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Learn to Track Customer Transaction Workflows in QuickBooks Desktop with the help of QuickBooks Customer Care USA

You can monitor customer transaction workflows in QuickBooks desktop in a few different ways. We’ve compiled the various options so you won’t have to sift through a lot of information to find a solution. In this post we will discuss various ways to track customer transaction workflow. You can easily organize your cash flow and monitor revenue and other factors if you obey these workflows. If you need assistance with QuickBooks, call our QuickBooks customer service number and one of our experts will assist you.

In QuickBooks Desktop, there are many ways to track customer transaction workflows.

Workflow 1: Invoice-payment-deposit

This transaction workflow should indeed be held in mind if the consumer has supplied a product or a service to a customer who wants to pay later. The user will record the payment in QuickBooks to close the client’s invoice or reduce the balance until the customer has paid. You can do so by following the steps outlined below:

To begin, the user should build an invoice.

Make a note of the invoice bill.

Make a deposit of the customer’s funds.

 Workflow 2: Receipt of sales – Deposit

When a consumer pays for a particular product or service on the spot, this is charged. This customer transaction workflow will follow the following steps:

To begin, you must first create a sales receipt.

Directly deposit the customer’s payment

 Workflow 3: Estimate-sales order-invoice-payment-deposit

If an individual wants to finish a project but does not have all of the required materials, they can use this method. The user will create a sales order from the reference, allowing them to keep track of the backordered products.

After that, when the project is finished, the user will create an invoice from the calculation. You should be aware that this feature is only available in QuickBooks Premier and Enterprise editions.

  1. The user can build and submit a rough estimate of the project to the client.
  2. From the calculation, create a sales order.
  3. After that, the customer will use the sales order to generate an invoice.
  4. Make a note of the invoice bill.
  5. Make a deposit of the customer’s funds.

Workflow 4: Charges on statements, financing charges, statement payment, and deposit

This is for those who bill clients regularly but invoice them on a regular basis. The consumer can skip creating invoices for each fee, and the customer can pay all of the charges at once. To monitor the customer transaction workflow, follow these steps:

  1. The customer’s statement charges should be generated by the consumer.
  2. Examine the financing costs.
  3. Make a statement for the customer and give it to them.
  4. After recording the money, deposit the customer’s payment.

Workflow 5: Estimate-invoice-payment-deposit

This is also known as progress billing, and it is used while a user works on jobs or tasks with customers. The calculation will be used to keep track of the supplies, extra costs, and labor involved in the project. Once the work is completed, an invoice is issued.

Workflow 6: Sales order-invoice-payment-deposit

If a consumer orders anything that is currently out of stock, the user would be expected to follow this procedure. This is a way for the customer to know whether or not the items need to be purchased from vendors. The consumer would be able to complete the customer’s order in a timely manner.

 It’s important to remember that the sales order feature is only available in QuickBooks Premier and Enterprise editions.

  • To begin, the consumer should create a sales order or backorder for the products.
  • From the purchase order, create an invoice.
  • Record the payment of the invoice, subsequently deposit the customer’s payment.

Final thoughts

We hope you will now be able to quickly monitor customer transaction workflow. If you get lost, all you have to do is contact QuickBooks Customer Care USA, and the experts will help you out in no time. You can also contact us at if you have any questions. For more details, go to .

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