Chapter 2: Simple Transactions in QuickBooks Online So far you have set up a new company in QuickBooks Online, and set up company settings, sales tax, accounts, products and services. Now you can start creating sales and expenses in QuickBooks Online. In this chapter you will learn about customers, sales, supplier and expenses. Objectives After completing this chapter you should be able to: Add Customers Enter sales transactions including invoices, sales receipts and customer payments Create Delayed Charges Receive payments and make bank deposits Add Suppliers Enter expense transactions including entering bills and paying bills Adding New Customers The Customers tab in the company file stores names, addresses and other information about the customers. It also holds information about the sub-customers or company’s projects you may want to track for each customer. To view the customer list: company’s While in the company file, select Customers on the left-hand navigation bar. QuickBooks Online displays the following screen” To add a new customer, click New customer. QuickBooks Online displays the new customer screen. Enter the Customer information in the appropriate fields including First Name, and other important contact information including phone, fax, Last Name website, etc. The Display Name As field will be the name that appears in the Customer list. Click Save. Importing Customers Open the Company Name Menu by clicking on the company name beside the gear icon in the top right corner of the screen. Under the Tools heading, select Import Data.
Chapter 2: Simple Transactions in QuickBooks Online So far you have set up a new company in QuickBooks Online, and set up company settings, sales tax, accounts, products and services. Now you can start creating sales and expenses in QuickBooks Online. In this chapter you will learn about customers, sales, supplier and expenses. Objectives After completing this chapter you should be able to: Add Customers Enter sales transactions including invoices, sales receipts and customer payments Create Delayed Charges Receive payments and make bank deposits Add Suppliers Enter expense transactions including entering bills and paying bills Adding New Customers The Customers tab in the company file stores names, addresses and other information about the company’s customers. It also holds information about the sub-customers or projects you may want to track for each customer. To view the company’s customer list: While in the company file, select Customers on the left-hand navigation bar. QuickBooks Online displays the following screen” To add a new customer, click New customer. QuickBooks Online displays the new customer screen. Enter the Customer information in the appropriate fields including First Name, Last Name and other important contact information including phone, fax, website, etc. The Display Name As field will be the name that appears in the Customer list. Click Save. Importing Customers Open the Company Name Menu by clicking on the company name beside the gear icon in the top right corner of the screen. Under the Tools heading, select Import Data.
qbo-workbook-for-educators.docx