Introduction To Quickbooks With Customer And Receivables
4.5 (16 ratings)
Course Ratings are calculated from individual students’ ratings and a variety of other signals, like age of rating and reliability, to ensure that they reflect course quality fairly and accurately.
734 students enrolled

Introduction To Quickbooks With Customer And Receivables

Introductory QuickBooks Ideas Applied To Mastering An Account's Receivable Set Of QuickBooks Financial Records
4.5 (16 ratings)
Course Ratings are calculated from individual students’ ratings and a variety of other signals, like age of rating and reliability, to ensure that they reflect course quality fairly and accurately.
734 students enrolled
Created by Mark Smolen
Last updated 7/2018
English [Auto-generated]
Current price: $11.99 Original price: $19.99 Discount: 40% off
1 day left at this price!
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This course includes
  • 1.5 hours on-demand video
  • Full lifetime access
  • Access on mobile and TV
  • Certificate of Completion
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What you'll learn
  • Set up a QuickBooks company file
  • Use the most helpful tools in the software

  • Record the most common customer related transactions

  • use the most common customer reports
  • basic computer skills. general windows file management

This QuickBooks training course is a very basic introduction to QuickBooks. It teaches the most important tools and features of the QuickBooks software. With this method of learning, you will become an expert in QuickBooks very quickly. I will show every part of the QuickBooks file set up in a step-by-step method that will help you learn and remember every aspect of the QuickBooks set up.

After Learning how to set up a QuickBooks File, the area of QuickBooks that the course helps you master is "Accounts Receivable" and customer records. You will apply your special knowledge of the QuickBooks software to transactions and reports that manage your financial relationship with your customers.

You will learn how and when to record invoices and sales receipts when serving a customer. You will learn how to apply customer payments to open invoices. Most importantly, you will learn how to find and fix QuickBooks transaction mistakes.

This course is made with QuickBooks Desktop for windows. However, the ideas shown in this QuickBooks video instructional course apply to any version of QuickBooks for Macintosh, QuickBooks Online or QuickBooks Enterprise solutions.

Each QuickBooks video Includes:

1) Animated diagrams to help make the ideas seem so so simple!

2) A follow along file that you can download and open when watching the step by step instructions for each topic.

3) The clearest possible explanation for each topic.

4) A test at the end that I will grade as well as give feedback for

5) My personal attention as a QuickBooks instructor of over 2 decades!!

Contact me immediately if you have any Question or issue. I want all students to enjoy learning what they need.

Who this course is for:
  • This course is perfect for beginners to QuickBooks software
  • This course is perfect for bookeepers working in the customers and receivables area of QuickBooks
  • This course is perfect for anyone studying for the Certified QuickBooks user exam
Course content
Expand 17 lectures 01:32:29
+ Watch these video lectures and use the files to follow step by step
17 lectures 01:32:29

What is "Accounts Receivable"

It means mangaing the customer's financial records. Soemtimes it's connected to the General Ledger. But, someintems it has unique challanges that only relate to the customer's records. You can get an overview of this from this lecture video

Preview 03:45

You will learn how to add, edit and delete general ledger accounts to and from the chart of accounts in quickbooks. You will learn about "account types" and how to make accounts inactive and reactivate them.

Preview 05:21

In this video lecture, you will learn how to add many customers to your customer list all at once. You could add them one at a time but quickbooks gives you the ability to copy and paste your customer list from excel. This will save you time when converting to quickbooks from excel.

Input multiple customers at once

The Items List is a list of things that could be placed in the body of an invoice or receipt. Usually, it's products or services that a company sells. This video lecture will show you how to add, edit and remove items and make them inactive and reactivate them.

Manage QuickBooks Items List
Recording your first Invoice

In this video lecture, you will learn what the preferences window is and how to use it. It is important to be able to change the defaults, settings and automatic behavior of the quickbooks file you are working in. This video will show you ow to do that and more.

The preferences window

This video is a practice set exercise that allows the student to practice imputing invoices and fixing data entry mistakes. It is the first practice project of this course. It is very very simple.

Input invoice practice set

This video shows the basic aproach to finding and fixing data entry mistakes when entering invoices. The principals learned in this lecture apply to advanced situations for mistake fixing as well.

Fixing invoice mistakes

You will learn: how to, when, and what happens when you record a sales receipt in to quickbooks.

You will leanr about "Undeposited Funds"

Entering Sales Receipts
Using the Icon Bar

This is a mixed practice set where the student inputs invoices and sales receipts together from the transaction list.

After the data entry is done, students have to compare their results to the video and find and fix any data entry mistake

Mixed practice with receipts and invoices

You will learn how problem solving skills related to quickbooks data entry. Putting in only receipts and invoices will help show how to apply the proper logic when solving for data entry mistakes

Puzzle Question - invoice and receipt related puzzle

You will be able to record payments from customers for invoices sent for past jobs. This video shows only how to record EXACT payments. Payments that are exactly the same amount as the invoice.

You will see how these paymnets effect the customer reports and you will learn how to use the OPEN INVOICE REPORT.

Receiving payments for past invoices

This video shows what to do when customers give you payments in amounts that are different than the balance due on the invoice that they are paying for. You will understand the results in the reports and the customer records.

Receiving Arbitrary payments from customers

The journal report is the most useful when trying to find and fix mistakes that arise from entering the wrong date of a transaction. It is also very helpful in managing other parts of the quickbooks software

Fixing mistakes using the Journal report

This is the summary exercise that checks student's ability to do everything they learned in this course.

Students must do data entry and must find and fix their own mistakes

mix practice with customer transactions

This set of multiple choice questions will check if you really got the concepts and theory of what was taught in the course

Theary multiple choice questions
8 questions