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Taxdone
May 6, 2024
Question

Fast and easiest way to invoice to clients and track the payment received from same clients

  • May 6, 2024
  • 1 reply
  • 0 views

Hello guys

I am looking for options about to start Customer Invoices and Invoice Tracker.

I am an Accountant and using Quick books Premier 2024 and I want fast and easiest way to email invoices to my clients and then track them. I am looking for 3 options and pick one which is fast and easiest.

(1) I am thinking to create invoices in the Microsoft word application and then track through Microsoft excel by first record the invoice then payment in the same line.

(2) Use the feature of Quick books Premier 2024 which seems more work then the above 1st one.

(3) Buy Quick books Easy Start or Essential just for this purpose and do the work, although I am not familiar with Quick books Easy Start or Essential.

Out of above 3 options which should I choose? Thank you fall or your help.

 

 

 

1 reply

J
JamesM4
May 6, 2024

Hi there, 

 

Welcome to the Community. QuickBooks is a flexible program that helps you streamline your accounting with ease. I'll be happy to steer you in the right direction so you can get back to doing what you enjoy. 

 

Based on what you've described, I see you benefiting more by looking into third-party apps on our site desktop.apps.com. I recommend choosing an app that suits your business needs based on the app description/reviews. 

 

Let me know if you have other questions by leaving a comment below. I'll be here.

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