954-657-1018

 

QuickBooks Online Webinar II – Customer Transactions: Invoices & Sales Receipts

Duration: 3 Hours
Level: Beginner
Format: Live Human Online Webinar with Guided Labs
Environment Used: Intuit QuickBooks Online Test Drive (Accountant View)

Webinar Schedule (3 Hours)

Session 1: Customers and Sales Workflow Foundations

  • How customer transactions flow through QuickBooks Online

  • Customers vs transactions: roles and responsibilities

  • When to use invoices vs sales receipts

  • Impact on Accounts Receivable and reports

Lab 1:

  • Review customer records and transaction history

  • Identify open balances and prior activity

  • Trace how customer transactions affect reports

Session 2: Invoices and Accounts Receivable

  • Creating invoices correctly

  • Using items on invoices

  • How invoices affect Accounts Receivable

  • Reviewing open invoices and aging reports

Lab 2:

  • Create invoices using items

  • Review posting to income and receivables

  • Analyze customer balances and A/R aging

  • Drill into invoice-related reports

Session 3: Sales Receipts and Immediate Payments

  • When to use sales receipts instead of invoices

  • Recording payments at the time of sale

  • How sales receipts post differently than invoices

  • Comparing reporting impact

Lab 3:

  • Create sales receipts

  • Compare invoice vs sales receipt reporting

  • Review Profit & Loss and Balance Sheet impact

  • Validate correct posting behavior

Webinar Description

QuickBooks Online Webinar II focuses on customer transactions, showing how income is recorded through invoices and sales receipts and how each workflow affects financial reports. This hands-on webinar builds directly on the Chart of Accounts and Items List foundation established in Webinar I.

Participants learn not just how to enter transactions, but why QuickBooks behaves differently depending on the form used. The webinar emphasizes decision-making, helping users choose the correct workflow for each real-world scenario.

All demonstrations and labs are completed using the QuickBooks Online Test Drive account in Accountant View, ensuring a safe, standardized environment for learning.

By the end of the session, attendees will confidently understand customer transaction workflows and how those choices impact receivables, income, and reporting.

Lab & Exercise Structure

Each lab is:

  • Instructor-guided with live explanation

  • Scenario-based and practical

  • Focused on real customer billing situations

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

Labs mirror common business scenarios and reporting questions.

Who This Webinar Is For

  • Attendees of QuickBooks Online Webinar I

  • Business owners invoicing customers

  • Bookkeepers managing accounts receivable

  • Anyone confused about invoices vs sales receipts

What You’ll Gain

  • Clear understanding of invoice and sales receipt workflows

  • Insight into how customer transactions affect reports

  • Confidence choosing the correct sales form

  • Ability to review and troubleshoot customer balances

Other QuickBooks Online Webinars

This webinar expands into daily customer workflows.
Additional QuickBooks Online webinars build on this foundation by covering:

  • Customer payments and deposits

  • Vendors, bills, and expenses

  • Banking, reconciliation, and cleanup

  • End-to-end financial reporting

QuickBooks Online Webinar II ensures customer income is recorded correctly—so your reports reflect reality.