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SkillSoft Explore Course

Productivity & Collaboration Tools     Business Applications     QuickBooks     QuickBooks Pro 2020

Once you've mastered the QuickBooks Pro 2020 interface, you can begin to enter information and record transactions. Discover how to enter bills and invoices, and track and reconcile transactions using sales receipts, refunds, or credit.



Objectives

QuickBooks Pro 2020: Setting Up Invoicing, Bills, and Payment

  • demonstrate how to enter bills
  • demonstrate how to pay bills
  • schedule, review and send payment reminders to customers for their invoices
  • demonstrate how to create customer jobs and assign them to customers
  • describe how to create estimates
  • demonstrate how to create invoices
  • demonstrate how to combine multiple emails per customer invoice
  • configure invoices to automatically include the customer PO number in the subject line of the invoice email
  • demonstrate how to create sales receipts
  • demonstrate how to create refunds and credits
  • demonstrate how to receive payments and record deposits