- 96
- 19 665
Outsourced Operations
United States
Приєднався 11 лип 2023
Outsourced Operations specializes in small business accounting and operations. Our team of experienced professionals is skilled in building successful teams, managing processes, understanding numbers, and helping businesses scale. Our mission is to provide our clients with the insights and resources they need to make sound business decisions using programs such as Quickbooks Online, Odoo, Hubspot, and Monday.com to name a few.
Import Bank Data Into Quickbooks Online 2024 in 2 Minutes
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Need help getting the most out of QuickBooks Online? Having trouble navigating your books? Want to schedule a 1 hour consultation with me? Schedule one with the link here: calendly.com/lizbecerra/60min
*MORE HELPFUL VIDEOS*
How to create bank rules in Quickbooks Online: ua-cam.com/video/KMFbHswVu9U/v-deo.html
How to create recurring invoices in Quickbooks Online: ua-cam.com/video/HjzlxJ5wRrg/v-deo.html
How to create recurring sales receipts in Quickbooks Online: ua-cam.com/video/PJtlz267k7M/v-deo.html
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#quickbooksonline
#outsourcedoperations
#operationsmadeeasy
#businessaccounting
Need help getting the most out of QuickBooks Online? Having trouble navigating your books? Want to schedule a 1 hour consultation with me? Schedule one with the link here: calendly.com/lizbecerra/60min
*MORE HELPFUL VIDEOS*
How to create bank rules in Quickbooks Online: ua-cam.com/video/KMFbHswVu9U/v-deo.html
How to create recurring invoices in Quickbooks Online: ua-cam.com/video/HjzlxJ5wRrg/v-deo.html
How to create recurring sales receipts in Quickbooks Online: ua-cam.com/video/PJtlz267k7M/v-deo.html
🔔 *SUBSCRIBE TO THIS CHANNEL*
www.outsourcedoperations.co/UA-cam
🚩 *LET'S CONNECT:*
Instagram: outsourcedoperations
LinkedIn: www.linkedin.com/company/outsourced-operations/
Request Videos: www.outsourcedoperations.co/video-requests
Subscribe to UA-cam: www.outsourcedoperations.co/UA-cam
Website: www.outsourcedoperations.co/
#quickbooksonline
#outsourcedoperations
#operationsmadeeasy
#businessaccounting
Переглядів: 81
Відео
5 tips to scale your business in 2025!
Переглядів 20521 день тому
Do you want to scale your business in 2025? If you are that person, then this video is for you! ✅ Embrace Automation and Efficiency Tools. ✅ Build a Strong Online Presence. ✅ Know Your Numbers. ✅ Invest in Your People. ✅ Stay Ahead of the Trends. Subscribe for more! *SUBSCRIBE TO THIS CHANNEL* ua-cam.com/channels/cXw9prWa6LjIlrm9zTHINg.html 🚩Let’s connect: Instagram: outsourcedope...
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Edit Payment Terms in Quickbooks Online 2024
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Переглядів 421Рік тому
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Need help getting the most out of QuickBooks Online? Having trouble navigating your books? Want to schedule a 1 hour consultation with me? Schedule one with the link here: calendly.com/lizbecerra/60min In this video, Liz Becerra, Certified Quickbooks Online Pro Advisor, walks you through how to convert an expense to a bill payment in Quickbooks Online in under 2 minutes. **MORE HELPFUL VIDEOS** How to Reconcile Your Accounts in QBO: ua-cam.com/video/Zno61I9jPs0/v-deo.html 5 Common Reconciliation Discrepancies in QBO: ua-cam.com/video/_H9FYTiMc5c/v-deo.html How to Fix Reconciliation Discrepancies in QBO: ua-cam.com/video/_4ObwT4NUsk/v-deo.html How to Fix An Opening Balance: ua-cam.com/video/zh3T6srycB0/v-deo.html ----------------------------------------------------------------------------------------------------------------------------------------------------------- 🌟 Explore Our Services & Resources 🌟 🔗 QuickBooks Online Services: Manage your accounting seamlessly with QuickBooks! Learn more here: www.outsourcedoperations.co/QBO 💼 ADP Payroll Solutions: Simplify your payroll and employee management with ADP. Find out how we can help: www.outsourcedoperations.co/ADP 📚 Latest Insights on Our Blog: Stay updated with tips and strategies for optimizing your business: www.outsourcedoperations.co/blog 🚩Let’s connect: Subscribe now: www.youtube.com/@OutsourcedOperations Instagram: instagram.com/outsourcedoperations/ LinkedIn: www.linkedin.com/company/outsourced-operations/ Website: www.outsourcedoperations.co/ #quickbooksonline #startupbusiness #financialreporting #accountingservices #business #businessminded #philadelphia
Need help getting the most out of QuickBooks Online? Having trouble navigating your books? Want to schedule a 1 hour consultation with me? Schedule one with the link here: calendly.com/lizbecerra/60min In this video, Liz Becerra, Certified Quickbooks Online Pro Advisor, walks you through how to add Vendors in Quickbooks Online in under 3 minutes. **MORE HELPFUL VIDEOS** How to Reconcile Your Accounts in QBO: ua-cam.com/video/Zno61I9jPs0/v-deo.html 5 Common Reconciliation Discrepancies in QBO: ua-cam.com/video/_H9FYTiMc5c/v-deo.html How to Fix Reconciliation Discrepancies in QBO: ua-cam.com/video/_4ObwT4NUsk/v-deo.html How to Fix An Opening Balance: ua-cam.com/video/zh3T6srycB0/v-deo.html ----------------------------------------------------------------------------------------------------------------------------------------------------------- 🌟 Explore Our Services & Resources 🌟 🔗 QuickBooks Online Services: Manage your accounting seamlessly with QuickBooks! Learn more here: www.outsourcedoperations.co/QBO 💼 ADP Payroll Solutions: Simplify your payroll and employee management with ADP. Find out how we can help: www.outsourcedoperations.co/ADP 📚 Latest Insights on Our Blog: Stay updated with tips and strategies for optimizing your business: www.outsourcedoperations.co/blog 🚩Let’s connect: Subscribe now: www.youtube.com/@OutsourcedOperations Instagram: instagram.com/outsourcedoperations/ LinkedIn: www.linkedin.com/company/outsourced-operations/ Website: www.outsourcedoperations.co/ #quickbooksonline #startupbusiness #financialreporting #accountingservices #business #businessminded #philadelphia
Need help getting the most out of QuickBooks Online? Having trouble navigating your books? Want to schedule a 1 hour consultation with me? Schedule one with the link here: calendly.com/lizbecerra/60min In this video, Liz Becerra, Certified Quickbooks Online Pro Advisor, walks you through how to reorder bank accounts in Quickbooks Online in under 90 seconds. **MORE HELPFUL VIDEOS** How to Reconcile Your Accounts in QBO: ua-cam.com/video/Zno61I9jPs0/v-deo.html 5 Common Reconciliation Discrepancies in QBO: ua-cam.com/video/_H9FYTiMc5c/v-deo.html How to Fix Reconciliation Discrepancies in QBO: ua-cam.com/video/_4ObwT4NUsk/v-deo.html How to Fix An Opening Balance: ua-cam.com/video/zh3T6srycB0/v-deo.html ----------------------------------------------------------------------------------------------------------------------------------------------------------- 🌟 Explore Our Services & Resources 🌟 🔗 QuickBooks Online Services: Manage your accounting seamlessly with QuickBooks! Learn more here: www.outsourcedoperations.co/QBO 💼 ADP Payroll Solutions: Simplify your payroll and employee management with ADP. Find out how we can help: www.outsourcedoperations.co/ADP 📚 Latest Insights on Our Blog: Stay updated with tips and strategies for optimizing your business: www.outsourcedoperations.co/blog 🚩Let’s connect: Subscribe now: www.youtube.com/@OutsourcedOperations Instagram: instagram.com/outsourcedoperations/ LinkedIn: www.linkedin.com/company/outsourced-operations/ Website: www.outsourcedoperations.co/ #quickbooksonline #startupbusiness #financialreporting #accountingservices #business #businessminded #philadelphia
Need help getting the most out of QuickBooks Online? Having trouble navigating your books? Want to schedule a 1 hour consultation with me? Schedule one with the link here: calendly.com/lizbecerra/60min In this video, Liz Becerra, Certified Quickbooks Online Pro Advisor, walks you through how to upload Customers in Quickbooks Online in under 3 minutes. **MORE HELPFUL VIDEOS** How to Reconcile Your Accounts in QBO: ua-cam.com/video/Zno61I9jPs0/v-deo.html 5 Common Reconciliation Discrepancies in QBO: ua-cam.com/video/_H9FYTiMc5c/v-deo.html How to Fix Reconciliation Discrepancies in QBO: ua-cam.com/video/_4ObwT4NUsk/v-deo.html How to Fix An Opening Balance: ua-cam.com/video/zh3T6srycB0/v-deo.html ----------------------------------------------------------------------------------------------------------------------------------------------------------- 🌟 Explore Our Services & Resources 🌟 🔗 QuickBooks Online Services: Manage your accounting seamlessly with QuickBooks! Learn more here: www.outsourcedoperations.co/QBO 💼 ADP Payroll Solutions: Simplify your payroll and employee management with ADP. Find out how we can help: www.outsourcedoperations.co/ADP 📚 Latest Insights on Our Blog: Stay updated with tips and strategies for optimizing your business: www.outsourcedoperations.co/blog 🚩Let’s connect: Subscribe now: www.youtube.com/@OutsourcedOperations Instagram: instagram.com/outsourcedoperations/ LinkedIn: www.linkedin.com/company/outsourced-operations/ Website: www.outsourcedoperations.co/ #quickbooksonline #startupbusiness #financialreporting #accountingservices #business #businessminded #philadelphia
Need help getting the most out of QuickBooks Online? Having trouble navigating your books? Want to schedule a 1 hour consultation with me? Schedule one with the link here: calendly.com/lizbecerra/60min In this video, Liz Becerra, Certified Quickbooks Online Pro Advisor, walks you through how to manage prepaid expenses in Quickbooks Online in under 3 minutes. **MORE HELPFUL VIDEOS** How to Reconcile Your Accounts in QBO: ua-cam.com/video/Zno61I9jPs0/v-deo.html 5 Common Reconciliation Discrepancies in QBO: ua-cam.com/video/_H9FYTiMc5c/v-deo.html How to Fix Reconciliation Discrepancies in QBO: ua-cam.com/video/_4ObwT4NUsk/v-deo.html How to Fix An Opening Balance: ua-cam.com/video/zh3T6srycB0/v-deo.html ----------------------------------------------------------------------------------------------------------------------------------------------------------- 🌟 Explore Our Services & Resources 🌟 🔗 QuickBooks Online Services: Manage your accounting seamlessly with QuickBooks! Learn more here: www.outsourcedoperations.co/QBO 💼 ADP Payroll Solutions: Simplify your payroll and employee management with ADP. Find out how we can help: www.outsourcedoperations.co/ADP 📚 Latest Insights on Our Blog: Stay updated with tips and strategies for optimizing your business: www.outsourcedoperations.co/blog 🚩Let’s connect: Subscribe now: www.youtube.com/@OutsourcedOperations Instagram: instagram.com/outsourcedoperations/ LinkedIn: www.linkedin.com/company/outsourced-operations/ Website: www.outsourcedoperations.co/ #quickbooksonline #startupbusiness #financialreporting #accountingservices #business #businessminded #philadelphia
Need help getting the most out of QuickBooks Online? Having trouble navigating your books? Want to schedule a 1 hour consultation with me? Schedule one with the link here: calendly.com/lizbecerra/60min In this video, Liz Becerra, Certified Quickbooks Online Pro Advisor, walks you through how to edit payment terms in Quickbooks Online in under 3 minutes. **MORE HELPFUL VIDEOS** How to Reconcile Your Accounts in QBO: ua-cam.com/video/Zno61I9jPs0/v-deo.html 5 Common Reconciliation Discrepancies in QBO: ua-cam.com/video/_H9FYTiMc5c/v-deo.html How to Fix Reconciliation Discrepancies in QBO: ua-cam.com/video/_4ObwT4NUsk/v-deo.html How to Fix An Opening Balance: ua-cam.com/video/zh3T6srycB0/v-deo.html ----------------------------------------------------------------------------------------------------------------------------------------------------------- 🌟 Explore Our Services & Resources 🌟 🔗 QuickBooks Online Services: Manage your accounting seamlessly with QuickBooks! Learn more here: www.outsourcedoperations.co/QBO 💼 ADP Payroll Solutions: Simplify your payroll and employee management with ADP. Find out how we can help: www.outsourcedoperations.co/ADP 📚 Latest Insights on Our Blog: Stay updated with tips and strategies for optimizing your business: www.outsourcedoperations.co/blog 🚩Let’s connect: Subscribe now: www.youtube.com/@OutsourcedOperations Instagram: instagram.com/outsourcedoperations/ LinkedIn: www.linkedin.com/company/outsourced-operations/ Website: www.outsourcedoperations.co/ #quickbooksonline #startupbusiness #financialreporting #accountingservices #business #businessminded #philadelphia
Need help getting the most out of QuickBooks Online? Having trouble navigating your books? Want to schedule a 1 hour consultation with me? Schedule one with the link here: calendly.com/lizbecerra/60min In this video, Liz Becerra, Certified Quickbooks Online Pro Advisor, walks you through how to import data into Quickbooks Online in under 3 minutes. **MORE HELPFUL VIDEOS** How to Reconcile Your Accounts in QBO: ua-cam.com/video/Zno61I9jPs0/v-deo.html 5 Common Reconciliation Discrepancies in QBO: ua-cam.com/video/_H9FYTiMc5c/v-deo.html How to Fix Reconciliation Discrepancies in QBO: ua-cam.com/video/_4ObwT4NUsk/v-deo.html How to Fix An Opening Balance: ua-cam.com/video/zh3T6srycB0/v-deo.html ----------------------------------------------------------------------------------------------------------------------------------------------------------- 🌟 Explore Our Services & Resources 🌟 🔗 QuickBooks Online Services: Manage your accounting seamlessly with QuickBooks! Learn more here: www.outsourcedoperations.co/QBO 💼 ADP Payroll Solutions: Simplify your payroll and employee management with ADP. Find out how we can help: www.outsourcedoperations.co/ADP 📚 Latest Insights on Our Blog: Stay updated with tips and strategies for optimizing your business: www.outsourcedoperations.co/blog 🚩Let’s connect: Subscribe now: www.youtube.com/@OutsourcedOperations Instagram: instagram.com/outsourcedoperations/ LinkedIn: www.linkedin.com/company/outsourced-operations/ Website: www.outsourcedoperations.co/ #quickbooksonline #startupbusiness #financialreporting #accountingservices #business #businessminded #philadelphia
Very good
Thank you. We're glad you enjoyed it 😀
Very good
Thanks
Good
Incredible nd outstanding vdo.as a professional in my opinion.👍
Thank you. I'm glad you enjoyed it !
I am the primary user. There is no option to add me as accountant. There is not even a an ACCOUNTANT button. I am thinking you need QB Accountant Online vs. just QBO
The simple start plan doesn't allow you to add more users. But in order to add someone as an accountant you need to use a different email address.
Good job
Thank you! We're glad you enjoyed it. 🙂
1:56 look at the Subscribe Button. Plz tell how
Hey there. You can use this link to subscribe. Thanks! www.outsourcedoperations.co/UA-cam
Hi. You can subscribe by clicking here: www.youtube.com/@OutsourcedOperations
Great video! My 2025 goal is to scale my business to 50K in monthly revenue. Thanks for sharing your expertise.
That's an amazing goal! I know you'll accomplish it. You got this!
Message me 👇 ✉ Liz@outsourcedoperations.co 🌐 www.outsourcedoperations.co/
"If you mark the invoice as paid, do you need to exclude it from the bank transaction to avoid duplication?"
If you mark the invoice as paid, the bank transaction should match with it. If it doesn't do it automatically, you can click Match on the bank transaction. That way, it connects for you. I hope that makes sense! Let us know if you have any other questions.
sometimes the bills are off by a couple of cents each month even though theyre fixed charges. does quickbooks still help match it?
Hey there. No QBO will not offset the variance automatically. I suggest setting up auto pay for your bills in their respective platforms, creating a bank rule in qbo under bank transactions to tell qbo where to record it. This would record it as an expense and not a bill.
so if i need to put all of my monthly charges here? My website provider/domain service, tmobile cell phone etc?
Great shoot! Looks like you had fun.
Thanks! My sister and I had a blast and she especially loved seeing the BTS video 🙂
Pretty beautiful woman have a blessed night be safe ❤
One of the best form vids out there!
Thank you! We're glad this was helpful to you. 🙂
I don't have an undo option. How do I do it?
Are you logged in as the accountant? You will see this as the accountant. If you have access as another user, you won't see it.
Hi Liz, good video! I just wanted to clarify something in your video. So when you set up the automated monthly recurring sales receipts and input the clients payment details.. will the client automatically be charged or will you have to manually go through each sales receipt and charge them yourself? For context I have been sending my clients monthly recurring invoices which I would send to my own email address and check the "Auto Pay" box from the client invoice screen. However this box doesn't always appear leaving me to manually pay the clients invoices for them.
Yes. When you create an automated sales receipt and enter the client's payment details, it will automatically charge them on the occurrence you choose. It's very convenient and you get paid faster. I hope that helps!
New subscriber here from Philippines ❤:)
Welcome! Thanks for subscribing. I'm happy to be helping people from all over 😊
I don’t have the option on my website view
Hi Mariel. You don't see the receive payment option on your QBO environment?
Another great video!
Need help getting the most out of QuickBooks Online? Having trouble navigating your books? Want to schedule a 1 hour consultation with me? Schedule one with the link here: calendly.com/lizbecerra/60min In this video, Liz Becerra, Certified Quickbooks Online Pro Advisor, walks you through how to undo a bank reconciliation in under 3 minutes. **MORE HELPFUL VIDEOS FOR RECONCILING YOUR ACCOUNTS** How to Reconcile Your Accounts in QBO: ua-cam.com/video/Zno61I9jPs0/v-deo.html 5 Common Reconciliation Discrepancies in QBO: ua-cam.com/video/_H9FYTiMc5c/v-deo.html How to Fix Reconciliation Discrepancies in QBO: ua-cam.com/video/_4ObwT4NUsk/v-deo.html How to Fix An Opening Balance: ua-cam.com/video/zh3T6srycB0/v-deo.html ----------------------------------------------------------------------------------------------------------------------------------------------------------- 🌟 Explore Our Services & Resources 🌟 🔗 QuickBooks Online Services: Manage your accounting seamlessly with QuickBooks! Learn more here: www.outsourcedoperations.co/QBO 💼 ADP Payroll Solutions: Simplify your payroll and employee management with ADP. Find out how we can help: www.outsourcedoperations.co/ADP 📚 Latest Insights on Our Blog: Stay updated with tips and strategies for optimizing your business: www.outsourcedoperations.co/blog 🚩Let’s connect: Subscribe now: www.youtube.com/@OutsourcedOperations Instagram: instagram.com/outsourcedoperations/ LinkedIn: www.linkedin.com/company/outsourced-operations/ Website: www.outsourcedoperations.co/ #quickbooksonline #startupbusiness #financialreporting #accountingservices #business #businessminded #philadelphia #bankreconciliation
Need help getting the most out of QuickBooks Online? Having trouble navigating your books? Want to schedule a 1 hour consultation with me? Schedule one with the link here: calendly.com/lizbecerra/60min *MORE HELPFUL VIDEOS* How to create bank rules in Quickbooks Online: ua-cam.com/video/KMFbHswVu9U/v-deo.html How to create recurring invoices in Quickbooks Online: ua-cam.com/video/HjzlxJ5wRrg/v-deo.html How to create recurring sales receipts in Quickbooks Online: ua-cam.com/video/PJtlz267k7M/v-deo.html *SUBSCRIBE TO THIS CHANNEL* www.youtube.com/@OutsourcedOperations 🚩Let’s connect: Subscribe now: www.youtube.com/@OutsourcedOperations Instagram: instagram.com/outsourcedoperations/ LinkedIn: www.linkedin.com/company/outsourced-operations/ Website: www.outsourcedoperations.co/ #quickbooksonline #outsourcedoperations #operationsmadeeasy #businessaccounting
Brilliantly done. Easy and actionable to help people get unstuck. Great job!👏🏾
@@RalphErvin thanks so much. I'm glad you enjoyed it. That means a lot coming from a fellow youtuber and finance person 🙂
Need help getting the most out of QuickBooks Online? Having trouble navigating your books? Want to schedule a 1 hour consultation with me? Schedule one with the link here: calendly.com/lizbecerra/60min **MORE HELPFUL VIDEOS FOR RECONCILING YOUR ACCOUNTS** How to Reconcile Your Accounts in QBO: ua-cam.com/video/Zno61I9jPs0/v-deo.html 5 Common Reconciliation Discrepancies in QBO: ua-cam.com/video/_H9FYTiMc5c/v-deo.html How to Fix Reconciliation Discrepancies in QBO: ua-cam.com/video/_4ObwT4NUsk/v-deo.html How to Fix An Opening Balance: ua-cam.com/video/zh3T6srycB0/v-deo.html How to Undo a Bank Reconciliation: ua-cam.com/video/a7H4ETgt7Cg/v-deo.html *SUBSCRIBE TO THIS CHANNEL* www.youtube.com/@OutsourcedOperations 🚩Let’s connect: Subscribe now: www.youtube.com/@OutsourcedOperations Instagram: instagram.com/outsourcedoperations/ LinkedIn: www.linkedin.com/company/outsourced-operations/ Website: www.outsourcedoperations.co/ #quickbooksonline #outsourcedoperations #operationsmadeeasy #businessaccounting
*SUBSCRIBE TO THIS CHANNEL* www.youtube.com/@OutsourcedOperations 🚩Let’s connect: Subscribe now: www.youtube.com/ @OutsourcedOperations Instagram: instagram.com/outsourcedoperations/ LinkedIn: www.linkedin.com/company/outsourced-operations/ Website: www.outsourcedoperations.co/
Need help getting the most out of QuickBooks Online? Having trouble navigating your books? Want to schedule a 1 hour consultation with me? Schedule one with the link here: calendly.com/lizbecerra/60min *MORE HELPFUL VIDEOS* How to create bank rules in Quickbooks Online: ua-cam.com/video/KMFbHswVu9U/v-deo.html How to create recurring invoices in Quickbooks Online: ua-cam.com/video/HjzlxJ5wRrg/v-deo.html How to create recurring sales receipts in Quickbooks Online: ua-cam.com/video/PJtlz267k7M/v-deo.html *SUBSCRIBE TO THIS CHANNEL* www.youtube.com/@OutsourcedOperations 🚩Let’s connect: Subscribe now: www.youtube.com/@OutsourcedOperations Instagram: instagram.com/outsourcedoperations/ LinkedIn: www.linkedin.com/company/outsourced-operations/ Website: www.outsourcedoperations.co/ #quickbooksonline #outsourcedoperations #operationsmadeeasy #businessaccounting
Need help getting the most out of QuickBooks Online? Having trouble navigating your books? Want to schedule a 1 hour consultation with me? Schedule one with the link here: calendly.com/lizbecerra/60min **Please note that if you have QBO Advanced, you can use the Revenue Recognition feature which will automate this for you. This video is to understand Unearned Revenue and also to set this up if you do NOT have the advanced subscription.** *MORE HELPFUL VIDEOS* How to create bank rules in Quickbooks Online: ua-cam.com/video/KMFbHswVu9U/v-deo.html How to create recurring invoices in Quickbooks Online: ua-cam.com/video/HjzlxJ5wRrg/v-deo.html How to create recurring sales receipts in Quickbooks Online: ua-cam.com/video/PJtlz267k7M/v-deo.html *SUBSCRIBE TO THIS CHANNEL* www.youtube.com/@OutsourcedOperations 🚩Let’s connect: Subscribe now: www.youtube.com/@OutsourcedOperations Instagram: instagram.com/outsourcedoperations/ LinkedIn: www.linkedin.com/company/outsourced-operations/ Website: www.outsourcedoperations.co/ #quickbooksonline #outsourcedoperations #operationsmadeeasy #businessaccounting
After the recurring invoice is created, where to go to send them by email?
If it's a recurring invoice, it will send automatically based on the criteria you set during setup.
Hi can a changing month be added to the “product/service “ so it will say like “may monthly service” then the next month “June monthly service” ?
Hey! Unfortunately this is not possible at the moment for QBO. The only thing I can suggest is having a product/service that simply says, "Monthly Service". The date of the invoice should help identify the month it's for. If QBO allows this feature by hopefully introducing tokens soon, I will make a video right away! 🙂
@@OutsourcedOperations thank you so much
Hello professor I have a doubt regarding consignment accounting topic how can I co-ordinate with you??
Hey there. Shoot us a message from our website and we will get back to you. Please include details of your question you have and we can schedule a call. Thanks! www.OutsourcedOperations.co
Professor your link is not working 😒😒
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Excellent Thank You!
You're very welcome!
How do you track a customers balance if a sales receipt does not get paid?
A sales receipt is recording a payment so there's no scenario where they wouldn't pay it. Otherwise, you would invoice them and wait for them to pay. I hope that helps 🙂
Your video quality is so beautiful. I always appreciate your videos.❤❤❤❤
Thank you! We work hard to make them enjoyable for everyone. We appreciate the feedback 🙂
@@OutsourcedOperationsThank you
Question - I followed your method, but after a couple of months, I notice the $27.07 is adding up (instead of balance of zero dollars). Is that normal?
What do you mean the $27.07 is adding up? Can you elaborate some more? I can definitely help you if I fully understand what the issue is that you're having 🙂
@@OutsourcedOperations Thanks for replying. $27.07 is the total on the sales receipt. After a two months, the customer transaction list shows $54.14 at the bottom, yet the open balance is $0.00.
The Customer Transaction List will show you all the transactions for that customer and since a sales receipt is direct payment, it shows all the money that came in. Since this is not an invoice but a direct payment, there is no money owed or anything falling on the AR report b/c its automatically paid. I am assuming you are expecting to see the payments subtract from an invoice and balance to zero but as i mentioned, there is no invoice, its just a deposit of funds so thats why it will show the income and continue to add up. I hope this helps! If you have any other questions, feel free to reach out. @@RandallReed-e3i
What about the job name? On desktop version you'd have to add a colon then put in job name to which QB would annoyingly try to auto fill for you. How do you do that in the online version. Completely skipped that part.
These are projects in QBO. The process is the same. You would simply select the customer with the project name in the drop down when setting up the invoice.
Thanks