Customer Sales
# Summary: Customer Sales After reading this section, you'll be able to record and track customer sales transactions in QuickBooks Online using invoices, sales receipts, and estimates. You'll configure key sales settings like invoice terms, shipping options, and payment methods, create and manage customer records with contact information and credit limits, and organize multiple jobs for the same customer using sub-customers to group income and expenses by project. These foundational steps enable you to accurately capture revenue, track customer activity, and generate reports to analyze your sales performance.
In this chapter
- Configuring the Sales Settings
- Setting Up Customers
- Sub-customers
- Inactivating Customers
- Cash vs. Credit Customers
- Entering Sales Receipts
- What Are Estimates?
- Creating Invoices
- Adding Subtotals to an Invoice
- Adding Attachments to Invoices
- Managing and Customizing Invoices
- Receiving Payments from Customers
- Receiving Payments by Credit Card or ACH
- Handling Partial Payments
- Handling Payments Against Multiple Invoices
- Making Bank Deposits
- Undeposited Funds and Payments to Deposit
- Depositing Checks and Cash
- Adding Additional Funds to the Deposit
- Printing Deposit Slips
- Depositing Credit Card Payments
- Viewing Deposits in the Register
- Running Accounts Receivable Reports
- Viewing the Invoice History
- Do It Yourself: Customer Sales
- Do It Yourself