How to Create Invoices In QuickBooks

Creating invoices for every customer can be a painful task. It’s extremely time consuming to create a new invoice every time. On top of that, some customers simply can’t pay if you leave out an important detail by mistake. All said and done, creating invoices is a time sucker, when you could be using that time to make important phone calls to customers who are past due and need to pay up. To save you on time, energy and important details, we’ve created this blog post on how to create invoices in QuickBooks.
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4 Steps for Collections in QuickBooks

Even if you have the best credit policy in the world of accounts receivable or are tracking your DSO to a T, you still may struggle to collect from every customer. There are a lot of other tactics that can be put in place to help your collections department collect on time. Little tips and tricks are sometimes all you need to bridge the gap in your credit and collections department. Below are our favorite tricks for collections in QuickBooks.

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Establishing a Credit Policy in QuickBooks

One of the biggest mistakes a company can make when it comes to their accounts receivable is not implementing a credit policy. Establishing a credit policy that everyone must follow ensures that you will not be conducting business with a company with a reputation of never paying on time – or never paying at all.  However, a lot of small businesses struggle with where to start when establishing a credit policy in QuickBooks, so we’ve highlighted all the important tips for creating a credit policy.

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Establishing a DSO Goal in QuickBooks

Many small businesses have different ways of figuring out how well their accounts receivable is doing. Since accounts receivable is a direct indicator of how much cash you have available to you and how well your collections and sales teams are doing, it’s a good idea to track it and be aware of where you’re standing. Here’s a few ways to establish a DSO goal while using QuickBooks.

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