Session 2

Sales and Income

  • Learn the workflow for sales and income transactions from the initial sale until you deposit money into your bank account
  • Learn how create costumers and jobs records
  • Learn how to record the payments you receive from customers
  • How to handle partial payments and overpayments

More Customer Transactions and Reports

  • Learn how to handle customer returns and credits
  • Learn how to write off a bad debt when a customer can pay the money they owe
  • Understand how QuickBooks calculates sales tax base on sales tax codes and sales tax items applied in sales forms