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QBO Video Courses

Working with Customers in QBO

For someone else
Alicia Katz Pollock
For someone else
Purchase for $37 or enter access code

Dive into the essentials of QuickBooks Online with our focused Accounts Receivable course! Learn to master invoicing, payment tracking, customer management, and analyzing products & services sales efficiently.

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: 

  1. Identify which settings are specific to your company’s needs

  2. Describe how to manage your customer details

  3. Recognize steps to create sales forms and receive payments from customers

  4. Recall steps for refunding customers

  5. List additional considerations including merchant services and sales tax


Instructional Level


Course Length

1 hour

Course Credits

1 CPE, Certificate of Completion

Field of Study

Computer Applications and Software

Delivery Method

QAS Self Study

Who should take this class?

  • Business owners and employees who maintain their company’s financial records

  • Entrepreneurs and new business owners who are just getting started, and want to make sure they have solid business knowledge so that they can succeed

  • Seasoned users looking to glean essential nuggets of information to make using QuickBooks® easier and faster than before

  • Bookkeepers and Accountants who wish to brush up on their skills.



Advance Preparations


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.


Watch it again later

You'll have lifetime access to the on-demand course including all handouts and class material. You'll also be able to ask questions in the Q&A forum and get answers, even years later. You can pause, rewind, speed up, and watch again and again as you apply what you learn to each situation as it crops up.




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:


1 CPE Credit

Course Updated: February 2024

Course Page Updated: February 2024

Here is the course outline:

1. Download the Handouts (Required for CPE)

Click here to download the handouts.

Working with Customers Slide Deck

2. Working with Customers

We'll look at all the essential Customers and Accounts Receivable workflows. In other words, how to create invoices for your customers, and your workflows for getting paid quickly.

Sales Preferences and Settings
The Customers Center
Managing Customers
Products and Services
Workflows for Getting Paid
Creating Sales Receipts
Invoices and Payments
Bank Deposits
Merchant Services
Collecting Sales Tax: Using Sales Forms
Estimates and Progress Invoicing
Credit Memo and Refunds
Customer Sales Reports
Review Questions: Customers

3. Take the Quiz

Take this quiz to demonstrate your mastery of the material. Pass the quiz with an 80% or higher to complete the Course, earn your Certificate, and win points!

Quiz: Customers
Evaluation & Participation Survey


The following certificates are awarded when the course is completed:

Royalwise CPE Certificate
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