Setup for Tutoring Business in QuickBooks

Tutoring business how to be able to set it up to invoice, track time, and send statements for clients.

Tutoring business starts by “selling” a package of tutoring hours to a client. They’ll usually pay as they go along. Create monthly statements so customers can see how much they still owe, how many hours they have left in their package, etc. Sell a tutoring package with payment up front, pay as you go, and track time and statements to send them.

Best way to record and monitor Tutoring hours is thru sales order

Create Item- Type Service – Tutoring Hours

Item Creation

Create sales order for the Total Tutoring hours intially contact for

Sales Order

Receive Payment thru Customer Payment as no invoice is listed these payments will appear as Negative in AR.

Payment

Customer Balance

When tutoring is done for some hours then create invoice from sales order.

Create invoice

Quickbooks will give message to choice from, select “create invoice from one or more sales order(s)”.

Then select the respective sales order

Quickbooks will give message to choice from select “create invoice for selected items”.

In the next window in “To invoice” enter the hours you have completed Tutoring. Caution – By default it will have all balance hours so please correct the hours otherwise it will create invoice for the entire balance hours.

This will create invoice for the hours you have completed Tutoring and also reduce Backorder quantity.(which are balance hours out of total tutoring hours). At the same time it will also reduce negative AR.

Create Invoice from Sales order

Create Invoice Select sales order

Create Invoice Select sales order for selected item

Create Invoice selected item

Create Invoice selected item change Hours To Invoice

Created Invoice

Created Invoice Apply to payment received to reduce Negative AR

Created Invoice Apply to payment received to reduce Negative AR credit applied

Customer Balance after invoice and applying credit to it

This report will show all the clients but for sending report to one client you can filter the report

Report on Hours

 

Customized report-> Filter-> Name ——(Then type or select the name of the client)

You export this in excel and send to client.

Report filter option

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