Understanding Your Workflow in QuickBooks Online Bookkeeping Services

Whether your organization has two employees or two hundred, it’s important to keep track of your workflow.

Especially in the days of the hybrid workplace, there are dozens of workflow tracking applications to choose from, but did you know that you can accomplish this task with software that your non-profit or small business already has: QuickBooks Online?

Let the team at Good Steward Financial Company show you how!

Good Steward Financial Company is a small business and nonprofit bookkeeping service that specializes in helping small organizations like yours keep your finances in order so that you can focus on what matters most: your mission.

Our unique, customized methods for bookkeeping for non-profits and small businesses, include full-service bookkeeping and accounting, 501c3 services, fractional CFOs, payroll processing, cash flow management, and QuickBooks bookkeeping services.

Good Steward’s team members are QuickBooks experts, and we are dedicated to helping you get the most out of your software!

How to Create a New Workflow with QuickBooks Bookkeeping Services

QuickBooks Online is a common software for bookkeeping for nonprofits and small businesses. While you may already be familiar with its usefulness as a bookkeeping tool, it has other helpful features.

QuickBooks Online Advanced gives users workflow management tools that allow them to send timed reminders to employees and clients alike. These automated reminders free up valuable manpower so you can focus on other elements of the organization!

QuickBooks Online Advanced offers a variety of workflow types, including:

• Sending invoices
• Invoice approvals
• Unsent invoice reminders
• Payment reminders
• Payment confirmations
• Overdue invoice notifications
• Bank deposit reminders

You also have the option to create a custom workflow if none of the templates available suit your needs.

But how do you set up a new workflow? Follow these simple steps:

1. Open the Workflows menu.
2. Select Templates.
3. Once you find the template you want to use, click Create.
4. Name the workflow.
5. Go to the Conditions section and select the conditions for your workflow to begin. If you need to set multiple conditions, click Add Condition.
6. Go to the Actions section and select the actions for QuickBooks to execute when the conditions have been met.
7. Select the checkbox for how reminders will be sent, either via email or mobile notification (which is available if the recipient uses the QuickBooks Online phone application).
8. Edit reminder messages and subject lines as needed.
9. Change variables as needed by entering # and selecting a variable to change (i.e. name, due date, payment amount).
10. Click Save and Enable.

How to Manage Your Team’s Workflow with QuickBooks Online Bookkeeping Services

Once you’ve set up your QuickBooks workflows, you will want to manage and track them.

To see active tasks for your team, open the task menu. There, you will find prompts for the tasks to be done. For example, you will have the option to approve or deny an invoice or mark custom tasks as complete.

In order to edit a workflow:

1. Open the Workflow menu.
2. Open the My Workflows tab.
3. Select the Actions menu.
4. Pick an option from the dropdown menu, including edit, turn off, and delete.

QuickBooks Full Service Bookkeeping with Good Steward Financial Company

If this information was helpful, we have more to share! Good Steward Financial is so confident in our QuickBooks Online bookkeeping services that we are offering a FREE QuickBooks review.

Let our experts take a look at your current QuickBooks setup and help you optimize your software for the most accurate, actionable financial information possible!

In addition to QuickBooks full-service bookkeeping, we also offer other small business and 501c3 services, including annual audit assistance, payroll processing, and fractional CFO services.

As a nonprofit bookkeeping service based on Christian principles, you can trust in our integrity, dedication, and excellence!

Contact us today to get your free QuickBooks review!