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QuickBooks Online: Create Estimates & Invoices

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Опубликовано:

6 сен 2024

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Комментарии : 16

@damon-burton Месяц назад

Great tutorial. This clear breakdown of creating estimates and invoices in QuickBooks Online is super helpful. I especially appreciated the distinction between the two. One question: Can you elaborate on how to handle partial payments or deposits on invoices? That would be a valuable addition to the video. Keep up it.

@HectorGarciaCPA Месяц назад

Ill add it to the list

@damon-burton Месяц назад

@@HectorGarciaCPA Thank you so much

@HectorGarciaCPA Месяц назад

@@damon-burton :)

@junaidahmed4424 2 месяца назад

Thanks for valuebale videos can you please make comprehensive video on fixed assets workflow

@HectorGarciaCPA 2 месяца назад

Thanks for the suggestion

@sankhuya 2 месяца назад

Estimates and invoices have bugs in it. When you generate report, for a client that has multiple estimates and invoices, the report takes both amount of estimate+invoices. Thus making the total twice which is not correct.

@HectorGarciaCPA 2 месяца назад

No, a P&L report only shows the Invoices

@sankhuya 2 месяца назад

Basically when the client accepted estimates, and you tell the system that estimate is accepted, that estimate converted into the invoice. Now here is the catch in QB. It takes the sum of estimate + invoice. Which is not right.

@HectorGarciaCPA 2 месяца назад

Not supposed to do that.

@wallye8713 2 месяца назад

Crazy question? Whom owns the data entered in quickbooks online? Can my clients info be shared? It is becoming asked more by my clients re:the crm system and website I have set up to collect customers info. They want to make sure info not shared…

@HectorGarciaCPA 2 месяца назад

Client owns it, Intuit controls it

@rafaelCastillo-bw3tm 2 месяца назад

Hello, I saw your video about the QuickBooks ProAdvisor Program for Accountants. I tried to register, but it asks me for a company. However, I don’t have a company; I want to use this system to practice. Is it safe to put a made-up hypothetical company?

@HectorGarciaCPA 2 месяца назад

You can use your own name

@sankhuya 2 месяца назад

Another feedback is that terminology. Don't say estimate, Pls say proforma invoice. But I don't understand the system doesn't have option for it. Basically proforma invoice is the right term, here in Africa.

@HectorGarciaCPA 2 месяца назад

Its called Estimate in QB, so i use the same terminology QB uses