Step 4 of 9: Getting Started with Quotes

Welcome to the dESCO onboarding program covering the primary modules of ESC. In this session we will review the modules in Sales Invoicing: Quotes

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Terminology:

  1. DepartmentJob Class in Quickbooks
  2. Sales Person: Person receiving Commission
  3. Billing Code: service Items
  4. On Hold: Invoice does not push to accounting package and can be edited
  5. Item: Billing Code, Part Code, History Code
  6. Part Code: Inventory Item
  7. Pre-Payment: Deposit on a Quote or Invoice
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