Name: QuickBooks Sales Workflow - Transactions & Customization
SKU: FL-CRS-BGN-4
Price: 25.00 USD
Availability: InStock

Description
Common Questions
Policies
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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

Lessons Status

Estimates, Sales Orders, Invoices and Sales Receipts

Create an Estimate

Duplicate an Estimate

Create a Sales Order

Create an Invoice

Create a Credit Memo

Pending Invoices

Create a Sales Receipt

Finance Charges

Receive payment – Record deposit

Create a Statement

Invoice with Non-inventory & Inventory

Sales Receipt with Inventory

Daily Sales With Over and Short

Back Orders

Invoice Basic Customization

Invoice Additional Customization

Invoice Layout Designer

Memorize Invoice for Recurring Monthly Invoices

Progress Invoicing

Batch Invoices

Custom Fields on Sales Orders and Invoices

Statement Charges

Reimbursable Expenses

Income Tracker

QuizzesStatus

Course Quiz - QuickBooks Sales Workflow

Instructor Biography

Marjorie-Adams Our 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

Common Questions

What editions of QuickBooks does your online training cover?
Our online training applies to all Windows-based Desktop editions of QuickBooks, including QuickBooks Pro, QuickBooks Premier, and QuickBooks Enterprise.

Do I need QuickBooks on my computer?
No, it is not required.

Do you offer any online quizzes or testing tools?
Yes, most courses include a course assessment (quiz) at the end.

Do you offer any Certificates of Completion?
Yes, our courses offer Certificates of Completion. To earn a certificate, you must earn a passing grade for the course quiz. Some courses require a higher passing grade due to CPE requirements.

Are the training courses hands-on?
Yes. If you have QuickBooks installed on your computer, you can pause the class and switch to QuickBooks to practice hands-on with your company file or with a sample company file.

Which version of QuickBooks do you teach? Do I need to have the most current edition?
Our training applies to QuickBooks Desktop software (Pro, Premier, Enterprise, etc.). Don’t worry if you have a different version. Older versions work basically the same way.

Do you offer closed captioning?
Currently, we do not offer closed captioning. Closed captioning is an assistive technology that presents spoken words and sounds as a text track, or “captions”. The term “closed” means that not all viewers see the captions automatically; closed captions must be activated or enabled. If you’ve ever watched a foreign film with subtitles, closed captions are quite similar – the main difference being that the text shown on screen is the same language that is being spoken.

Do I receive CPE or Intuit ACE credit(s) for your online QuickBooks training?
Fourlane is both NASBA (CPE) and Intuit Advanced Continuing Education (ACE) approved. For a list of accredited courses, please visit our Courses page and sort by CPE / ACE.

I have questions about an online training video? Do you offer free help?
No. Your subscription fee is for self-paced access to our online training videos only and does not include additional 1-on-1 training from an instructor. If you require additional 1-on-1 training, we offer hourly training packages for a fee. Please contact us for a quote.

Do you offer discounts for non-profits or educational institutions?
Yes. Please contact us to find out what pricing your organization is eligible for.

Can I get my money back if I’m not satisfied?
Yes. We offer a 14 Day money back guarantee.

What are the system requirements to view your online courses?
To watch our training videos, you must be connected to the Internet. We recommend a 3G, 4G or Wi-Fi connection for optimal mobile viewing. To test if your system is capable of viewing our videos, please visit Vimeo or YouTube and watch any video.

Minimum Requirements
Safari 6 or later, Google Chrome 11 or later, Firefox 30 or later, Internet Explorer 9 or later
Mac OS 10.8 or later, Windows 7 SP1 or later
Broadband connection of 1 Mbps or greater

Recommended settings for full site
Safari 8 or later, Google Chrome 41 or later, Firefox 35 or later, Internet Explorer 11 or later
Mac OS 10.10 or later, Windows 8.1 or later
Broadband connection of 3 mbps or greater

Recommended settings for mobile browsing
Default Android browser or Mobile Safari
Android 2.3+ or iOS 7.0+

Policies

Refund policy:
You can request a full refund within 14 days of purchase of course.

Program Cancellation Policy:
If the CPE training is cancelled, all participants will receive an email with information for choosing another course or refund of training fees.

Complaint Resolution Policy:
For any complaints about our CPE training, please email info@fourlane.com and we will respond within 48 hours.

For more information regarding refund, complaint and program cancellation policies, please email us at info@fourlane.com.

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