QuickBooks for Beginners, Lesson 2: Working with Customers and Vendors is divided over two days, comprised of six hours of hands on instruction designed for the first time or novice user.
Lesson 2 continues building a solid foundation in QuickBooks. Here you will learn to manage your customer and vendor records, keeping them accurate and up to date.
Upon completion, you will have the skills to control your cash flow more precisely and improve your business profitability by applying sound collection and payment skills.
Review Customer Navigator
Create a New Customer
Create a Customer Job
Create an Income Line Item
Create an Estimate
Create an Invoice from an Estimate
Create a Refund and Credit Memo
Prepare an A/R Aging Report
Create a Customer Statement
Day 2
Post Customer Payments
Deposit Customer Payments
Review Vendor Navigator
Add and Edit a New Vendor
Enter Bills
Allocate Bills into a Customer Job
Prepare an A/P Aging Schedule
Verify Available Funds before Paying Bills
Pay Bills in QuickBooks
Prepare 1099-Misc Forms
