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Managing Invoices and Payments in QuickBooks Online: Best Practices for Cash Flow Management
- How to create and customize invoices in QuickBooks Online
- Best practices for tracking payments and managing receivables
- Setting up and managing recurring invoices and automated payment reminders
- Tools for managing overdue invoices and following up with clients
- Automating your invoicing process to reduce manual effort
- Using QuickBooks Online to generate reports and manage cash flow
- Avoiding common invoicing mistakes that affect cash flow
Overview of the webinar
This session is ideal for those who have a basic understanding of QuickBooks Online but want to dive deeper into best practices for invoicing, payment management, and improving cash flow.
In this webinar, we will explore how QuickBooks Online can be used to create, manage, and optimize invoices and payments for better cash flow management. Attendees will learn about the practical tools available in QuickBooks Online, best practices for timely invoicing, and methods to automate and track payments effectively. Whether you’re new to using QuickBooks Online for invoicing or need tips to streamline your process, this session will provide you with actionable insights and real-life examples to enhance your business's financial health.
Who should attend?
- Business Owners: Particularly small business owners and solopreneurs who need to improve cash flow management.
- Finance Managers/Controllers: Those responsible for invoicing, accounts receivable, and managing business cash flow.
- Accountants & Bookkeepers: Professionals who use QuickBooks Online for clients or for their own businesses.
- Office Managers/Administrative Assistants: Who handle invoicing and payment tracking tasks for small to medium-sized businesses.
- Freelancers and Consultants: Who manage their own invoicing and cash flow but need more efficiency and accuracy.
Why should you attend?
Managing invoices and payments is more than just ensuring your clients pay on time; it’s about safeguarding your business’s cash flow. This webinar will teach you how to harness QuickBooks Online to streamline your invoicing process, track payments accurately, and avoid common pitfalls that could result in cash flow issues. If you're struggling with late payments or unclear on how to maximize QuickBooks Online features for cash flow, this webinar will provide you with essential tools and strategies to prevent these issues.
Fear, Uncertainty, and Doubt (FUD) Liner for Marketing Purpose:
- Are late payments and unpredictable cash flow putting your business at risk? Learn how to take control of your invoicing process and secure your cash flow with QuickBooks Online.
Faculty - Ms.Stacy Luft
Stacy Luft is a Fractional CFO and bookkeeper who helps solopreneurs turn financial data into actionable insights. With a hands-on approach, she simplifies bookkeeping, financial planning, budgeting, and cash flow management. Formerly a Financial and Operations Executive, she has strong leadership and analytical skills. Stacy holds degrees in Accounting and an Executive M.B.A. from St. Joseph’s University.
Professional achievements:
- Founder of CEO Business Balance, a resource for mastering financial management and sustainable business growth
- Fractional CFO and bookkeeper helping solopreneurs turn financial data into actionable insights
- Holds an A.A.S. in Accounting from Suffolk County Community College and a B.S. in Accounting and Executive M.B.A. from St. Joseph’s University
- Hands-on and practical approach with easy-to-understand concepts