Customers

How to enter various customer (client) transactions in new QuickBooks Online?
From the homepage screen

  • Select Create “+” (plus) sign (upper-middle)
  • Select “Customers” to create transactions

What’s new in QuickBooks May-2014

What’s new in QuickBooks Onlune: May 2014
Hide financial numbers from view
Access recent transactions in forms
Richer sales form customization
More convenient time sheet entry
Receive payment by invoice number
Save as you go
Send statements from customer detail
Finding a customer is easier
Smoother check printing
“Other details” are now called “Notes.”
Drilling down to customer detail is easier
Service date is now the first column
Up/Down arrow keys support
Better tabbing
Fixes to various features
Customers - Invoices, Sales Receipt, Receive Payment, Bank Deposit
Customers – Invoices, Sales Receipt, Receive Payment, Bank Deposit

QuickBooks Online (QBO) tutorials for Customer Invoicing, Sales Receipt, Receive Payment and Bank Deposit

QuickBooks Online (QBO) tutorials for Customer Invoicing, Sales Receipt, Receive Payment and Bank Deposit. This instructional video provides step-by-step guide to complete invoicing process. It also covers on how to handle all forms of payments like check, credit card, debit card, Amazon and PayPal payments. It also deals with how to record merchant service fees as well as PayPal and Amazon fees. It also covers how to match bank downloaded transactions.

Our goal is once you watch this step-by-step instructional video, you will have clear understanding from invoicing to make deposits. Next step is start creating actual invoices for customers.

Also, check out other QBO videos including our very popular video regarding how to record various expenses.

MAPPING OF CUSTOMERS (CLIENTS):


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