Lesson 2: Working with Customer Transactions

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Lesson 2 Working with Customer Transactions
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Lesson Objectives

• After studying this lesson, you will be able to
• Use the Customer Center
• Use the Customer Job List
• Create service items
• Create invoices
• Receive invoices
• Enter sales receipts
• Make deposits
• Work with customer-related reports

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The Customer Center
The right side of the Customer Center displays
information about the customer currently selected
in the Customers Jobs List.
The Customer Jobs List in the Customer Center
displays all customers with their jobs indented
beneath.
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Working with Items
The Item List shows all of the items you have set
up.
Click the drop-down arrow to view the available
item types.
Indicate the proper income account to which you
wish to route the income.
Any charge you wish to include on an invoice must
first be set up as an item.
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Creating Invoices for Customers
The Create Invoices window debits Accounts
Receivable and the chosen customers sub-register.
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Entering List Entries On the Fly

• Create a customer on the fly
• Quick Add to the Customer Job List
• Perform a complete setup in a New Customer window
• Change a customers information
• When working in a form
• Can be temporary or permanent

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Receiving Customer Payments
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Allowing List Entries to Fill In

• Type b in the CustomerJob field to have
  QuickBooks display and fill in all customers and
  jobs that begin with b
• Type ba to narrow the list to the only entry
  that begins with ba

QuickBooks looks at both customers and jobs when
filling fields for you.
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Entering Sales Receipts
A company can use the Create Invoices or the
Sales Receipt windows, depending on the sales
situation.
When you use the Enter Sales Receipts window,
Accounts Receivable is not affected.
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Making Deposits
The Make Deposits window appears after you choose
the funds to deposit or if the Undeposited Funds
account is empty.
A split indicates that the deposit originated
from multiple sources or multiple lines in the
Make Deposit window.
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The Payments to Deposit Window

• Appears when you choose to make a deposit and
  there is a balance in the Undeposited Funds
  account
• Choose the items you wish to deposit

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Customer-Related Reports

• Report Center
• Find out what a report will tell you before you
  display it

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The Quick Zoom Feature
Double-click a transaction to view the form on
which it originated.
You can Quick Zoom whenever you see the pointer
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Lesson 2 Working with Customer Transactions