How to Start/Track Customer Transaction Workflows in QuickBooks Desktop?

Track Customer Transaction Workflows in QuickBooks

Looking for the process to start/track customer transaction workflows in QuickBooks? If yes, then reading this post till the end will definitely work. In order to start and track customer transaction workflows in QuickBooks, the user will have to perform a certain set of steps, which we will be discussing later in this post. Every workflow will require a different set of steps. We will be mentioning the common ones in this post. Make sure to read the post carefully. Or the user can also get in touch with our support team at +1-888-351-0999, in case of any further tech assistance.

Sales Receipt Deposit


Workflow 1: Estimate-sales order-invoice-payment-deposit

This workflow will be of some help, in case there is a needto complete a project, but the user does need not to have complete materials on hand yet. The user can create a sales order from the estimate, so the user can track the items on backorder. After that, the user can create an invoice from the estimate, once the project is complete. It should be noted that the sales order feature is only available in the premier and enterprise editions of QuickBooks.

  • The user needs to create and send the project estimate to the customer
  • After that, create a sales order from the estimate
  • Now, the user should create an invoice from the sales order
  • Record the invoice payment
  • The last step is to deposit the customer’s payment

Workflow 2: Statement charges-finance charges-statement payment-deposit

This workflow is recommended to the ones, who regularly charge the customer for items, but only invoice them periodically. The user can skip creating an invoice for each charge, and the customer can pay their accrued charges in a lump sum. Here the steps below would work:

  • The user needs to first create the customer’s statement charges
  • And then, assess finance charges
  • The next step is to create and send the billing statement to the customer
  • Followed by recording the payment received
  • The last step is to deposit the customer’s payment

Towards the end of the post, it is expected that the reader might be able to perform the steps to track the workflow successfully. However, if in case the user needs any of our assistance at any point in time, then contacting our QuickBooks Pro support team at +1-888-351-0999is recommended. We are a team of technically sound professionals who work round the clock to provide the best possible support services immediately.

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