In this video, you'll see how Wally the web designer creates an estimate, invoices, then receives payment for work that he does. https://www.youtube.com/watch?v=9bU4t5FBcZg Video script: Web Designer Wally is looking for work! Hannah, who owns a … [Read more...]
So many choices, Part 1: Customer transactions
This article is Part 1 of a two-parter on the transactions you can use in QuickBooks. Part 2 covers vendors and other transactions. This one covers customers. QuickBooks has lots of different transactions you can use to run your business. Which … [Read more...]
Video: Progress invoicing in QuickBooks 2012
Editor's note: This shows you progress invoicing in QuickBooks 2012, but if you have QuickBooks 2011 or earlier, there's a manual method for invoicing over time. To use this feature, be sure you have Estimates and Progress Invoicing turned on in … [Read more...]
Video: Which form do I use? (estimates, invoices, and sales receipts)
Ever wonder what the difference is between estimates and invoices? And when do you give a customer a sales receipt? Follow Charlie the Web Designer as he uses all three forms. https://www.youtube.com/watch?v=AwbFuExIAmQ Video script: The QuickBooks … [Read more...]
Estimates: Bidding on the future
Estimates are what you tell a customer you think you will charge for your work. You’ve probably received estimates yourself from service providers, like a plumber or the guy who fixes your computer. In other words, estimates can be your first step … [Read more...]
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