QuickBooks Online: Working with Customers and Sales

🎉 Master QuickBooks Online for Customer & Sales Management! 🛠️

Course Overview: Dive into the world of financial mastery with our comprehensive QuickBooks Online: Working with Customers and Sales course. Tailored for business owners, bookkeepers, and anyone looking to streamline their sales transaction management in QuickBooks Online, this 2.5-hour training session is your golden ticket to efficiency and accuracy in client and sales data handling.

What You'll Learn:

• Understanding Your Customer Base: Discover how to effectively manage your Customer List within QuickBooks Online, ensuring each of your clients is accurately represented for seamless interaction and tracking.

• From Estimate to Invoice: Gain a thorough understanding of the process from creating accurate estimates to issuing professional invoices that reflect your sales transactions with precision.

• Payment Processing Simplified: Learn how to record payments efficiently, manage deposit tracking, and maintain a clear overview of your financial standing.

• Special Situations Handled: Whether it's dealing with returns, adjustments, or other unique scenarios, this course will equip you with the knowledge to manage it all within QuickBooks Online.

Course Highlights:

• Hands-On Learning: Engage with real-world examples and practical exercises designed to reinforce your understanding of each topic.

• Tailored for All Levels: Whether you're new to QuickBooks Online or looking to refine your skills, this course is crafted to cater to a range of expertise.

• Expert Guidance: As a certified QuickBooks ProAdvisor and part of the Intuit Trainer/Writer Network, Alicia Katz Pollock brings years of experience and insider tips to the table.

Why Take This Course?

• Real-World Application: Learn techniques that you can immediately apply to your business or client work.

• Save Time & Money: Efficient handling of customer data and sales transactions means less time on administrative tasks and more focus on what you do best – running your business.

• Professional Development: Earn up to 2.5 CPE Credits as you enhance your financial management skills, adding value to both your professional qualifications and your business operations.

Who Should Take This Course?

• Small Business Owners seeking to optimize their financial tracking systems.

• Bookkeepers aiming to expand their QuickBooks Online expertise.

• Accountants looking to improve customer and sales management within QuickBooks Online.

Don't miss this opportunity to elevate your QuickBooks Online skills! 🚀 Enroll now and transform the way you handle customers and sales transactions forever!