1. Copyright © 2016 McGraw-Hill Education. All rights reserved. No reproduction or distribution without the prior written consent of McGraw-Hill Education. C OMPUTER A CCOUNTING WITH Q UICK B OOKS 2015 C HAPTER 4 Donna Kay

2. 4-2 C HAPTER 4 O VERVIEW  Customer List  Cash Sales  Credit Sales  Make Deposit  Customer Reports

3. 4-3 C USTOMER N AVIGATION

4. 4-4 C USTOMER L IST  Contains customer information, such as name, address, contact  Tracks jobs for each customer  Accessed from Home page or Customer Center

5. 4-5 C USTOMER I NFORMATION  Add customers  Edit customers  Add job

6. 4-6 R ECORDING S ALES Cash Sales Credit Sales

7. 4-7 C ASH S ALES 1. Select Create Sales Receipts

8. 4-8 C ASH S ALES 2. Select Customer 3. Enter Date 4. Select Payment Method 5. Select Item 6. Select Quantity 7. Enter Rate 8. Select Customer Message 9. Select Print Later 10. Select Print to print

9. 4-9 C REDIT S ALES C REATE I NVOICES 1. Select Create Invoices

10. 4-10 C REDIT S ALES C REATE I NVOICES 2. Select Template 3. Select Customer: Job 4. Select Date 5. Select Item 6. Select Quantity 7. Select Tax

11. 4-11 C REDIT S ALES R ECEIVE P AYMENTS 1. Select Receive Payments

12. 4-12 C REDIT S ALES R ECEIVE P AYMENTS 2. Select Received From 3. Select Date 4. Select Invoice 5. Select Payment Method 6. Enter Check # or Credit Card # 7. Select Save & Close

13. 4-13 C REDIT S ALES R ECORD D EPOSITS 1. Select Record Deposits

14. 4-14 C REDIT S ALES R ECORD D EPOSITS 2. Select Payments to Deposit 3. Select OK

15. 4-15 C REDIT S ALES R ECORD D EPOSITS 4. Select Checking Account 5. Select Date 6. Select Print 7. Select Save & Close

16. 4-16 C REATE S TATEMENTS  For credit sales  Reminder of:  Outstanding balance  Payments received  New charges

17. 4-17 O NLINE F EATURES  Email invoices  Receive customer payments electronically

18. 4-18 C USTOMER R EPORTS Access customer reports:  Report Center  Reports Menu  Memorized Customer Reports

19. 4-19 T O L EARN M ORE … See Chapter 4 Visit the Online Learning Center www.mhhe.com/kay2015 Visit www.My-QuickBooks.com www.mhhe.com/kay2015 www.My-QuickBooks.com