QuickBooks Online For Dummies, 2024 Edition

Chapter 2

Recording Sales and Accounts Receivable

IN THIS CHAPTER

Managing customer records

Enabling sales tax

Creating products and services

Creating sales transactions

Writing off bad debt

Utilizing estimates

The first three sections of this chapter cover groundwork that you’ll need to complete before you can start recording sales transactions. I first show you how to create new customers in QuickBooks and then how to enable sales tax — you can skip this section if it doesn’t apply. Make sure to read the section on creating products and services. I conclude the chapter with the nuts and bolts of recording your sales in QuickBooks.

Managing Customers

Customers are the lifeblood of any business, so you need to be intimately familiar with the ins-and-outs of managing your customer records. I’ll start by going over how to add customers.

Creating customer records

You can’t create ...