QBO CUSTOMERS & REVENUE

To Pinpoint The Most Vital Need In Your Business

The “Sales” menu in the QBO user dashboard is where you’ll keep track of your many customer sales and payments. In this section, you can create, maintain, and review detailed records of the people you do business with, the products or services you provide, and all past and open invoices for payment.

The tools found within the “Sales” section of QBO will undoubtedly be among those you’ll find yourself using most often, as together they paint a clear picture of your company’s profit landscape.

Along with individual pages for invoices, customers, and products and services, you’ll find comprehensive “Overview” and “All Sales” sections, which may be particularly useful to you if you understand the importance of taking a “big picture” view of your operations.

Similarly, intelligent design elements like the color-coded “Money Bar” spanning the top of the page allow you to filter your customer payments into specific categories like “Estimates,” “Unbilled Activity,” “Paid,” and “Overdue.” That way, you can always find the exact information you’re looking for quickly and easily.