Lesson2 – Accounts Receivable (QB Certification Training) (September 15)


Set up customers, enter Invoices, credit memo, estimates, receive payment, batch payments
Customize the invoice, multi-currencies, set up items and tax code

Register for a complete QBtraining (a set of 4 classes in total) to qualify for a 25% discount! QB Certification Training Package



Classroom Size: Maximum of 5 students per class
Duration: Each class runs for 4hrs

Lesson2 Accounts Receivable: Sales Tax, Products / Services, Categories, Attachments
  • Setting up new client
  • Setting up QuickBooks® to automatically write and send emails to customers
  • Creating new and tracking outstanding invoices for products and services sold
  • Customizing invoice and estimate format
  • Creating “product category”
  • Categorizing your project using the “Projects” and “Classes” features
  • Attaching files to transactions for better record keeping
  • Entering daily/weekly sales summary
  • Recording refund and crediting customer
  • Creating assessments/ suggestions/notes on the customer
  • Create outstanding statements by individual customer