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Set-Up QuickBooks for Service Oriented Business

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 receipt or a piece of paper showing the client, their payments, their balance, and what they are in arrears PLUS the sessions they have attended–HELP
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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Ruth Perryman - QuickBooks Specialist Written by +Ruth Perryman, CMA, CFE, CFM, MBA

Ruth is the president of The QB Specialists, Inc. and has provided QuickBooks help to thousands of businesses around the world since 1996. She is an Intuit Solutions Provider, an Advanced Certified QuickBooks ProAdvisor, and a member of the Intuit Trainer/Writer Network. She is also certified in QuickBooks Point of Sale and QuickBooks Enterprise Solutions.

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