Customers, Jobs, & Bills in QuickBooks

Cindy McGuckin
Instructor:
Cindy McGuckin 
Thursday
September 04 2025
10:00 AM PDT | 01:00 PM EDT
Duration: 90 Minutes
Webinar ID: 75965

More Trainings by this Expert

Price Details
Live Webinar
$149 One Attendee
$299 Corporate Live
Recorded Webinar
$199 One Attendee
$399 Corporate Recorded
Combo Offers
Live + Recorded
$299 $348 Live + Recorded
Corporate (Live + Recorded)
$599 $698 Corporate
(Live + Recorded)

Live: One Dial-in One Attendee

Corporate Live: Any number of participants

Recorded: Access recorded version, only for one participant unlimited viewing for 6 months ( Access information will be emailed 24 hours after the completion of live webinar)

Corporate Recorded: Access recorded version, Any number of participants 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


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.


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