How to Use Progress Invoicing in QuickBooks Online's New Invoice Layout

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  • čas přidán 6. 08. 2024
  • In this video, I guide you through the process of using progress invoicing in QuickBooks Online's new invoice layout. Many users need this feature, and I'm here to show you how it works step-by-step.
    Here's what we'll cover:
    ✅ Creating an Estimate: I'll demonstrate how to create an estimate for a customer.
    ✅ Enabling Progress Invoicing: Learn how to turn on progress invoicing in the settings.
    ✅ Creating Invoices from Estimates: See how to create multiple invoices from a single estimate, with options for percentage-based or manual entries.
    ✅ Managing Linked Invoices: Understand how to track and manage linked invoices and estimates.
    By the end of this video, you'll have a clear understanding of how to effectively use progress invoicing in QuickBooks Online's updated interface.
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    Timestamps
    00:00 - Intro
    00:33 - Creating an estimate
    01:23 - Creating an invoice from the estimate
    01:57 - Turn on Progress Invoicing
    06:40 - Creating progress invoices
    04:57 - Progress invoices in customer profile
    05:25 - Linked invoices/transactions
    06:18 - Outro
    #quickbooksonline #qbo #progressinvoicing
    This content is for information purposes only and should not be considered legal, accounting, or tax advice, or a substitute for obtaining such advice specific to your business. Additional information and exceptions may apply. Applicable laws may vary by state or locality. No assurance is given that the information is comprehensive in its coverage or that it is suitable in dealing with a customer’s particular situation. Gentle Frog, LLC does not have any responsibility for updating or revising any information presented herein. Accordingly, the information provided should not be relied upon as a substitute for independent research. Gentle Frog, LLC does not warrant that the material contained herein will continue to be accurate, nor that it is completely free of errors when published. Readers and viewers should verify statements before relying on them.

Komentáře • 2

  • @choudhurishoaib
    @choudhurishoaib Před měsícem

    Good topics

    • @GentleFrog
      @GentleFrog  Před měsícem

      Thanks! Let me know if there's ever a topic you'd like me to cover.