QuickBooks Online: Working with Customers and Sales
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QuickBooks Online: Working with Customers and Sales

Everything you need to know to manage your Clients, from Estimate to Invoice to Payment to Deposit
4.1 (7 ratings)
Instead of using a simple lifetime average, Udemy calculates a course's star rating by considering a number of different factors such as the number of ratings, the age of ratings, and the likelihood of fraudulent ratings.
27 students enrolled
Last updated 4/2016
Current price: $10 Original price: $30 Discount: 67% off
5 hours left at this price!
30-Day Money-Back Guarantee
  • 3 hours on-demand video
  • Full lifetime access
  • Access on mobile and TV
  • Certificate of Completion
What Will I 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
View Curriculum
  • 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!

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 is the target audience?
  • 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
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Curriculum For This Course
32 Lectures
Creating a Chart of Accounts
5 Lectures 16:49

Your Chart of Accounts is the backbone and foundation of your QBO. What is it, and how do you use it?

Preview 02:27

Let's take a look at QBO's Accounts Payable and Accounts Receivable accounts.


Learn the difference between Long Term Liabilities and Other Current Liabilities.

Liabilities & Undeposited Funds

Set up your Income accounts to track your company's revenue streams.

Income Accounts

Sometimes a company has other income and expenses besides the way you make your money. Use Other Income and Other Expenses so that they have a place to be tracked.

Other Income and Other Expense

Creating a Chart of Accounts
8 questions
Working with Lists
2 Lectures 05:54

Set up the payment methods your company accepts.

Payment Methods

If your clients are on payment terms, set them up here. It can be as simple as Net 15, or as complex as "If you pay within 10 days we'll give you a 5% discount."

Defining Products and Services
4 Lectures 19:31

The Products and Services list is where you create all the items that will appear on Estimates, Invoices, Sales Receipts, Checks and Bills.

Preview 03:29

Services are the problems you solve for your customers. Set up your lists of Services with pricing and default descriptions.


If you sell tangible goods, add these Products to the lists so that you can track how much you buy and sell them for.


If you need to know how many Products you have in stock so that you don't run out, here's how to manage your Inventory.

Setting Up Inventory

Defining Products and Services
7 questions
Working with Customers
19 Lectures 02:17:59

See all your Customers in one place, along with quick lists of who owes you money...and how long they've been overdue.

Working with the Customer Center

QuickBooks Online has specific Sales settings that can be turned on and off depending on how your company makes its money.

Sales Settings

Add your Customers and their projects to your master list.

Adding New Customers

Sometimes you don't want to save every customers by name. Create role-based Customer groups like "Website" and "Walk-in."

Preview 02:52

If you haven't seen a client for several years and you don't need their name on your list anymore, here's how to inactivate them. They're not gone, just hidden.

Inactivating/Deleting Customers

Occasionally a Customer is entered twice. Maybe there was a typo, two different employees entered them differently, or you have both the company name and contact entered separately. Here is how to merge two Customer records into one.

Preview 02:48

Working with Customers: Part 1 (a-f)
12 questions

If you take payment immediately, enter the entire transaction in one step.

Sales Receipts

If you provide a service and the client pays later, here's how to make Invoices and track what's owed to you.


When a customer pays, apply that money to one or more outstanding invoices.

Receive Payments

Occasionally a client overpays. Here's how to manage the extra money.


Not every customer is a happy customer. If you have to refund their money, use these steps and do it correctly.


If you give store credit, here's how to keep track of that money on behalf of the customer.

Credit Memos

If you put in bids for projects, create an Estimate so that the customer knows what to expect. Once it's been accepted, you can turn it into an Invoice in just a click!


If you take Deposits on work to be performed, or work on retainer, here's the right way to manage the money.

Taking Deposits

One of the most confusing steps is grouping your customer's payments so that they match your bank statement. There's an easy way to do it, which will save hours of time when you reconcile your bank account.

Making Bank Deposits

Do you barter and trade services with Customers and Vendors? If so, there are distinct benefits to reporting the income and expense, instead of working under the table. Here's how to manage Bartering on the up-and-up so that the IRS doesn't red flag you.


Change the appearance of your Sales Forms including Invoices and Sales Receipts. Change the style, font, color, and which fields show up.

Customizing Invoices & Sales Receipts

Now that you've watched over 90 videos, we don't want you to get lost in all the details. Watch this overview of a typical business workflow to see how to work with a customer from providing the service to putting the money in the bank.

Preview 07:05

If you incur expenses on behalf of a client and then they reimburse you, mark them as Billable so that they appear on your next invoice.

Marking Expenses as Billable
Running Reports
1 Lecture 02:17

Keep track of your Customers and the money they owe you with this set of reports.

Accounts Receivable Reports
Special Topics
1 Lecture 07:41

It's best to use QuickBooks Online if you do a little bit every day, instead of waiting until the end of the week or the month. It's much faster and easier.

Daily Bookkeeping
About the Instructor
Alicia Katz Pollock
4.3 Average rating
132 Reviews
549 Students
9 Courses
QuickBooks ProAdvisor with a Masters Degree in Teaching

Over 30 years ago, when she was 13, Alicia Katz Pollock received her first computer, an Apple IIc. She immediately designed a database for her father’s dental practice to automatically send postcards to his patients every 6 months to come in for a checkup and cleaning. Her passion for computers grew as she did.

A natural teacher, Alicia earned her Master of Arts in Teaching, but instead of turning to the public schools, she developed computer curricula.

She blends the skills of technology, the art of communication, the patience of a trainer, the wisdom of a business consultant, and the detailed eye of an obsessive-compulsive to bring you the finest in business solutions.

Alicia’s certifications include:

  • QuickBooks Certified User
  • Intuit ProAdvisor
  • Microsoft Certified Trainer
  • Apple Consultants Network
  • Apple Certified Support Professional, 10.5
  • Apple Certified Support Professional, 10.7
  • Apple Certified Support Professional, 10.10
  • Microsoft Certified Application Specialist in Word, Excel, Access, PowerPoint, and Outlook
  • Microsoft Office Specialist, Master Level