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QuickBooks Advanced Customers And Receivables Transactions

Master Every Possible QuickBooks Customer Or Receivable Related Transaction Or Issue
(64 reviews)
2,410 students
Created by


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Platform: Udemy
Video: 3h 21m
Language: English
Next start: On Demand

Table of contents


After this QuickBooks training course, you will be an expert in the area of customer records and accounts receivables. You will learn how to record every possible transaction that relates to customers and put them in to your QuickBooks records. You will learn how to find and fix mistakes that receivable bookkeepers make. When you finish, you will be able to GUARANTEE that the QuickBooks customer records are correct to the last detail!!
Any possible advanced situation that arises from doing business with customers can be handled in QuickBooks. You will be able to: record split payments from customers, give refunds, create and apply credits to customers’ accounts, record customer deposits and advanced payments, give normal discounts and set up and apply terms to customer sales.
You learn QuickBooks enough to be able to perform customer management tasks such as printing statements and reconciling these statements with customer’s records. This course gives you a special presentation that allows you to understand how QuickBooks calculates finance charges (interest) to customers.

There are ‘follow along files” for each lecture so you can follow step by step. This makes learning QuickBooks Easy and fun.

I’m right here for you if you have any questions or need support. I hope you learn well and enjoy the course!

You will learn

✓ Perform Any Customer Or Accounts Receivable Related Task In QuickBooks
✓ Find And Fix Any Mistake Related To Customer Transactions
✓ Reconcile With Customers To Prove That All Receivable Rrecords Are Correct To The Last Detail
✓ Create Monthly Customer Statements and Statement Charges
✓ Manage Every Kind Of Customer Discount


• Must know basic customer and receivable transactions and reports in quickbooks

This course is for

• You should take this course if you need to perform ADVANCED tasks that relate to managing customer records.
• You should take this course if you need to know how to find and fix customer mistakes
• You should take this class if you are studying for the cCertified QuickBooks User Exam
• You should take this course if you already have a basic understanding of basic customer transactions in quickbooks
• You should take this class if you need to guarantee that all customer records are correct to the last detail
Professor of Computerized Accounting
I have 2 decades of experience teaching Computerized Accounting. I have taught QuickBooks at A.S.A college in Manhattan New York. I have made my lessons available to job training schools for adult education and have helped place hundreds of students in good paying jobs using QuickBooks and other software that they learned in my class.
I am a permanently licensed teacher by the New York State Education Department. I am also a Certified QuickBooks Pro adviser for over a decade. I have made these videos by determining what my clients needed.
I wanted to help anyone using QuickBooks be prepared for the real-life, hands-on challenges that come with mastering the bookkeeping function of any company. I will prepare you for real life QuickBooks situations that can be challenging or frustrating if nobody shows the tips and tricks that will make using QuickBooks a fun task
I enjoy helping students turn frustration in to a feeling of comfort and satisfaction with QuickBooks. I’m always available to my students when they need me.
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Platform: Udemy
Video: 3h 21m
Language: English
Next start: On Demand

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