Thanks so much for that!!! I am in the process of transitioning from full time out of home work to stay at home VA. I am trying to absorb as much as I possibly can so that I can be a success. That was so helpful and is making me lean towards QB having seen what you can do with it. Thanks again.

Fantastic job and very easily understood!

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Dawn Riley
A Virtual Assistant in Paradise
Our business is about making yours better

Thanks so much for sharing, it was really clear how to do it even if you don't have Quickens, you could do this by creating your own system.

I hope you will continue to share again, your financial expertise is appreciated!

thanks,

Lara

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Lara
Prairie Dog Communications Virtual Assistance LLC

Wow...this was great! Thank you for sharing. I'm confused, tho. If you bill for a retainer, then another bill for what they used - how is this not billing twice? How do you handle the unused portion of $100 with the client. I'm sure I wouldn't be happy about paying $100 for something I didn't use.

Originally Posted by VY925

Wow...this was great! Thank you for sharing. I'm confused, tho. If you bill for a retainer, then another bill for what they used - how is this not billing twice? How do you handle the unused portion of $100 with the client. I'm sure I wouldn't be happy about paying $100 for something I didn't use.

In the tutorial it shows billing and receiving the retainer, then creating an invoice showing actual hours used at the end of the month, you then issue a credit to apply towards that invoice for the amount of the retainer received, so you are not double-billing.

Most VAs don't rollover un-used retainer hours, therefore they keep any un-used portion of the retainer. This is up to you though, and how you have your billing polices set up. It is up to you to decide whether or not you rollover any unused portion of the retainer.

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Rebecka Melson ~ Virtual Business Services

My favorite 4 letter F word (FREE). I'm getting a new computer in a couple of weeks, I'll have the IT folks download it and set it up for me.


Thanks Rebecca. The tutorial was been really helpful.

Until now I've never seen Quickbook's format - I use Sage software. Quickbook looks very user friendly and self explanatory. I'm going to start checking it out.

Thanks a million

Me again - I was just about to ask what software you used for your tutorial and I see you posted it back in September 07 - Thanks a million

Rebecka,

That is a very good tutorial. I can absolutely tell you know 100% what you are teaching and talking about. The screen was clear, you used your mouse pointer to bring the attention to certain areas of the screen you wanted to focus on. Overall, very nice job.

I recently created some training videos for a client (so that he can train his employees on certain program) and I used Jing Project. I think I may try out the program you used you the next time I do a training video. While Jing Project is a great product (and FREE), you can only record for up to 5 minutes.

Nice job

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Darlene Victoria Gonzalez
My latest projects

Thank you Darlene, I appreciate the feedback.

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Rebecka Melson ~ Virtual Business Services