snh 2018
Eliminate your data entry with QBO’s Automation Tools. QBO’s powerful options make manipulating individual transactions a thing of the past. We’ll take a deep look at choosing the right automation Settings, training the Banking feed, creating Banking Rules, applying Vendor A/P discount terms, designing Recurring Transaction templates including automatic client payments, using the Reclassify tool, automatically applying credits, and other additional features. Free up your time to take on more clients!
Account and Settings
- Pre-fill forms with previously entered content
- Automatically apply credits
- Automatically invoice unbilled activity
- Copy estimates to invoices
- Automatically apply bill payments
Recurring Sales Receipts – automatically charge clients using QB Payments and Email them a receipt
Using Recurring Transactions for Templates – design Estimates for different projects, then reuse them. Don’t start from scratch each time!
Vendor Terms
- 1% 10 Net 30
Price Rules – now different customers automatically receive different pricing
Bank Feed AI
- When they work
- Why they look wrong
Banking Rules
- Automate expense transactions including classes and splits
Reclassify Tool
- You are using this, aren’t you?
Report Tools
- Set the defaults for Reclassify and all Reports