Sales and Customers Intermediate and Advanced

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Sales and customers intermediate assesment

the small
Gear icon

Sales > all sales

Have plus or
advanced subscription

Balance foward
Can be applied to the costumers
next invoice, automatically applies credit memos to customers

Payments

Select the review and


pay button and enter their payment details

nonprofit, resellers,
state, local and federal government
Sales and customers Advanced assessment

1.

Costumer see the markup on a separate line, automatically sets up a markup account, you can change
the markup posts in Account and settings

2.

Select the Unbilled activity segment of the money bar in the sales center, unbilled charges report
3. Recent edited time activities

4.Invoice a total of all estimate lines: all the lines are imvoiced at 100% of the estimate, Invoice for a
percentage of each line, invoice for a custom amount for each line

5.the sales tab in account and settings

6. Negative account receivable


7. Service item, sale line

8. Budgets can be created for one year at a time, the budget must start with the first month of the fiscal
year
9. decreases

10. a company already in business and just starting to use quickbooks

11.decrease the quantity of the product, Post the transaction, debit or credit

12. to address the resultant disparity between the income


13. the sales tax setting in the sales tax center

14. The history


15.if the sales tax is based on location you can use this link to edit the tax

16. gear icon, account amd settings, sales tab

17. overview report, budget vs actual


18. Customize, rows and columns, then select group by customer

19. delayed charges


20. it wil use default hours service item

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