QuickBooks Sales Workflow Course

There are several sales type transactions available in QuickBooks. It is important to know which are necessary in your own workflow and how each of […]

Estimates serve more than just a quote for your customers. They are the budget you can set up at the job level. Learn how to

Many customers create a niche in their space and do the similar jobs over and over again. This video shows you a quick tip on

A sales order in QuickBooks serves as a fulfillment document. Your customer said they want to move forward with the order and now you need

Invoices allow you to extend terms to your customers – meaning they can pay you at some point in the future. Invoices affect your accounts

A sales receipt is used when you take payment at the point of sale from a customer. You do not need to keep track of

Although we hope that we never have to refund a customer, it can happen. A credit memo is the transaction that allows you to reverse

Although it is rare, we do have some scenarios when it is appropriate for a customer to use a pending invoice in their workflow. You

We are not a bank. So when we extend terms to customers, we expect that they pay on time. If they do not pay on

Statements are a great way to show your customer their activity on account for the month. We see these used frequently in businesses that have

Your customer has sent you money – now what do you do? So many user go straight to the deposit screen and end up duplicating

It is important to understand what effect a transaction has on your financials. QuickBooks makes recording sales easy! This video shows you the net effect

A sales receipt is often times used to record usage of inventory parts. It requires only one transaction for the sale – where as an

QuickBooks does not have a natural report for backorders. It will show you all open items on sales orders; but for people who want to

Several customers use outside systems to process their sales – restaurants who have a POS system, doctors who have a medical billing system, or even

There are three levels of customization to an invoice in QuickBooks. This video takes you through the basic customization where you can add a logo,

There are three levels of customization to an invoice in QuickBooks. The additional customization includes which header and column fields you can add, as well

There are three levels of customization to an invoice in QuickBooks. The layout designer has the most functionality and flexibility. You can add additional images,

Custom fields are very powerful in QuickBooks. They allow you to add additional information that you can report on by filtering reports or adding the

QuickBooks allows you to create recurring invoices. This means that you can have the invoice set up to automatically post every month. This video shows