FY20_QBDT Client_Lesson-6_Enter Sales...

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QUICKBOOKS DESKTOP 2020 CLIENT TRAININGLesson 6Enter Sales Information
CopyrightCopyright 2020 Intuit, Inc.Intuit, Inc.All rights reserved.5601 Headquarters DrivePlano, TX 75024Trademarks©2020 Intuit, Inc. All rights reserved. Intuit, the Intuit logo, Intuit ProLine, Lacerte,ProAdvisor, ProSeries and QuickBooks, among others, are trademarks or registeredtrademarks of Intuit, Inc. in the United States and other countries. Other parties’ marksare the property of their respective owners.Notice to ReadersThe publications distributed by Intuit, Inc. are intended to assist accountingprofessionals in their practices by providing current and accurate information.However, no assurance is given that the information is comprehensive in its coverageor that it is suitable in dealing with a client’s particular situation. Accordingly, theinformation provided should not be relied upon as a substitute for independentresearch. Intuit, Inc. does not render any accounting, legal or other professionaladvice, nor does it have any responsibility for updating or revising any informationpresented herein. Intuit, Inc. cannot warrant that the material contained herein willcontinue to be accurate nor that it is completely free of errors when published.Readers should verify statements before relying on them.
Lesson 6 — Enter Sales InformationTable of ContentsQuickBooks Desktop 2020 Client Training3Table of ContentsAbout the Author.......................................................................................................................4Lesson Objectives......................................................................................................................5Use Sales Forms for Payment in the Future................................................................................6Use Sales Forms for Payment at the Time of Sale......................................................................8Fill in a Sales Form.....................................................................................................................9Fill in the Line Item Area..........................................................................................................10Complete the Sales Form.........................................................................................................11Repeat a Sale...........................................................................................................................15Create Batch Invoices..............................................................................................................17Enter a New Item.....................................................................................................................21Create New Price Levels..........................................................................................................24Associate Price Levels with Customers....................................................................................25Assign Special Prices to Individual Line Items.........................................................................27Use the Income Tracker...........................................................................................................28Create Single Invoice Letters...................................................................................................31Generate Reminder Statements...............................................................................................34Enter Sales Information — Review Questions...........................................................................38Review Activities.....................................................................................................................41Answers to Review Questions.................................................................................................42
Lesson 6 — Enter Sales InformationAbout the AuthorQuickBooks Desktop 2020 Client Training4About the AuthorEsther Friedberg Karp is an internationally renowned trainer, writer, business consultant and speakerwho has been repeatedly listed as one of Insightful Accountant’s Top 100QuickBooks ProAdvisors inthe world. She has also been named to their Top 10 list on two occasions: as Top InternationalProAdvisor and Top Trainer/Writer ProAdvisor.Based in Toronto, Canada, Esther has the unique distinction of holding ProAdvisor certifications inthe United States, Canada and the United Kingdom. She has authored materials and deliverededucational and certification courses for Intuit in all those countries, as well as Australia where sheconducted live QuickBooks Online training. She has spoken at Scaling New Heights, QuickBooksConnect and other conferences, and has written countless articles for Intuit Global.

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Term
Fall
Professor
NoProfessor
Tags
Quickbooks, invoice

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