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QUICKBOOKS TUTORIAL Get started with customer transaction workflows in QuickBooks Desktop SOLVED • by QuickBooks • QuickBooks Enterprise Suite • 7 • Updated July 03, 2020 Learn the different ways you can track customer transactions in QuickBooks Desktop. Here’s how to record common customer transactions in QuickBooks Desktop. Following these workflows can help you organize your cash flow, and track sales, receivables, and profitability more accurately. Workflow 1: Invoice - Payment - Deposit Follow this workflow if you provided a product or service and your customer plans to pay later. Once your customer pays, you can record the payment in QuickBooks to close your customer’s invoice or reduce the balance. 1.       Create an invoice 2.       Record the invoice payment 3.       Deposit your customer’s payment Workflow 2: Sales Receipt - Deposit Follow this workflow if your customer pays you on the spot for a product or service. 1.       Create a sales rece