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UGA SBDC’s Mastering QuickBooks Online: Sales and Payments

February 2, 2022 @ 12:00 pm - 1:00 pm EST



QuickBooks Online offers businesses a variety of services to help estimate, track, and manage sales. While QuickBooks offers a great number of services, many businesses are not using the sales functionalities inside QuickBooks Online to their full potential. This session goes over how to get the most out of QuickBooks Online sales functionality so that business owners can better track, report, and manage their sales.

This course is a part 3 of 6 of the Mastering Quickbooks series. Attendees get the option of taking the whole series or choosing only the courses that they believe best fit their needs.

→ The more you learn, the more you save! Buy 3 or more Mastering Quickbooks Online Webinars to receive 15% off, or buy 5 or more Mastering Quickbooks Online Webinars to receive 20% off. The option to select the bundle discount will be shown when applicable courses are added to cart.

Course Outline

1. Understanding how tracking your sales can help your grow your business.

2. Creating a customer

3. Creating a non-inventory Item product vs an inventory item product

4. How to brand your sales receipts and invoices & estimates by customizing invoice and templates design and layout. (Invoices, sales Receipts & Estimates- templates overview).

5. How to create an estimate

6. Creating Sales Receipts

7. Creating Invoices

8. How to enter payments and track your Invoices.

9. How to setup commission for outside sales reps.

10. Types of payments will you accept and how to track and record them.

11. How to create a deposit, and match bank deposits from bank fee

Learner Outcomes

Upon completion, attendees will be able to:
-Create customers, Products and Services, Estimates, Sales Receipts, and Invoices in QuickBooks Online
-Customize Sales Receipts, Estimates, and Invoices
-Properly record payments and deposits
-Setup commission for outside sales reps


A Public Service and Outreach Unit of the University of Georgia. Funded in part through a Cooperative Agreement with the U.S. Small Business Administration. All programs of the UGA SBDC are open to the public on a non-discriminatory basis. Reasonable accommodations for persons with disabilities will be made if requested at least two weeks in advance.


GA United States + Google Map

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