Course curriculum

  • 1

    QBO Integration and Invoicing

    • Setting up and connecting a new default account to Quickbooks Online (QBO)

    • Setting a Tip Item Option in QBO and Attaching it to MC

    • QBO Turning Off Custom Transaction Numbers

    • QBO Turning On Automatically Apply Credits

    • QBO Connecting MC Customer

    • QBO Setting Preferred Invoice Terms

    • QBO Customer Facing Email Address

    • How to Remove a Duplicate or Incorrect Tip from an Invoice

    • MaidCentral and Sales Tax

    • QBO Sales Tax

    • QBO Editing Invoices

    • Edit an Invoice in QBO

    • Add an Invoice in QBO

    • Pay an Invoice Using Two or More Credit Cards for a Job

    • QBO Integration & Invoicing Quiz
  • 2

    Invoicing Workflow and Additional Features and Functions

    • MC Invoicing -- Workflow Before Creating Invoices

    • Setting the Correct Billing Terms for a Customer before you click Create Invoices

    • MC Feature -- Maid Central Tip Options

    • How to Add a Recurring Tip

    • How to Add Automatically Email Invoices

    • How to Add to the Bill Rate to a Job In Progress Before Clicking Create Invoices

    • How to Add to the Bill Rate for a Completed Job Before Clicking Create Invoices

    • How to Decrease the Bill Rate for a Job Before Clicking Create Invoices

    • Do a Rate Modification for a Job in the Future, In Progress, or to a Completed Job.

    • How to Batch Invoices

    • Jobs Not Invoiced Report

    • Charge Customers Report

    • Invoicing Workflow & Additional Features Quiz

    • Maid Central Invoicing Module Survey

    • Creating Invoices -- Skip a job from a days worth of invoices and find where it goes