Setting Up Invoicing, Bills, and Payment in QuickBooks Desktop Pro 2020

IN THIS COURSE

• 1.  Entering bills in QuickBooks Desktop Pro 2020
  6m 10s
  When conducting business, entering and keeping track of bills is an important aspect of bookkeeping. Once you receive a bill, whether there's a purchase order, an invoice, or an inventory item associated with it, you need and easy way to enter the bill on the books. With QuickBooks, it's easier than ever to enter bills against inventory and manage purchase orders to keep accurate and up-to-date records of business transactions. FREE ACCESS
• 2.  Paying bills in QuickBooks Desktop Pro 2020
  3m 54s
  As with all businesses, your company is likely to receive bills from vendors or for items and services that you purchased. You can easily pay all bills and expenses in QuickBooks Pro 2020, as well as review all the bills and vendor information via the Vendor Center, including how much any particular vendor is owed. FREE ACCESS
• 3.  Scheduling customer payment reminders in QuickBooks Desktop Pro 2020
  5m 51s
  In QuickBooks Pro 2020, you can prevent overdue or late payments by configuring payment reminders to send a reminder via email to frequently overdue customers or anyone with an outstanding invoice. You can even add several payment reminders to a mailing list or create an email template. FREE ACCESS
• 4.  Working with jobs in QuickBooks Desktop Pro 2020
  4m 13s
  In QuickBooks Pro, you can create jobs to assign them to customers. For the purpose of accounting, jobs are essentially specific projects that are designate to customers. You can also manage jobs and assign more than one job to various customers. Working with jobs has never been easier. FREE ACCESS
• 5.  Creating estimates in QuickBooks Desktop Pro 2020
  3m 54s
  It's quite common for companies to provide estimates to clients. The idea behind an estimate is that you give the client a ballpark idea of how much the job is going to cost them. And in QuickBooks, you can easily keep track of and gauge job-related information by creating estimates. FREE ACCESS
• 6.  Creating invoices in QuickBooks Desktop Pro 2020
  4m 14s
  You can create invoices in QuickBooks to let your clients and customers know exactly how much you're charging them for products sold or services rendered. And in terms of bookkeeping, invoices are a useful way to keep track of the company's income by means of each transaction that took place. FREE ACCESS
• 7.  Combining multiple emails per invoice in QuickBooks Desktop Pro 2020
  3m 57s
  In QuickBooks Pro, you can consolidate various emails or other documentation and email them all-in-one to an employee, customer, or vendor instead of having to send numerous separate emails to the intended recipient. This is especially useful if one person worked on multiple jobs. FREE ACCESS
• 8.  Adding customer PO# to invoice emails automatically in QuickBooks Desktop Pro 2020
  2m 8s
  When sending out invoices to customers, it's good practice to use a standardized email template to keep all your emails consistent. With QuickBooks Pro 2020, you can now easily customize the invoice template to ensure each customer's purchase order number is included first in the subject line of all invoice emails you send. FREE ACCESS
• 9.  Creating sales receipts in QuickBooks Desktop Pro 2020
  3m 51s
  If your company delivers one or more services but also sells inventory items to customers, you may need to create sales receipts. With QuickBooks Pro, generating sales receipts for your customers has never been easier. FREE ACCESS
• 10.  Creating refunds and credits in QuickBooks Desktop Pro 2020
  2m 51s
  In business, it's often the case that you need to issue some clients a refund or a credit for goods they've returned. A refund might be valid if there's something wrong with a product. Credits could be for a number of reasons, such as if you don't issue refunds on certain items for whatever reason. With QuickBooks Pro, you can easily create a refund or assign credit to a customer. FREE ACCESS
• 11.  Receiving payments and recording deposits in QuickBooks Desktop Pro 2020
  4m 26s
  Because it's crucial to keep an up-to-date record of business income, you can use QuickBooks to record deposits and payments that your company receives. FREE ACCESS