Depending on how often your client list changes it may be just as time consuming to maintain the recurring transactions each month compared to the time spent using Advanced’s new accelerated invoicing feature. Even if the accountant had numerous clients that had identical billing, recurring transactions require a specific customer name be assigned to each transaction. Such a process requires the QuickBooks Online Advanced user to make a unique invoice per client for it to work correctly. This feature is extremely useful for businesses that have a recurring charge that does not change in price but may be different from customer to customer.Ĭompanies that provide professional services, such as accountants, often use a recurring sales receipt to automate their monthly billing. These transactions can then be used whenever the need arises, or they can be scheduled to provide a reminder, or for automatic processing. QuickBooks Online Advanced allows its users to transform a transaction into a memorized transaction for future use. Discuss third-party alternatives for invoice importing.Show how to access the CSV import option, including a step-by-step guide to complete the import.Share important notes before importing your data.Give an overview of the CSV Import function within accelerated invoicing.Compare recurring transactions and Advanced’s new accelerated invoicing.In Part 2 of our Accelerated Invoicing with QuickBooks Online Advanced user guide, we will focus on the best practices when importing invoice data into Advanced. This new function is very powerful for companies that use a third-party point of sale or customer invoicing system. QuickBooks® Online Advanced has dramatically improved the invoicing process by adding a CSV import function.
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