Customers Centre, Invoices & Payment Receipts – QuickBooks (QB-104A-08)

QuickBooks 2008 Online Recorded Training

Cost: $34.95 + GST. Support materials included.

Date: Available anytime, anywhere

Length: 65 minutes

Who should take this course: People who are using QuickBooks for the first time or current users who would like to increase their knowledge and efficiency in using QuickBooks 2008.

Prerequisites: No previous QuickBooks experience required

This QuickBooks training session will demonstrate the basics of creating Customers and managing them in the Customers Centre.  The session covers the hands-on application of creating, processing and printing customer sales invoices, processing and applying customer payments, and generating the most commonly used reports that pertain to the Customer Centre.

Topics:

• Navigating and customizing the Customers Centre
• Understanding customers list, information and transaction sections
• Adding, editing, deleting and merging customers
• Using customers jobs
• Creating and printing sales invoices and applying sales taxes
• Processing credit memos and refunds
• Looking up and searching for a customer's transaction from the Customers Centre
• Receiving customer payments and depositing them in the bank account
• Retrieving customer reports from the Customers Centre
• QuickBooks tips and tricks