1. Computer Accounting with QuickBooks 2015
Chapter 4
Donna Kay

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

3. Customer Navigation
COMPUTER ACCOUNTING WITH QUICKBOOKS 2015

4. 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

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

6. Recording Sales Cash Sales Credit Sales
COMPUTER ACCOUNTING WITH QUICKBOOKS 2015

7. Cash Sales Select Create Sales Receipts
COMPUTER ACCOUNTING WITH QUICKBOOKS 2015

8. 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

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

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

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

12. 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

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

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

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

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

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

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

19. To Learn More …
See Chapter 4 Visit the Online Learning Center Visit
COMPUTER ACCOUNTING WITH QUICKBOOKS 2015