Free Consultation
Client Login

Video Resources

Tutorials to help your work.

Online Resources & Video Tutorials

We compiled a selection of detailed tutorials to help you use and better understand your business. Browse through our video library enhance your skills.

Amazing Feature

Lorem ipsum dolor sit amet, metus at rhoncus dapibus, habitasse vitae cubilia.

Amazing Feature

Lorem ipsum dolor sit amet, metus at rhoncus dapibus, habitasse vitae cubilia.

Amazing Feature

Lorem ipsum dolor sit amet, metus at rhoncus dapibus, habitasse vitae cubilia.

QuickBooks Online Sales Process

Please use the following sales process in QuickBooks Online. Skipping steps or inaccurately recording payments and deposits can lead to serious consequences, including the risk of doubling your income on paper creating a misleading picture of your financial situation. As a result, you may end up paying taxes on income that doesn't actually exist, leading to unnecessary financial strain and potential penalties from tax authorities. Therefore, adhering to each step of the QuickBooks Online sales process is crucial for maintaining accurate financial records, minimizing tax liabilities, and ensuring the long-term success of your business.

Step 1

Creating Estimates

Step 2

Creating Invoices

Step 3

Receive Payment

Step 4

Recording Deposits