COMPUTER ACCOUNTING WITH QUICKBOOKS 2013 CHAPTER 4 Donna Kay CHAPTER 4 OVERVIEW Customer List Cash Sales Credit Sales Make Deposit Customer Reports COMPUTER ACCOUNTING.
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Transcript COMPUTER ACCOUNTING WITH QUICKBOOKS 2013 CHAPTER 4 Donna Kay CHAPTER 4 OVERVIEW Customer List Cash Sales Credit Sales Make Deposit Customer Reports COMPUTER ACCOUNTING.
COMPUTER ACCOUNTING WITH
QUICKBOOKS 2013
CHAPTER 4
Donna Kay
CHAPTER 4 OVERVIEW
Customer List
Cash Sales
Credit Sales
Make Deposit
Customer Reports
COMPUTER ACCOUNTING WITH QUICKBOOKS 2013
CUSTOMER NAVIGATION
COMPUTER ACCOUNTING WITH QUICKBOOKS 2013
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 2013
CUSTOMER INFORMATION
Add customers
Edit customers
Add job
COMPUTER ACCOUNTING WITH QUICKBOOKS 2013
RECORDING SALES
Cash Sales
Credit Sales
COMPUTER ACCOUNTING WITH QUICKBOOKS 2013
CASH SALES
1. Create Sales Receipt
2. Record Deposit
COMPUTER ACCOUNTING WITH QUICKBOOKS 2013
CREDIT SALES
1. Create Invoices
COMPUTER ACCOUNTING WITH QUICKBOOKS 2013
CREDIT SALES
2. Receive Payments
COMPUTER ACCOUNTING WITH QUICKBOOKS 2013
CREDIT SALES
3. Record Deposits
COMPUTER ACCOUNTING WITH QUICKBOOKS 2013
CREATE STATEMENTS
For credit sales
Reminder of:
Outstanding balance
Payments received
New charges
COMPUTER ACCOUNTING WITH QUICKBOOKS 2013
ONLINE FEATURES
Email invoices
Receive customer payments electronically
COMPUTER ACCOUNTING WITH QUICKBOOKS 2013
CUSTOMER REPORTS
Access customer reports:
Report Center
Reports Menu
Memorized Customer Reports
COMPUTER ACCOUNTING WITH QUICKBOOKS 2013
TO LEARN MORE …
See Chapter 4
Visit the Online Learning Center
www.mhhe.com/kay2013
Visit
www.myquickbooks.me
COMPUTER ACCOUNTING WITH QUICKBOOKS 2013