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In this chapter of Mastering QuickBooks we explore Customers and Sales by looking into Customers and Jobs, Recording Sales, Invoicing, Payments and Deposits, and the Income Tracker.

Course Series

This course is included in the following series:

9 CoursesMastering QuickBooks Series #1

  1. Mastering QuickBooks Series 1: Chapter 1: Introduction to Quickbooks
  2. Mastering QuickBooks Series 1: Chapter 2: Work with Lists
  3. Mastering QuickBooks Series 1: Chapter 3: Financial Statements
  4. Mastering QuickBooks Series 1: Chapter 4: Items
  5. Mastering QuickBooks Series 1: Chapter 5: Customers and Sales Part I
  6. Mastering QuickBooks Series 1: Chapter 6: Customers and Sales Part II
  7. Mastering QuickBooks Series 1: Chapter 7: Vendors and Expenses
  8. Mastering QuickBooks Series 1: Chapter 8: Appendix I Miscellaneous Topics
  9. Mastering QuickBooks Series 1: Chapter 9: Appendix II Advanced Financial Statements

Learning Objectives

  • Explore Customers and Jobs
  • Recognize how to Record Sales
  • Explore Invoicing
  • Explore Depositing and Income Tracking

7 Reviews (25 ratings)Reviews

5
Anonymous Author
Helpful reminder on Sales and Invoicing. The newer versions of QB have a lot more functionality than the one I'm currently using.
5
Anonymous Author
Love the instructor, lays out the course in a logic manner and provides helpful examples.
5
Anonymous Author
I understood it but the exam questions caused me difficulties.
5
Anonymous Author
Outlines multiple means of recording sales - very helpful.
5
Anonymous Author
great course and presentation
4
Anonymous Author
Very useful tips
4
Member's Profile
Good Course

Prerequisites

Course Complexity: Intermediate

No Advanced Preparation or Prerequisites are needed for this course. However, it is recommended to take the other courses in the series prior to completing this one.

Education Provider Information

Company:
Illumeo, Inc., 75 East Santa Clara St., Suite 1215, San Jose, CA 95113
Contact:
For more information regarding this course, including complaint and cancellation policies, please contact our offices at (408) 400- 3993 or send an e-mail to .
Course Syllabus
INTRODUCTION AND OVERVIEW
  00:51Chapter 5 Introduction
Customers and Jobs
  1:57Customers and Jobs
  3:57Customers-Add
  2:51Jobs-Add
Invoicing
  1:11Recording Sales-Intro
  00:46Invoicing-Intro
  1:02Service Invoice
  2:48Product Invoice-I
  2:43Product Invoice-II
  2:41Invoice-E-mail
  2:12Invoice-Print
Depositing and Tracking
  1:42Receive Payments
  00:57Undeposited Funds-I
  00:52Undeposited Funds-II
  1:36Partial Payments
  3:17Make Deposits
  1:00Chapter 5 Reports
  2:38Income Tracker
Continuous Play
  35:00Mastering QuickBooks Series 1: Chapter 5: Customers and Sales Part I
SUPPORTING MATERIALS
  PDFWorkbook: Customers and Sales Part I
REVIEW and TEST
  quizREVIEW QUESTIONS
 examFINAL EXAM