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  5. Sales

Sales

  • 5.1 Who should be listed in the Customer Center
  • 5.2 How to navigate and use the Customer Center
  • 5.3 How to complete the workflow (from the sale to making the deposit) for:
  • 5.3.1 Invoicing (A/R)
  • 5.3.2 Sales Receipts (no A/R)
  • 5.4 How QuickBooks uses the Undeposited Funds, Accounts Receivable, and checking accounts in the invoicing cycle.
  • 5.5 How and why to record a customer credit
  • 5.6 How and why to create statements
  • 5.7 How to handle bounced (NSF) checks



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