Chapter 6
Managing the Inflow of Money
IN THIS CHAPTER
Creating invoices, sales receipts, and estimates
Recording payments from customers
Entering credit memos for customers
Checking invoice status
Recording billable expenses
Managing projects
This is where the fun starts. “Why?” you ask. Because this chapter covers stuff related to bringing money into the business, which, from any businessperson’s perspective, is the reason you started your business — and therefore the most fun part!
Before diving into preparing various types of forms, you should consider whether you want to take advantage of the Projects feature in QBO, so, I’ll start there.
Managing Projects
If your business is oriented toward completing projects for your customers, exploring QBO’s Projects feature is in your best interest before I dive into using the various sales transactions. QBO’s Projects feature helps you ...
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