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Everything you need to know to manage your Clients, from Estimate to Invoice to Payment to Deposit
Lectures 32
Video 3 hours
Skill Level Beginner Level
Languages English
Includes Lifetime access
30 day money back guarantee!
Available on iOS and Android
Certificate of Completion

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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!

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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

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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

Full details

Alicia Katz Pollock
QuickBooks Online: Working with Customers and Sales
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