In this hands-on workshop, participants will learn how to set up customers properly, issue invoices, apply payments, and monitor accounts receivable to improve cash flow. The session also covers best practices for maintaining clean records, reducing errors, and understanding reports that show who owes you money and for how long. By mastering customer and receivables workflows in QuickBooks, business owners can strengthen financial visibility, improve collections, and make more informed decisions. Participants will learn how to: Set up and manage customers correctly in QuickBooks Create and send invoices efficiently Record customer payments and credits accurately Track accounts receivable and understand key reports
Speaker(s): Everett Burton QuickBooks
Co-Sponsor(s):
Bring Laptops
Fee: No Cost