QuickBooks Online: Working with Customers and Sales
What you'll 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
Requirements
- You will need a subscription to QuickBooks Online. Note that if you want the Essentials or Plus versions, we can help you get a 20% discount!
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 this course is for:
- 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
Instructor
- 4.4 Instructor Rating
- 1,344 Reviews
- 18,017 Students
- 20 Courses
Recently named a Top 10 ProAdvisor, Alicia is a highly accomplished QuickBooks coach.
Her diverse background--including a Masters in Teaching, published books, and decades of business consulting--make her the perfect guide for anyone seeking to improve their QuickBooks skills.
Alicia is known for her patience and commitment to seeing her clients succeed, so you can trust her to help you achieve your goals with QuickBooks.
Her skillful approach to coaching will make navigating QuickBooks a breeze for anyone seeking to enhance their financial management skills.