 In our QuickBooks online test company file using the account and view as opposed to the business view You can toggle between the two views by going to the cog up top and switching the view down below We're gonna duplicate some tabs to put reports in by going to the tab up top and duplicating it and then we're gonna Right-click on that duplicated tab to duplicate it again back to the tab to the middle go into the plus drop down I'm starting at the plus drop down we want to go to the reports down at the bottom and Open up the balance sheet report tabbing to the right back to the reports on the left This time the profit and loss or income statement closing the hamburger changing the range oh one oh one two three tap twelve three one two three and Running it to refreshing it and tabbing to the middle in it and then closing the handbook in it and then Changing the range in it. Oh one oh one two three tap twelve three one two three tab running it to refreshing it and So there we have it. So let's go back to the first tab. We've been taking a look at these reoccurring transactions We set up a couple last time. Let's review them. We're gonna go into the cog drop down up top We go into these recurring transactions. I call them reoccurring trend, but they're recurring There's no a apparently but in any case we set up two of these. We've got the sales receipt We've got the invoice now the sales receipt if we can set that up from our side from the collection side would typically be beneficial to us because if we can Legitimately set that up and get the permissions and everything to do so that would be more of an automatic type of system You can imagine basically if you have a subscription type of model to basically pay us kind of automatically that would be great but the other Choice would be the invoice which gives more leeway to the Recipient to see how they're gonna be setting up their options. So we sent both of these out now Let's take a look at what the email looks like. So this is the sales receipt. I email We have the default email that we set up dear j customer. Please review the sales receipt below We appreciate it very much have a great day and then down below we have the sales receipt And so the payment basically happening, you know automatically and they also have their attachment here for the sales receipt That they can print out. So that's great. Let's take a look at the invoice So the invoice take looks like a normal kind of invoice process, right? So we so so now It's not just an automatic payment We weren't able to set up basically the automatic payment So they get the invoice on their side and then they're gonna have to take action like a normal invoice So we have the dear j customer. We appreciate your business Please find our invoice details here. Feel free to contact us. Have a great day and then the So here's the bill to the interval every month the terms net 30 and Here's the information on The services and then we have the review and pay here and we also have the review and pay up top So let's go into the review and pay and check that out So we have their normal kind of set up options that they have they got the debit They've got the credit bank account These are through the payment options that we set up So we would have to have the recurring payments that we set up as well as the QuickBooks payment Options to be given them this many payment options like we saw in prior presentations Let's check out if I go to the credit card, of course, we've got the credit card number the name Save payment method for faster future payments So they can sign in and basically save their payment method and then down here We have the auto so it says pay this invoice on time every time and they could set up the auto payment So if they set up the auto payment Then our auto invoices you would think would be similar to the sales receipts in which case they would be paid kind of Automatically, but you can see it takes that added step on The customer side to to set it up with the invoice as opposed to the sales receipt. All right back to QuickBooks over here Let's take a look at we've received one of these payments on our side So let's go back into the hand buggy and let's go down to the sales items and take a look at these are our sales transactions, so I'm in the sales transactions and If I scroll down we can see this one This is the sales receipt that we received here with an auto-generated sales receipt that it gives us in the memo So if I go into that or click on that it gives us the information on the side