Customers

You can add a company logo on your invoices

• Maybe

• False

• True

What are the steps on how to delete a project?

• Go to Expenses>>select the project you wanted to delete>>click the dropdown arrow under the actions column of the project you wanted to delete>>select Make Inactive>>click Yes to confirm

• Go to Sales>>select Projects>>Open the project you wanted to delete>>click the dropdown arrow>>select Make Inactive

• Go to Projects>>click the dropdown arrow under the actions column of the project you wanted to delete>>select delete>>click yes to confirm

Common Invoice Statuses: Your customer opened but didn’t pay the past due invoice.

• Open (Viewed)

• Overdue(Viewed)

• Overdue(Sent)

If you have duplicate customers, you can ____ their profiles. This deletes one profile and moves their existing data into the profile you want to keep.

• delete

• merge

• change

Below are the types of transaction we can associate to a Project, except;

• Bill

• Time

• Bank Rule

In the classic invoice and new layout, the following are the steps in printing packing slip, except..

• Sales tab >>  Invoices >> dropdown below action >> print packing Slip

• Gear icon inside invoice >> Manage >> Print Packing slip

• Open the existing invoice>>Bottom Panel>>Print Packing Slip

When you record _____ payments, QuickBooks applies the payment to the invoice line items in order. Additional payments apply to the next line items until the payment is complete.

• partial

• full

• deleted

Below are the steps on how to create an invoice, except:

• +New>>Invoice>>>fill out the necessary information such as customer name, products/services, date and etc.>>>once done, save or save and close, or save and send.

• Click Sales tab>>go to invoices tab>>click create invoice>> fill out the necessary information such as customer name, products/services, date and etc.>> once done, save or save and close, or save and send.

• Click the gear icon>>select invoices>>select the customer>>enter the product/service>>.>> once done, save or save and close, or save and send.

Your company info automatically appears in sales form _______.

• headers

• table

• footers

All customers need to pay sales tax, like churches, schools, and other non-profit organizations.

• Maybe

• True

• False