QuickBooks Online: Working with Customers and Sales

  • Course provided by Udemy
  • Study type: Online
  • Starts: Anytime
  • Price: See latest price on Udemy

Course 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!

Expected Outcomes

  1. Create new Customers and manage your Client list
  2. Make Sales Receipts
  3. Create Estimates
  4. Send Invoices
  5. Receive Payments
  6. Take Deposits on work to be performed
  7. Charge and remit Sales Tax
  8. Make Bank Deposits
  9. Track Barter trades
  10. Take Credit Cards
  11. Give Refunds
  12. Create Credit Memos
  13. Make Bank Deposits