Money In: Sales & Customers in QuickBooks Online Advanced

In this course you'll discover how to setup customers, services, and workflows in preparation to makes sales in your company. You'll also learn how to create sales transactions including estimates, invoices, batch invoices, sales receipts and more.

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Use an icon and text to communicate the value proposition and share the specific benefits of your offering. What makes it unique in your market?
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Use an icon and text to communicate the value proposition and share the specific benefits of your offering. What makes it unique in your market?

Course curriculum

1. Survey
2. Course Introduction
3. Switch to Accountant View
1. Small business sales process overview
2. Getting ready to make your first sale
1. Add Services for sale
1. Customers in QuickBooks Online
2. Add a new customer
3. Importing Customers from MS Excel
1. Add a custom sales user
1. Add custom fields to invoices
2. Setup Tags for sales
1. Invoicing customers Part I
2. Invoicing customers Part II
3. Invoicing customers Part III
4. Invoice approval workflow
5. Unsent invoice reminder workflow
6. Send payment reminders to customers
7. Receiving payments and Undeposited Funds Overview
8. Receive customer payments
9. Making a bank deposit
10. Set bank deposit reminder workflow
1. Enter a sales receipt
1. Batch invoices
1. Credits and refunds overview
2. Managing credits and refunds workflows
3. Refund receipts workflow
4. Credit memo workflows
5. Delayed credits workflow
1. Introduction to delayed charges
2. Create delayed charges for customers
3. Create invoices from delayed charges
1. Introduction to Estimates
2. Create and convert estimates to invoices
3. Progress invoicing
1. Survey
2. Next steps...

About this course

Free
37 lessons
1 hour of video content

Money In: Sales & Customers in QuickBooks Online Advanced

Image & text (with CTA)

Icons & text

Icon & text

Icon & text

Icon & text

Course curriculum

Introduction

Sales & Customers Overview

Setting up Services

Adding Customers

Custom user: Sales role

Setup Advanced Sales Features

Invoicing customers

Enter Sales Receipts

Batch sales transactions

Managing credits and refunds for customers

Delayed Charges for customers

Estimates and progress invoices

Conclusion

About this course