Setting Up Invoicing, Bills, and Payment

QuickBooks Desktop Pro 2020
  • 11 Videos | 50m 58s
  • Includes Assessment
  • Earns a Badge
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Once you've mastered the QuickBooks Pro 2020 interface, you can begin to enter information and record transactions. Discover how to enter bills and invoices, and track and reconcile transactions using sales receipts, refunds, or credit.

WHAT YOU WILL LEARN

  • demonstrate how to enter bills
    demonstrate how to pay bills
    schedule, review and send payment reminders to customers for their invoices
    demonstrate how to create customer jobs and assign them to customers
    describe how to create estimates
    demonstrate how to create invoices
  • demonstrate how to combine multiple emails per customer invoice
    configure invoices to automatically include the customer PO number in the subject line of the invoice email
    demonstrate how to create sales receipts
    demonstrate how to create refunds and credits
    demonstrate how to receive payments and record deposits

IN THIS COURSE

  • Playable
    1. 
    Entering bills
    6m 10s
    UP NEXT
  • Playable
    2. 
    Paying bills
    3m 54s
  • Locked
    3. 
    Scheduling customer payment reminders
    5m 51s
  • Locked
    4. 
    Working with jobs
    4m 13s
  • Locked
    5. 
    Creating estimates
    3m 54s
  • Locked
    6. 
    Creating invoices
    4m 14s
  • Locked
    7. 
    Combining multiple emails per invoice
    3m 57s
  • Locked
    8. 
    Adding customer PO# to invoice emails automatically
    2m 8s
  • Locked
    9. 
    Creating sales receipts
    3m 51s
  • Locked
    10. 
    Creating refunds and credits
    2m 51s
  • Locked
    11. 
    Receiving payments and recording deposits
    4m 26s

EARN A DIGITAL BADGE WHEN YOU COMPLETE THIS COURSE

Skillsoft is providing you the opportunity to earn a digital badge upon successful completion of this course, which can be shared on any social network or business platform

Digital badges are yours to keep, forever.

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