Customers, Jobs, & Bills in QuickBooks

Thursday,
September 4, 2025
Time:
10:00 AM PDT | 01:00 PM EDT
Duration:
90 Minutes
Webinar Id:
307175
Register Now
Price List
Live
Version
$149. One Participant
$299. Group Attendees
Recorded Version
$199. One Participant
$399 Group Attendees
Combo Offers
Live + Recorded
$299 $348   One Participant
$599 $698   Group Attendees
Refund Policy

Group Attendees: Any number of participants

Recorded Version: Unlimited viewing for 6 months ( Access information will be emailed 24 hours after the completion of live webinar)

Overview:

Having issues with tracking Customers & payments? Want to start using the QuickBooks Bill feature to start tracking your expenses but not sure of the process? Learn how to correctly set up Customer & Jobs, Vendor lists, create Estimates & Invoices, receive Customer Payments and make Deposits. On the Vendor side, entering & paying Bills is covered. Reports related to Customers & Vendors are also very important to see where you stand with your Accounts Receivables and Payables.

This is an Online, Live presentation using QuickBooks Online

Why should you Attend: If you are having issues tracking Customers & payments or want to start using the QuickBooks Bill feature to start tracking your expenses, then this webinar is right for you. Learn how to correctly set up Customer & Vendor lists, create Estimates & Invoices, receive Customer Payments and make Deposits. On the Vendor side, entering & paying Bills is covered. Reports related to Customers & Vendors are also very important to see where you stand with your Accounts Receivable and Accounts Payable.

Areas Covered in the Session:
  • Creating Customers & Vendors lists
  • Creating & Tracking Jobs
  • Receiving Customer payments
  • Making Deposits
  • Customer credits
  • Purchase orders
  • Entering Bills
  • Paying Bills
  • Vendor Credits
  • Customer & Vendor reports

Who Will Benefit:
  • New Users
  • Accountants
  • Bookkeepers
  • Business Owners
  • Office Managers
  • Anyone wanting to Learn QuickBooks Online
Instructor:

Cindy McGuckin is a top-notch, seasoned software trainer, specializing in both the Desktop and the Online versions of QuickBooks. She is passionate about teaching various software applications and has been told many times by her students that she has a unique ability relay information on a level that is very easy for her students to understand the concepts being taught.

Over her 15+ years of teaching software courses, Cindy has taught many large groups in classroom settings and remotely. She also works with individuals who need a little more of a personal touch. Her experience has helped her develop a unique ability to connect with her students and quickly assess their needs in order to customize their QuickBooks company file. She can tell very quickly which features of QuickBooks the she really needs to focus on, then gets the job done quickly and very efficiently.


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