Managing your business income means knowing when you’ve earned money, when you’ve been paid, and how each transaction affects your cash flow and reports.
This section walks through the tools in Quicken Business & Personal that help you bill clients, record payments, handle deposits, and keep income accurate for reports and taxes.
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Sales & Billing Dashboard: Invoices, Estimates, Receipts -
Products & Services -
Estimates, Invoices, and Sales Receipts: What’s the Difference? -
Creating and Managing Estimates -
Creating and Managing Invoices -
Accounts Receivable / Client Invoices Account -
Applying & Recording Payments -
Applying Partial Payments -
Handling Bulk Deposits: Using the Undeposited Funds Account -
Recording a Client Deposit or Prepayment -
Applying Credits to Invoices -
Creating Credit Memos -
Applying Credit Memos to Invoices -
Issuing and Applying Refunds -
Owner’s Draws and Capital Contributions -
Using Sales Receipts -
Using the Undeposited Funds Account for Sales Receipts -
Online Payments with Stripe