QB Entering Statement Charges


Customer:Job. Select your customer or job, which will produce all related transactions.
Time/Costs. Use this option if you track billable time, costs, or mileage to open Choose Billable Time & Costs window.
Date. Enter the date when the statement charge is effective.

Item. Select an item you want to charge from the drop-down list. When an item is selected, the system will automatically fills in the Rate & Description fields with the preset value from the item and sets the Type to STMTCHG.
Qty. Enter a quantity of the item. If you don’t use a quantity and rate, leave it blank and use Amt Chg instead.
Rate. If you want to change the rate from your preset rate, edit it here.

Amt Chg. Enter the amount charged here if you don’t use Qty and Rate.
Description. Entered automatically when you choose the item. You can edit it here if you need to.
Account. This only appears when you have multi-currencies. Choose appropriate Account Receivable.
Class. Select a class if you have classes.

Billed Date. This is to tell the system which date the charge appears on the statement. If you leave this bland, QuickBooks uses the Date field.
Due Date. This option is to tell QuickBooks when the due date is, i.e. when to start charging for finance charges.