month. You can record that activity in QuickBooks as a delayed charge and, at month end, create an invoice.

3. Enter Amy’s Bird Sanctuary. In the Date field type a w to select the beginning of the currently-displayed week. Enter Gardening under the Product/Service column. Enter 4 under the QTY (Quantity) column and $35 under the Rate column. Click Save and new.

4. Enter Amy’s Bird Sanctuary. In the Date field, type a k and +. K brings you to the end of this week and the + advances a day, which brings you to the beginning of next week. Enter Gardening under the Product/Service column. (Some of this might be there already, if the Automation preferences are set to Pre-fill forms with previously entered content in Account and Settings.) Enter 3 under the QTY column and $35 under the Rate column. Click Save and close.

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ROI Accounting, LLC serves St. George locally and the U.S. remotely and provides a full range of QuickBooks support and bookkeeping services. As always, if you have any questions, please give us a call.

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Partial example from sample company to the right: