QuickBooks Online: Working with Customers and Sales

Why take this course?
🎉 Master QuickBooks Online for Customer & Sales Management! 🛠️
Course Overview: Dive into the world of financial mastery with our comprehensive QuickBooks Online: Working with Customers and Sales course. Tailored for business owners, bookkeepers, and anyone looking to streamline their sales transaction management in QuickBooks Online, this 2.5-hour training session is your golden ticket to efficiency and accuracy in client and sales data handling.
What You'll Learn:
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Understanding Your Customer Base: Discover how to effectively manage your Customer List within QuickBooks Online, ensuring each of your clients is accurately represented for seamless interaction and tracking.
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From Estimate to Invoice: Gain a thorough understanding of the process from creating accurate estimates to issuing professional invoices that reflect your sales transactions with precision.
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Payment Processing Simplified: Learn how to record payments efficiently, manage deposit tracking, and maintain a clear overview of your financial standing.
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Special Situations Handled: Whether it's dealing with returns, adjustments, or other unique scenarios, this course will equip you with the knowledge to manage it all within QuickBooks Online.
Course Highlights:
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Hands-On Learning: Engage with real-world examples and practical exercises designed to reinforce your understanding of each topic.
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Tailored for All Levels: Whether you're new to QuickBooks Online or looking to refine your skills, this course is crafted to cater to a range of expertise.
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Expert Guidance: As a certified QuickBooks ProAdvisor and part of the Intuit Trainer/Writer Network, Alicia Katz Pollock brings years of experience and insider tips to the table.
Why Take This Course?
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Real-World Application: Learn techniques that you can immediately apply to your business or client work.
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Save Time & Money: Efficient handling of customer data and sales transactions means less time on administrative tasks and more focus on what you do best – running your business.
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Professional Development: Earn up to 2.5 CPE Credits as you enhance your financial management skills, adding value to both your professional qualifications and your business operations.
Who Should Take This Course?
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Small Business Owners seeking to optimize their financial tracking systems.
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Bookkeepers aiming to expand their QuickBooks Online expertise.
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Accountants looking to improve customer and sales management within QuickBooks Online.
Don't miss this opportunity to elevate your QuickBooks Online skills! 🚀 Enroll now and transform the way you handle customers and sales transactions forever!
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