The Sales Workflow - Lesson from Intro Course

The Sales Workflow – Lesson


The Sales Workflow

This is the 8th session of our Introduction to QBO for Bookkeepers Master Course. If you don’t want to purchase the entire course, you are able to purchase some of the separate lessons within the master course.

In this lesson, we deep dive into all the QuickBooks features involved with the sales workflow.


In this lesson, we’ll discuss:

  • The Workflow
  • Products & Services
  • Price Rules
  • Billable Expenses & Charges
  • Estimates
  • Invoicing Customization
  • Progress Invoicing
  • Sales Tax
  • Receive Payment
  • Sales Receipts
  • Refunds
  • Collections

What’s Included in this Lesson

  • Training video (107 minutes)
  • PDF of the powerpoint presentation