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Recommended Prerequisites:
QuickBooks Sales Tax Training
Using Lists in QuickBooks
or equivalent knowledge
Version:
QuickBooks Pro 2009 (Canadian Version)
Course length:
90 minutes
Cost:
$59.95 + GST
Materials:
Each course includes a step-by-step guide of the subjects taught to help students successfully implement what they learned.
QuickBooks Sales and Customers - Level 1
The entry and management of sales and customer transactions are essential QuickBooks functions. This is the first of three courses designed to teach you how to work with various QuickBooks sales and customer transactions.
In this Level 1 course you will learn how to use the Customer Centre, set up QuickBooks sales and customer preferences and review some of the customer lists available in QuickBooks. You will also review basic data management as it pertains to customers - how to add and modify customer records and how to add custom fields to customer records. You will be shown how to enter customers “on the fly” during transaction entry and how to add customer jobs.
On the financial side, you will be shown how to enter invoices and sales receipts. Various aspects of payment entry are discussed, including full payment, partial payments and those that include a discount for early payment. Learn how to record deposits, and understand the difference between posting deposits to the undeposited funds account or directly to a bank account. This course also introduces various Customers and Receivables reports.
Learning Outcomes
- Understand the workflow arrows in the Customers group on the Home page
- Access customer information and transactions in the Customer Centre
- Set up sales and customers preferences
- Add and modify customer records
- Create custom fields in customer records
- Add customer jobs
- Enter Invoices
- Enter customers “on the fly” during transaction entry
- E-mail individual invoices
- Enter sales receipts
- Print sales forms individually or print multiple sales forms together in a batch
- Enter customer payments, including partial payments and payments that include a discount for early payment
- Record deposits
- Understand the difference between depositing customer payments to the undeposited funds account or directly to a bank account
- Review various Customers & Receivables reports
Why You Need This Course
This course provides a fundamental understanding of customers and transaction entry that forms the basis for the next two courses in this series. It is also essential learning for anyone needing to enter basic sales transactions, track payments and deposits and print customer invoices.
In addition to standard transaction entry, this course shows you how to manage your customer records. Learn where to select specific customer preferences and how to add custom fields to customer records. An overview of relevant reports is also included in this course.
Disclaimer:
Since these courses do not deal directly with specific and individual requirements, it is recommended that students obtain the necessary advice from an accountant, employer, QuickBooks® ProAdvisor® or such other appropriate expert with regards to their specific requirements or guidelines.
