Take control of your receivables in this hands-on class covering everything from managing your customer list to understanding what Accounts Receivable really means. You'll learn to enter and receive payments on invoices, handle customer credits and refunds, record customer prepayments, manage bounced payments, and examine the reports that keep your A/R balances accurate. Through guided exercises, you'll also master trading A/R and A/P balances and troubleshoot the common issues that trip up most users.
You’ll learn how to…
Manage your customer list
Understand what Accounts Receivable really is
Enter and receive payments on invoices
Enter customer credits and refunds
Examine reports
Trade A/R and A/P balances
Troubleshoot common issues
Record customer prepayments
Write off bad debt
Handle customer over- and underpayments
Record bounced payments
This class is included in all of our training plans
Self-paced
All training plans include instant and lifetime access to this course.
This class prepares you for a certification exam:
Accounts Receivable Specialist
Course Content
36 lessons · 4 hands-on exercises · 2 hr 11 min
Introduction to Customers & A/R0:51
What is A/R?5:14
Customer List3:29
Add a Project3:34
Review List Management Details5:37
Invoices2:22
Enter Invoices3:34
What is Undeposited Funds?4:14
Record Payment of an Invoice3:49
Record Partial Payment of an Invoice2:56
Batch a Deposit3:25
Invoice, CC Payment, and Deposit with Fees Example6:17
Record a Sale During a Temporary Price Reduction1:30
Change Prices for a Customer Type1:38
Change the Price Rule on a Sale3:11
Late Fees Intro0:47
Turn On Late Fees2:11
Late Fees Invoices1:45
Omit Customers from Late Fees0:52
What learners say about this course
“I learned how to set the income account used for products ad services. I learned the proper way to apply credits. I learned about price rules and late fees”
Steven M.
“Do account AR on QuickBooks system”
Denise J.
“bad debt write off sequence”
Samuel S.
“Credit Memos and adjusting sales tax and discounts”
Connie S.
Learner
Training only
1 user
$899.95
$599.95
30-day money back guarantee
Lifetime access to all included training
This course + 40 other courses
Live classes every weekday
Hands-on exercises
All future course updates
Optional Live 1-on-1 Help continues at $50/mo. Cancel anytime.
Most Popular
Certification
Training + Certification
1 user
$999.95
$699.95
30-day money back guarantee
Lifetime access to all included training
Everything in Learner
Training for all 17 certifications
17 QuickBooks certification exams
Practice exams and test prep
Optional Live 1-on-1 Help continues at $50/mo. Cancel anytime.
Team
Team Training + Certification
2-5 users
$1,799.95
$999.95
30-day money back guarantee
Lifetime access to all included training
Everything in Certification
Up to 5 users included
Certification for your team
Team progress tracking
Optional Live 1-on-1 Help continues at $90/mo. Cancel anytime.
