Question: I have a counseling agency. I have clients that sign up for programs that are a certain length, with a certain number of sessions. Clients pay for the sessions as they attend. Being a counselor...how do I make Quickbooks Pro work for me? I would like to have a sales reciept or a piece of paper showing the client, thier payments, thier balance, and what they are in arrears PLUS the sessions they have attended--HELP


Answer:
I recommend using Timesheets:

1. You may need to set your Preferences to Track Time first (Edit -> Preferences -> Time & Expenses -> Company Preferences).

2. Enter your time at Customers -> Enter Time -> Use Weekly Timesheet.

3. Invoice your timesheets at Customers -> Invoice for Time & Expenses. As the name implies, you can also invoice for your job expenses by entering the customer/job on bills or checks and making them billable.

If you receive any payments for a session, enter it at Customers -> Enter Sales Receipts, and don't make the time billable on your timesheet.

You can then provide sales receipts for cash/check paid on the spot, invoices for one or more unpaid sessions, and statements for more than one unpaid invoice.

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Written by Ruth Perryman, CMA, CFE, CFM, MBA, DPA (ABD)

Ruth is the president of The QB Specialists, an Intuit Solutions Provider that has helped thousands of businesses throughout the United States, Canada and even the Caribbean get the most out of QuickBooks since 1996. Ruth has over 20 years of industry experience, including 5 years as a Chief Financial Officer. She is an Advanced Certified QuickBooks ProAdvisor and a member of Intuit’s Trainer/Writer Network. She is also certified in QuickBooks Point of Sale and Enterprise.

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