Start in the QBO Advanced Sample company by following the link below. Note that you will need to do the "I am not a robot" step.\
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<https://qbo.intuit.com/redir/testdrive_us_advanced>

You must be completely logged out of your QBO account prior to opening the Advanced Sample company or it will just load your own QBO account.

Workflows in QBO Advanced are a set of automated tasks. You set up the conditions and then have the tasks done when the conditions are met.

You can set up custom workflows or choose one of QBO's many templates.

For this exercise, we'll set up a payment reminder workflow from the templates provided.

From the left navigation bar, hover over Workflows, then click "Templates".

Note that you may need to refresh the screen to see the templates. 

Keep in mind that many of the templates have similar names. Read carefully when proceeding with the next step.

If the Send payment reminder box is not showing, you may have to use the search bar to search for it.

Send reminders to customers to get paid on time.

It is important to give the workflow a name so that we can distinguish between them.

In the Workflow name field, type "Customer Payment Reminder".

The first thing that you'll need to specify are the actions you'd like QBO to take when the conditions are met. This workflow is set to send a reminder 3 days before the invoice is due. We will leave this as is.

We have specified that we want a reminder to go out, but how should this reminder be sent? We have several options, but for our purposes, we only want an email to be sent to the customer.

Uncheck "Create a reminder task in Tasks".

Finally, you determine what conditions need to be met for the automated workflow to run. Certainly, we only want this to apply to unpaid invoices, but let's say Craig is only concerned about timely payments for large amounts.

In the Select condition... field, select "Invoice balance due".

In the field showing Less than, select "Greater than".

In the last field, type "1000".

Note that you cannot save workflows in the Sample company. In a real life scenario, you would click "Save and enable."

QuickBooks is a widely-used accounting software developed by Intuit, designed to simplify financial management for businesses of all sizes. It provides a user-friendly platform for tasks like invoicing, expense tracking, payroll processing, and generating financial reports. QuickBooks automates many financial processes, making it easier for businesses to monitor their financial health, prepare taxes, and manage cash flow. With its various versions and integrations, QuickBooks caters to the needs of freelancers, small businesses, and larger enterprises, offering a flexible and comprehensive solution for efficient accounting and financial management.

app.qbo.intuit.com

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Scenario: Now that Craig is using QBO Advanced, you can incorporate some things you've been wanting to do to make things easier. Let's see how we can set up a workflow to send a payment reminder for his customers.

A.5.5 Create a Workflow

Using a Template

Setting the Actions

Setting the Conditions