Duplicate An Estimate In QuickBooks
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 …
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Create a Sales Order In QuickBooks
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 …
Create An Invoice In QuickBooks
Invoices allow you to extend terms to your customers – meaning they can pay you at some point in the future. Invoices affect your accounts …
Create a Sales Receipt In QuickBooks
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 …
Create a Credit Memo In QuickBooks
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 …
Pending Invoices In QuickBooks
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 …
Finance Charges In QuickBooks
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 …
Create a Statement In QuickBooks
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 …
Receive Payment – Record Deposit In QuickBooks
Your customer has sent you money – now what do you do? So many user go straight to the deposit screen and end up duplicating …
Invoice with Non-inventory & Inventory In QuickBooks
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 …
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Sales Receipt with Inventory In QuickBooks
A sales receipt is often times used to record usage of inventory parts. It requires only one transaction for the sale – where as an …
Back Orders In QuickBooks
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 …
Daily Sales With Over and Short In QuickBooks
Several customers use outside systems to process their sales – restaurants who have a POS system, doctors who have a medical billing system, or even …
QuickBooks Invoice Basic Customization
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, …
QuickBooks Invoice Additional Customization
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 …
QuickBooks Invoice Layout Designer
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 on Sales Orders and Invoices In QuickBooks
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 …
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Memorize Invoice for Recurring Monthly Invoices In QuickBooks
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 …
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Progress Invoicing In QuickBooks
When our jobs last more than a few days, we often times want to bill based on the progress completed instead of waiting to invoice …
Batch Invoices In QuickBooks
QuickBooks allows you to create a batch invoice for several customers. Create one invoice template and it will duplicate that invoice to your customers based …
