C OMPUTER A CCOUNTING WITH Q UICK B OOKS 2013 C HAPTER 4 Donna Kay.

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Presentation transcript:

C OMPUTER A CCOUNTING WITH Q UICK B OOKS 2013 C HAPTER 4 Donna Kay

C HAPTER 4 O VERVIEW  Customer List  Cash Sales  Credit Sales  Make Deposit  Customer Reports COMPUTER ACCOUNTING WITH QUICKBOOKS 2013

C USTOMER N AVIGATION COMPUTER ACCOUNTING WITH QUICKBOOKS 2013

C USTOMER L IST  Contains customer information, such as name, address, contact  Tracks jobs for each customer  Accessed from Home page or Customer Center COMPUTER ACCOUNTING WITH QUICKBOOKS 2013

C USTOMER I NFORMATION  Add customers  Edit customers  Add job COMPUTER ACCOUNTING WITH QUICKBOOKS 2013

R ECORDING S ALES Cash Sales Credit Sales COMPUTER ACCOUNTING WITH QUICKBOOKS 2013

C ASH S ALES 1.Create Sales Receipt 2.Record Deposit COMPUTER ACCOUNTING WITH QUICKBOOKS 2013

C REDIT S ALES 1.Create Invoices COMPUTER ACCOUNTING WITH QUICKBOOKS 2013

C REDIT S ALES 2. Receive Payments COMPUTER ACCOUNTING WITH QUICKBOOKS 2013

C REDIT S ALES 3. Record Deposits COMPUTER ACCOUNTING WITH QUICKBOOKS 2013

C REATE S TATEMENTS  For credit sales  Reminder of:  Outstanding balance  Payments received  New charges COMPUTER ACCOUNTING WITH QUICKBOOKS 2013

O NLINE F EATURES  invoices  Receive customer payments electronically COMPUTER ACCOUNTING WITH QUICKBOOKS 2013

C USTOMER R EPORTS Access customer reports:  Report Center  Reports Menu  Memorized Customer Reports COMPUTER ACCOUNTING WITH QUICKBOOKS 2013

T O L EARN M ORE … See Chapter 4 Visit the Online Learning Center Visit COMPUTER ACCOUNTING WITH QUICKBOOKS 2013