Computer Accounting with QuickBooks 2015 Chapter 4 Donna Kay

Chapter 4 Overview Customer List Cash Sales Credit Sales Make Deposit Customer Reports COMPUTER ACCOUNTING WITH QUICKBOOKS 2015

Customer Navigation COMPUTER ACCOUNTING WITH QUICKBOOKS 2015

Customer List Contains customer information, such as name, address, contact Tracks jobs for each customer Accessed from Home page or Customer Center COMPUTER ACCOUNTING WITH QUICKBOOKS 2015

Customer Information Add customers Edit customers Add job COMPUTER ACCOUNTING WITH QUICKBOOKS 2015

Recording Sales Cash Sales Credit Sales COMPUTER ACCOUNTING WITH QUICKBOOKS 2015

Cash Sales Select Create Sales Receipts COMPUTER ACCOUNTING WITH QUICKBOOKS 2015

Cash Sales Select Customer Enter Date Select Payment Method Select Item Select Quantity Enter Rate Select Customer Message Select Print Later Select Print to print COMPUTER ACCOUNTING WITH QUICKBOOKS 2015

Credit Sales Create Invoices Select Create Invoices COMPUTER ACCOUNTING WITH QUICKBOOKS 2015

Credit Sales Create Invoices Select Template Select Customer: Job Select Date Select Item Select Quantity Select Tax COMPUTER ACCOUNTING WITH QUICKBOOKS 2015

Credit Sales Receive Payments Select Receive Payments COMPUTER ACCOUNTING WITH QUICKBOOKS 2015

Credit Sales Receive Payments Select Received From Select Date Select Invoice Select Payment Method Enter Check # or Credit Card # Select Save & Close COMPUTER ACCOUNTING WITH QUICKBOOKS 2015

Credit Sales Record Deposits Select Record Deposits COMPUTER ACCOUNTING WITH QUICKBOOKS 2015

Credit Sales Record Deposits Select Payments to Deposit Select OK COMPUTER ACCOUNTING WITH QUICKBOOKS 2015

Credit Sales Record Deposits Select Checking Account Select Date Select Print Select Save & Close COMPUTER ACCOUNTING WITH QUICKBOOKS 2015

Create Statements For credit sales Reminder of: Outstanding balance Payments received New charges COMPUTER ACCOUNTING WITH QUICKBOOKS 2015

Online Features Email invoices Receive customer payments electronically COMPUTER ACCOUNTING WITH QUICKBOOKS 2015

Customer Reports Access customer reports: Report Center Reports Menu Memorized Customer Reports COMPUTER ACCOUNTING WITH QUICKBOOKS 2015

To Learn More … See Chapter 4 Visit the Online Learning Center www.mhhe.com/kay2015 Visit www.My-QuickBooks.com COMPUTER ACCOUNTING WITH QUICKBOOKS 2015