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Customers, Jobs, & Bills in QuickBooks

Instructor Cindy McGuckin 
Webinar ID 92446
3 Days Left To REGISTER

Date Thursday, September 4, 2025
Time 10:00 AM PDT | 01:00 PM EDT
Duration 90 Minutes  

Webinar Price Details

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

Speaker Profile

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.