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QuickBooks Online Intensive I – Accounts Receivable

Duration: 5 Hours
Level: Beginner → Intermediate
Format: Live Human Online Intensive with Hands-On Labs
Environment Used: Intuit QuickBooks Online Test Drive (Accountant View)

Intensive Schedule (5 Hours)

Session 1: Accounts Receivable Foundations

  • What Accounts Receivable represents

  • Cash vs accrual impact on receivables

  • How A/R appears on the Balance Sheet

  • Common A/R problems and red flags

Lab 1:

  • Review Accounts Receivable balances

  • Identify open invoices and customer balances

  • Trace A/R totals to the Balance Sheet

Session 2: Customer Setup and Sales Workflows

  • Customer records and organization

  • Items and posting behavior

  • Invoices vs sales receipts

  • Proper use of terms and dates

Lab 2:

  • Review customer setup

  • Create invoices using items

  • Compare invoice and sales receipt impact

  • Validate posting accuracy

Session 3: Payments, Credits, and Deposits

  • Recording customer payments

  • Applying payments correctly

  • Customer credits and credit memos

  • Undeposited funds overview

Lab 3:

  • Receive customer payments

  • Apply credits to invoices

  • Review customer balances and reports

  • Trace deposits to the Balance Sheet

Session 4: Managing A/R Issues

  • Overpayments and unapplied payments

  • Past-due balances and aging

  • Bad debt and write-offs

  • Cleanup strategies

Lab 4:

  • Identify A/R problems

  • Write off bad debt correctly

  • Clear unapplied credits and payments

  • Review aging reports

Session 5: A/R Reporting and Analysis

  • Accounts Receivable Aging Summary and Detail

  • Customer Balance Detail

  • Profit & Loss vs Balance Sheet reconciliation

  • Using reports to validate accuracy

Lab 5:

  • Review and customize A/R reports

  • Drill into balances

  • Validate end-to-end A/R accuracy

  • Identify next-step cleanup actions

Intensive Description

QuickBooks Online Intensive I is a comprehensive, hands-on deep dive into Accounts Receivable, designed to move participants from basic transaction entry to confident A/R management and analysis.

This intensive goes beyond individual transactions and focuses on end-to-end workflow understanding. Participants learn how customer setup, items, invoices, payments, credits, and write-offs all work together—and how mistakes in any area impact receivables and financial reports.

All instruction, demonstrations, and labs are completed using the QuickBooks Online Test Drive account in Accountant View, ensuring a realistic environment without risk to live company data.

By the end of the intensive, attendees will be able to confidently manage receivables, diagnose common issues, and validate that Accounts Receivable is accurate and reliable.

Lab & Exercise Structure

Each lab is:

  • Instructor-led with live explanation

  • Scenario-based and realistic

  • Focused on cause-and-effect accounting logic

  • Performed in the QuickBooks Online Test Drive (Accountant View)

Labs mirror real-world receivables challenges faced by businesses and bookkeepers.

Who This Intensive Is For

  • QuickBooks Online users managing invoicing and payments

  • Bookkeepers responsible for Accounts Receivable

  • Business owners needing better cash flow visibility

  • Anyone cleaning up or validating receivables

What You’ll Gain

  • Mastery of Accounts Receivable workflows

  • Confidence managing invoices, payments, and credits

  • Ability to identify and fix A/R issues

  • Clear understanding of A/R reporting and validation

Other QuickBooks Online Intensives

This intensive focuses on the customer / receivables side of QuickBooks Online.
Additional QuickBooks Online intensives expand on this by covering:

  • Accounts Payable

  • Banking and reconciliation

  • Period-end cleanup and closing

  • End-to-end QuickBooks Online mastery

QuickBooks Online Intensive I ensures Accounts Receivable is clean, accurate, and trustworthy—so cash flow and reporting make sense.