This article describes Accounts Receivable and outlines typical A/R workflows available in QuickBooks Desktop.

Getting Started

What is Accounts Receivable?
The record of money owed to your business for goods or services; that is, invoices for which your business hasn't received payment yet. Accounts Receivable is called A/R for short. (Even though the word "accounts" is plural, QuickBooks uses a single account on the chart of accounts to track all outstanding invoices.)

What is QuickBooks' Accounts Receivable account?
An account that QuickBooks automatically adds to your chart of accounts the first time you write an invoice. QuickBooks uses this account to track the money owed to your business. When you write an invoice or receive a payment from a customer, QuickBooks records the transaction in the register for your Accounts Receivable account.

Your chart of accounts lists the type of this account as "Accounts Receivable." If you need to use more than one of this type of account in your business, you can add additional "accounts receivable" accounts to the chart. When you have more than one accounts receivable account, QuickBooks lets you choose the account you want to use when you write an invoice or enter a customer payment.

What are the terms used synonymously to A/R?
Notes, Collectibles

The A/R workflows

There are five usual A/R workflows available in QuickBooks Desktop. To record your A/R transactions, choose one workflow that suits your business process and follow the steps in creating each transaction from your selected workflow.

The Workflow transactions

This section provides you with detailed steps on creating the transactions for your selected workflow.

Note: When you create Sales Receipts, Estimates, Sales Orders, Invoices, Credit Memos and other forms, QuickBooks auto fills the document number with the next number in that document's number queue. If the auto filled number is not the number you want, you need to create and save a new document. This is the only way to reset the document number queue.

Other customer-related transactions and tasks

These are not part of your usual A/R workflow but you may find these other Customer-related transactions and tasks useful.