Module 7: Accounting and Branches

This section covers how to invoice clients and additional accounting functions. 

Invoicing 

At this stage, global accounting settings should have been set-up. For a refresher on those settings please see 

Step 1: Setup Accounting System Settings

Step 2: How to Invoice

Step 3: Searching for client invoices

Step 4: Reference Codes

Step 5: Learning to Exception Price

Branching Setup

Step 1: Setting up Client Branches

Step 2: Branch Invoicing

Additional Resources:

• • QuickBooks Documentation
  • Branch Invoice Detail CSV Export
  • Charging invoices to a credit card

Optional Steps:

• Configure Instant Charge on Completed Report
• Charging invoices to a credit card
• Setting up Paypal Payflow Pro