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QuickBooks Online Event III – Customers and Invoices

Duration: 1 Hour
Level: Beginner
Format: Live Human Online Event with Guided Demonstrations
Environment Used: Intuit QuickBooks Online Test Drive (Accountant View)

Event Schedule (1 Hour)

  • Welcome & Quick Review
    How items and accounts come together on sales forms

  • Topic 1: Understanding Customers in QuickBooks Online
    Customer records and organization

  • Topic 2: Invoices and Sales Forms
    How income is recorded through invoices

  • Topic 3: Live Demonstration
    Creating and reviewing invoices in Accountant View

  • Wrap-Up, Q&A & Next Steps

Event Description

QuickBooks Online Event III focuses on customers and invoicing, showing how revenue is recorded in QuickBooks Online through structured sales forms. This live session explains how customer records, items, and invoices work together to ensure income is posted correctly and reported accurately.

Rather than treating invoicing as simple data entry, this event emphasizes how invoices drive accounting results. You’ll see how selecting customers and items automatically determines where income appears on financial reports.

All demonstrations are performed using the QuickBooks Online Test Drive account in Accountant View, allowing participants to explore real-world invoicing workflows without risk to live data.

By the end of the hour, you’ll understand how QuickBooks Online tracks customer activity, records sales, and supports accurate financial reporting.

Topic Areas

Topic 1: Customer Records in QuickBooks Online

Learn how QuickBooks organizes customer information, tracks balances, and maintains transaction history. We’ll discuss best practices for customer setup and organization.

Topic 2: Invoices and Sales Transactions

Explore how invoices are created, what information they contain, and how they post to the Chart of Accounts through items. This section focuses on understanding workflow rather than just clicking buttons.

Topic 3: Live Invoice Walkthrough

Watch a guided walkthrough of creating and reviewing invoices using the QuickBooks Online Test Drive (Accountant View). You’ll see how invoices affect customer balances and financial reports.

Who This Event Is For

  • QuickBooks Online users creating invoices

  • Business owners billing customers

  • Bookkeepers managing accounts receivable

  • Anyone wanting to understand how income is recorded

What You’ll Gain

  • Understanding of customer setup and management

  • Insight into how invoices affect financial reports

  • Confidence creating and reviewing invoices

  • Preparation for managing accounts receivable

Other QuickBooks Online Events

This 1-hour event focuses on sales workflows.
Additional QuickBooks Online events expand on this foundation by covering:

  • Payments and deposits

  • Vendors and bills

  • Banking and reconciliation

  • Reporting and financial analysis

QuickBooks Online Event III connects daily invoicing activity to accurate, reliable financial results.