Manage Workflows in QuickBooks Advanced

Like a kid in a candy store, there seem to be more and more things popping up in my accounting platform. One that I have been excited about because it allowed me not to have to add an app because the feature is "baked in" is the new Manage Workflows.

When you work with attorneys, the billing can be a significant pain point. I am very fortunate to have partnered with a company like LeanLaw. LeanLaw is my preferred application for tracking the time and billing for attorneys. The best part about any app that you add to your workflow is picking one that has a great team behind it. The team behind the app, LeanLaw, is nothing short of amazing! They listen to feedback, and the program continues to grow and evolve.

Layering LeanLaw with QuickBooks Online Advanced has been my perfect workflow. To read about my specific workflow, click here.   With the new Manage Workflows and we have more automation! Here are the different workflows currently in the product (access them via the gear wheel):

Payment Due Reminder This one is used to let customers know their payment is due

Overdue Invoice Reminder Add a custom message to a late invoice

Payment Received Send your customers an email when you receive the payment

Pay Vendor Reminder Remind yourself, or your team with a vendor bill is due

Bank Deposit Reminder Remind yourself or your team to record bank deposits

Automatically Send Unsent Invoices Automatically send your customers invoices that haven’t been seen yet

Unsent Invoices Reminder Remind yourself or your team to send unsent invoices to customers

In many law firms, invoicing and billing can be a bear! This new technology eliminates a need for manual work, decreases staff hours, and frees up the admin or accounts receivable clerk to do something else more valuable for the firm. The reminders in workflows help to keep the accounting more accurate and up-to-date, especially in the larger law firms that have multiple users doing the same tasks.

With any new feature or task, be sure to test it out, especially when it comes to the "send unsent invoices" workflow. Be sure you are aware of what may be sent before clicking the enable button.

I hope I was able to teach you a little about the new Manage Workflow feature.  It sure has my wheels spinning on what other workflows can I suggest to make QuickBooks Advanced even better and help my clients automate more mundane tasks.

As always, if you need help with any of these features or with QuickBooks, feel free to reach out.  I would love to help you!  Call us today 239-349-2004

Lynda Artesani

Lynda Artesani is the president of Artesani Bookkeeping where she uses her expertise and organizational skills to help her clients thrive and become profitable. Lynda is a member of the Intuit Trainer Writer Network. She is an alumni member of the Intuit Advisory Board. Additionally, she is the first Expert Columnist for the QB Community forum. She is also a co-founder in a Facebook group called QB Community Live!