QuickBooks Online: Working with Customers and Sales
Everything you need to know to manage your Clients, from Estimate to Invoice to Payment to Deposit
Ratings 4.70 / 5.00
What You Will Learn!
- Create new Customers and manage your Client list
- Make Sales Receipts
- Create Estimates
- Send Invoices
- Receive Payments
- Take Deposits on work to be performed
- Charge and remit Sales Tax
- Make Bank Deposits
- Track Barter trades
- Take Credit Cards
- Give Refunds
- Create Credit Memos
- Make Bank Deposits
Description
Learn QuickBooks Online! In this 2.5-hour course, business owners and bookkeepers will learn the correct way to manage their sales transactions in QuickBooks Online.
You'll create and manage your Customer List so that you can keep track of your clients.
We’ll talk about the correct way to enter your sales income from Customers, from Estimates to Invoices to Payments to Deposits. We'll explore each feature in detail, from typical use to special situations.
As a QuickBooks ProAdvisor and member of the Intuit Trainer/Writer Network, I’ve assisted hundreds of small businesses to learn to use QuickBooks Online properly, saving them time and money.
Complete this course and earn 2.5 CPE Credits!
Who Should Attend!
- Business owners and employees who maintain their company’s financial records
- Entrepreneurs and new business owners who are just getting started, and want to make sure they have solid business knowledge so that they can succeed
- Bookkeepers and Accountants who wish to brush up on their skills
- Students and job-seekers will boost their employment marketability
- Seasoned users looking to glean essential nuggets of information to make using QuickBooks easier and faster than before
