Customer Sales
# Customer Sales Summary After reading this section, you'll be able to record and track customer sales transactions in QuickBooks Online using the appropriate forms and workflows. You'll learn to configure sales settings, create customer records, and understand the difference between cash customers (who pay at the time of sale using Sales Receipts) and credit customers (who pay later using Invoices), as well as how to manage the resulting payments and deposits. The chapter covers key features including Invoices and Sales Receipts for recording transactions, the Undeposited Funds account for holding payments before deposit, and Accounts Receivable reports for analyzing sales activity.
In this chapter
- Configuring the Sales Settings
- Tracking Company Sales
- Setting Up Customers
- Recording Sales
- Creating Invoices
- Receiving Payments from Customers
- Making Bank Deposits
- Running Accounts Receivable Reports