All Training Videos: QuickBooks Online Tutorial - How to set up invoice workflows | QuickBooks Online Advanced

In QuickBooks Online Advanced (Learn more: http://intuit.me/QBO-Advanced), you can set up an automatic workflow to send out all your invoices. To get started, just select "Manage workflows" and create a workflow to "Automatically send unsent invoices." By default, this workflow will apply to all customers unless you assign it to particular customers. As an example, you can make the workflow apply to all invoices a day after being created and from that point forward anytime you record an invoice but don’t send it to the client after 24 hours, QuickBooks emails it to them. Alternatively, if you prefer, you can set up a workflow that just reminds you when to send invoices out. In this case, you'll set the email up to be sent just to you. QuickBooks Online Advanced lets you set up a number of different workflows to save you time and give you peace of mind. This workflow for invoices makes getting paid a little easier. In this video: 0:00 In Quickbooks Online Advanced, you can set up a workflow that automatically sends out all your invoices. 0:13 Or if you’d still like to send invoices manually, you can set a workflow to remind yourself to do so. 0:17 This video will show you how to do both. 0:20 To start, go to the gear icon and select “Manage workflows,” then select “create workflow.” 0:26 Next choose “Automatically send unsent invoices.” 0:34 You can apply the workflow to a particular customer, otherwise the workflow will apply to all customers. 0:45 As an example, you can make the workflow apply to all invoices a day after they are created. 0:49 From this point forward, anytime you record an invoice but don’t send it to the client after 24 hours, QuickBooks emails it to them. 1:07 QuickBooks uses your default email message when the invoice is emailed, but you can edit this as you need to. 1:18 When you’re done, select “Save” to save the workflow or “Save and enable” to activate the workflow. 1:27 If you’d rather just get a reminder about unsent invoices, choose “Unsent invoices reminder.” 1:42 Set up the conditions the same as you would for automatic invoices with the main difference being the message will go to you as a reminder instead of being sent out automatically. 1:53 When you’re happy with your workflow, select “Save and enable.” 1:58 You can also turn this workflow off or edit it. 2:01 In QuickBooks Online Advanced, you can set up your own workflows to save you time and give you peace of mind. We have over 100 step-by-step tutorials to help you master QuickBooks. Browse our entire library by topic: Getting Started - https://bit.ly/2PaHuGz Accounting Basics - https://bit.ly/2Jc5dSX Sales - https://bit.ly/2Weq7WV Invoicing - https://bit.ly/2JelfeQ Expenses - https://bit.ly/31HK89r Reports - https://bit.ly/2MADTzM Reconciliation and Preparing for Tax Season - https://bit.ly/2MAfydj Managing Inventory - https://bit.ly/2W8NQaH Projects (without QuickBooks Payroll) - https://bit.ly/2P9UWdF Projects (with QuickBooks Payroll) - https://bit.ly/2W5Tjio Subscribe to our YouTube channel: https://goo.gl/jY1fyz Learn more about QuickBooks Online Advanced at: http://intuit.me/QBO-Advanced #QuickBooksOnline #QBOA #QuickBooks #Workflows The world’s largest workforce works for themselves. We work for them by providing smarter business tools. QuickBooks #BackingYou.