Concepts¶

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Accepting payments, dues, billing clients, etc

Add customers
Add an item
Create invoice

Email invoice to customer
Receive payments for the invoice created

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Business Analytics

Generate financial reports.

Choose reports - Balance sheet and PnL
Run year-end reports summarized by customer

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Manage Inventory

Tracking quantity on hand, restocking, reordering

Add inventory item
Create invoice using above item
Query inventory quantity

qbo/docs/pay-bills.svg

Pay bill and make a bill payment

Add a vendor
Add a service item
Create a bill using the above service item

Create a bill payment to make payment for the bill created above
Add vendor credit for excess payment made