Money In: Sales & customers in QuickBooks Online

In this course you'll discover how to setup services and customers in preparation to makes sales in your QuickBooks company.

Image & text (with CTA)

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Icon & text

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?
Icon & text

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?
Icon & text

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?

1. Survey
2. Course Introduction
1. Small business sales process
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. Getting ready to make your first sale
2. Sales workflow #1 - Get paid later
3. Sales workflow #2 - Get paid at the time of the sale
1. Customizing Sales Forms
2. Create an Invoice Part I
3. Create an Invoice Part II
4. Create an Invoice Part III
5. Receiving payments and Undeposited Funds Overview
6. Receive Payments
7. Make a bank deposit
8. Receive payments via online banking
1. Sales Receipt overview
2. Create Sales Receipts
1. Credits and refunds overview
2. Managing credits and refunds workflows
3. Creating a refund receipt
4. Create and apply credit memos
5. Delayed Credits Overview
6. Delayed credits workflow
1. Estimates and delayed charges overview
2. Introduction to estimates
3. Enable Progress Invoicing
4. Create estimates
5. Update estimate status
6. Convert an estimate to an invoice
7. Create progress invoices
8. Create delayed charges
9. Convert delayed charges to an invoice
1. Survey
2. Next Steps...