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CLIENTS AREA

Click here to access your personalized Smartvault file

 

 

Training Material

 

1 .  On the Sales Side

  • How to turn an estimate into an invoice

 

https://www.youtube.com/watch?v=0xprlIiHUR8

 

  • How to receive payments in QBO- Provided you have created an invoice

 

 

  •  NEW ! Project Section : How to create Estimates and Invoices for your project

 

 

 

2 .   On the Expense Side

 

    

 

  • Getting ready to use Hubdoc

 

 

  • Getting ready to use Receiptbank