account receivable workflows in quickbooks - PowerPoint PPT Presentation

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account receivable workflows in quickbooks

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Accounts receivables are are records and collectibles. To record your accounts receivable transactions, choose a workflow that suits your business method and follow the steps in creating any transaction in the selected workflow. It is very necessary to record the accounts receivable transactions very carefully to avoid misleading financial reports. – PowerPoint PPT presentation

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Title: account receivable workflows in quickbooks


1
Accounts receivable workflow in quickbooks
2
What are account receivable workflows in
quickbooks
  • Accounts receivables are are records and
    collectibles. To record your accounts receivable
    transactions, choose a workflow that suits your
    business method and follow the steps in creating
    any transaction in the selected workflow. It is
    very necessary to record the accounts receivable
    transactions very carefully to avoid misleading
    financial reports.

3
Some workflows
  • Estimate sales order invoice and payment deposits
  • Create an estimate
  • Generate the sales order and create invoice.
  • Record a payment and deposits customer payments.
  • 2.sales order invoice- paid deposits
  • Create a sales order and create a invoice.
  • Record a payment and deposit customer payments
  • 3. Estimate invoice-payment deposit
  • Create an estimate and then invoice, record and
    deposit payment.

4
  • 4. Invoice payment deposit
  • Create an invoice
  • Record a payment
  • Deposit customer payments
  • 5. Sales deposit- deposits
  • Create a sales receipt and submit your customer
    payment

5
conclusion
  • In this you have learn how accounts receivable
    workflows work in quickbooks. All the information
    will be useful for quickbooks user.
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