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