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HomeQuickBooks Training QuickBooks Sales Workflow – Transactions & Customization
sales-workflow

QuickBooks Sales Workflow – Transactions & Customization

$15.00

Choosing the right transaction types your business will use is crucial. This course takes you through different sales transaction types in QuickBooks.

Lessons:  25
Length: 3.23 hours
Skill Level: Beginner to Intermediate
Product(s): QuickBooks Desktop
CPE / ACE Credits: N/A
Field of Study: Computer Science & Applications
Delivery Method: QAS Self Study
Languages: English
Includes: 1 year access, 1 login user, 14 day money back guarantee, certificate of completion, Available on iOS and Android
How to Take Course:  Purchase access to this course by clicking Add To Cart, then checkout and pay securely online. Once you complete your order, simply access the course by visiting the My Courses page.
Content Review Date: 6/19/17 (Date this course content was last reviewed and updated)

SKU: FL-CRS-BGN-4 Category: QuickBooks Training
  • Description
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Description

Choosing the right transaction types your business will use is crucial.  Too many types will require wasted time from your staff.  Too few and we may not be able to get the reporting necessary to make business decisions. This course takes you through different sales transaction types in QuickBooks.  We have use cases and scenarios to help foster ideas of how you can use your own QuickBooks file.  We also have an in depth understanding of the results of sales transactions on your reporting.

Curriculum

Learning Objectives

  • Understand the different sales transaction types in QuickBooks
  • Understand the results of sales transactions on your reporting

Prerequisites

Basic QuickBooks Desktop knowledge

Course Content

Estimates, Sales Orders, Invoices and Sales Receipts
Create an Estimate
Duplicate an Estimate
Create a Sales Order
Create an Invoice
Create a Sales Receipt
Create a Credit Memo
Pending Invoices
Finance Charges
Create a Statement
Receive payment – Record deposit
Invoice with Non-inventory & Inventory
Sales Receipt with Inventory
Back Orders
Daily Sales With Over and Short
Invoice Basic Customization
Invoice Additional Customization
Invoice Layout Designer
Custom Fields on Sales Orders and Invoices
Memorize Invoice for Recurring Monthly Invoices
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Instructor Biography

Marjorie-AdamsOur head QuickBooks trainer and guru, Marjorie Adams, is Founder and CEO of Fourlane, Inc., an award-winning consulting firm and Intuit’s #1 QuickBooks Reseller Partner. Fourlane’s team of experts offers several QuickBooks oriented services including consulting, training, programming, integration, and more. Over the years, Fourlane has helped over 10,000 customers across many different industries with their QuickBooks accounting software.

Marjorie Adams is considered one of the top QuickBooks trainers in the country. She was listed on CPA Practice Advisor’s 40 Under 40 in 2014 & 2015, and has been recognized as Intuitive Accountant’s  2015 QuickBooks Desktop ProAdvisor of the Year.

Marjorie sits on Intuit’s VIP Program, is a frequent contributor to Inuit Accountants News Central, and has developed Intuit’s QuickBooks Enterprise Certification training. She has also been published in The Wall Street Journal, Forbes, BusinessWeek, American Express Open, the Huffington Post, and Inc. Magazine.

marj-proad-new

 

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