Description
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
