computer accounting with quickbooks pro 2011horowitk/documents/chap004_003.pdf · 2019. 8. 26. ·...

COMPUTER ACCOUNTING WITH

QUICKBOOKS 2012

CHAPTER 04

Donna Kay

McGraw-Hill/Irwin Copyright © 2013 by The McGraw-Hill Companies, Inc. All rights reserved.

Customers and

Sales

CHAPTER 4 OVERVIEW

Customer List

Cash Sales

Credit Sales

Make Deposit

Customer Reports

4-2

CUSTOMER NAVIGATION

4-3

Contains customer information, such as

name, address, contact

Tracks jobs for each customer

Access from Home page or Customer

Center

CUSTOMER LIST

4-4

CUSTOMER INFORMATION

Add customers

Edit customers

Add job

4-5

RECORDING SALES

Cash Sales

Credit Sales

4-6

CASH SALES

1. Create Sales Receipt

2. Record Deposit

4-7

CREDIT SALES

1. Create Invoices

4-8

CREDIT SALES

2. Receive Payments

4-9

CREDIT SALES

3. Record Deposits

4-10

CREATE STATEMENTS

For credit sales

Reminder of:

Outstanding balance

Payments received

New charges

4-11

Email invoices

Receive customer payments electronically

ONLINE FEATURES

4-12

CUSTOMER REPORTS

Access customer reports:

Report Center

Reports Menu

Memorized Customer Reports

4-13

TO LEARN MORE …

Turn to Chapter 4

Visit the Online Learning Center

http://www.mhhe.com/kay2012

Visit

www.myquickbooks.me

4-14