What You’ll Learn 

• Sales Settings: Customize QuickBooks Online to align perfectly with your company's specific financial operations and objectives.

• The Customer Center: A central hub for managing all your customer details, ensuring you maintain strong relationships with your clients.

• Creating Products and Services: Learn how to accurately list your offerings in QBO, a crucial step for tracking sales and inventory.

• Workflows for Getting Paid: From sales receipts to invoices and payments, understand the best practices for optimizing your cash flow.

• Making Bank Deposits: Simplify the process of depositing customer payments, ensuring your financial records are up-to-date.

• Merchant Services Options: Explore the various merchant services, including QB Payments, to find the best fit for processing customer payments.

• Collecting Sales Tax: Navigate the complexities of sales tax collection and reporting within QBO to stay compliant with tax laws.

• Estimates and Progress Invoicing: Master the art of creating estimates and converting them into invoices as work progresses.

• Credit Memos and Refunds: Learn how to handle customer refunds and credit memos efficiently, maintaining customer satisfaction.

• Customer Sales Reports: Generate insightful sales reports to analyze your business's financial health and make informed decisions.

After completing this course, you will be able to:

• Identify which settings are specific to your company’s needs

• Describe how to manage your customer details

• Recognize steps to create sales forms and receive payments from customers

• Recall steps for refunding customers

• List additional considerations including merchant services and sales tax

Working with Customers in QBO Course Description

Embark on a comprehensive journey with our specialized course, an excerpt of our full QuickBooks Online Bootcamp, focusing on the pivotal area of accounts receivable. This course is designed to equip you with an in-depth understanding of your business's income-generating financial transactions, from managing customer interactions to ensuring accurate and timely revenue reports.

Upon completion of this course, you will be proficient in tailoring QuickBooks Online to your business needs, adept at managing customer details, creating and managing sales forms, and executing payments. You'll also be equipped to handle refunds, understand merchant services and sales tax implications, and generate comprehensive sales reports. This course ensures you have the skills to maintain a healthy cash flow and build a strong foundation for your business's financial management.

ENROLL NOW

Evergreen Access (Made to Stay Current)

Your purchase is designed to stay useful long after you finish the course! As the software changes, we refresh the content so you’re not learning from outdated screens. You’ll also have access to the class discussion/Q&A so you can ask questions when real-life situations pop up. And because it’s lifetime access, you can revisit the videos, handouts, and materials anytime you need a quick refresher.

Live Session + Replay Included

If you can’t attend at the scheduled time, go ahead and enroll—your live registration includes free access to the on-demand replay. We record every live class and post an edited version to the course page within two weeks of the class date. Once it’s available, you’ll receive a notification inside your OWLS portal.

While the replay is being published, you can download the notes/handouts and complete any quizzes or questionnaires so you’re ready to follow along when you watch.

ENROLL NOW

Refunds & Cancellations

Please view our Terms of Service, for information on refunds, cancellations, and complaint resolution. To request a refund, please contact us.

Royalwise Solutions Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

Course Credits: 1 CPE, Certificate of Completion. Must be awarded within one year of enrollment.
Course Updated: February 2024
Course Page Updated: March 2026

^ Back to Top ^