Adding customer to waitlist on QuickBooks Desktop Examples | Page Flows (video & 8 screenshots)

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In this video

00:00 Home
00:04 Add customer
01:32 Home
01:36 Shortcuts
01:38 Customers
01:41 Customer activity
01:43 Customer details

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Adding customer to waitlist 8 Screens

Adding customer to waitlist screenshot

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Home

Adding customer to waitlist screenshot

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Add customer

Adding customer to waitlist screenshot

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Add customer

Adding customer to waitlist screenshot

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Home

Adding customer to waitlist screenshot

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Shortcuts

Adding customer to waitlist screenshot

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Customers

Adding customer to waitlist screenshot

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Customer activity

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Customer details

General browsing 63 Screens

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Home

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Create invoice

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Select customer

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Add details

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Add product

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Create invoice

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Enable payments

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Enable payments

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Enable payments

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Add business info

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Add business info

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Confirm exit

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Add instructions

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Add details

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Add attachment

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Select image

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Add attachment

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Uploading

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Add details

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Home

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Activity feed

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Search

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Invoices

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Filter

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Filtered results

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Analytics

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Analytics

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Analytics

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Analytics

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Share feedback

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Feedback submitted

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Analytics

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Guide modal

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Cash flow

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Loading

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Success

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Planner

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Add event

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Set schedule

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Add event

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Guide overlay

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Planner

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Guide overlay

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Shortcuts

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Transactions

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Action menu

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Select bank

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Shortcuts

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Open an account

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Expenses

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Create expense

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Add details

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Select payee

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Add details

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Expense created

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Expenses

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Shortcuts

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Help centre

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Chat bot

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Chat bot

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Shortcuts

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Settings

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Home

CRM 26 Screens

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Shortcuts

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Customers

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Customer activity

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Create menu

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Enable Bluetooth

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Add receipt

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Add details

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Add item

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Receipt

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Customer activity

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Map

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Customer details

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Edit customer details

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Add note

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Edit customer details

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Customers

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Filter

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Filtered results

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Search

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Customers

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Action menu

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Import contacts

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Import complete

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Contacts

Onboarding 35 Screens

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App store listing

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Splash screen

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Enable notifications

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Start screen

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Sign up

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Password validator

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Verify phone number

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Enable Face ID

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Enable Face ID

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Add business info

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Enable location permissions

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Onboarding question

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Onboarding question

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Select goals

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Loading

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Setup complete

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Setup complete

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Loading

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Discount offer

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Subscribe

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Purchase successful

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Subscription successful

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Home

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Guide modal

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Select customer

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Add customer

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Create invoice

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Select product

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Create product

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Create invoice

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Home

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Select bank

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Transactions

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Adding expenses 19 Screens

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Enable camera

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Scan receipt

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Scan receipt

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Scan receipt

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Confirm photo

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Uploading

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Receipt uploaded

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For review

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Processing

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For review

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Review receipt

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Add account

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Review receipt

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Select category

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Review receipt

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Saved

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Create expense

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Connecting an integration 10 Screens

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My business

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Select bank

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Search

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Connect integration

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Connect integration

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Connect integration

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Select accounts

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Error

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Transactions

Creating an invoice 36 Screens

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Home

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Create invoice

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Add customer

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Add details

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Add product

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Create product

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Tax setup

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Add business info

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Add details

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Add instructions

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Add details

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Add details

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Add details

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Add message

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Preview

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Customize appearance

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Select font

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Select color

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Update details

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Error

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Preview

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Add details

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Send invoice

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Invoice sent

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Guide popover

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Guide modal

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Create estimate

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Enable contact access

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Add customer

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Add product

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Add product

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Estimate

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Preview

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Send estimate

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Estimate sent

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