Course Description

Having problems with customers paying in a timely manner?  Does this create cash flow issues in your business?  Would you like to collect your money more quickly?  If your answer to these questions is yes, please attend this session.  Learn how to use tools and functions inside of QuickBooks Online to get your money in your bank account today. 

This course is a part 5 of 6 of the Mastering Quickbooks series. Attendees get the option of taking the whole series or choosing only the courses that they believe best fit their needs.

→ The more you learn, the more you save! Buy 3 or more Mastering Quickbooks Online Webinars to receive 15% off, or buy 5 or more Mastering Quickbooks Online Webinars to receive 20% off. The option to select the bundle discount will be shown when applicable courses are added to cart.

Course Outline

Invoicing Quickly
  • Have a Process in Place
  • Establish Terms
  • QBO Smartphone App
Using QBO Payments
  • Email Invoice with Pay Now Button
  • Next Day Deposit
Managing Customer Receivables
  • Sales / Customer & Invoice Menu Bar
    • Balances
    • Sorting Options
    • Send Reminder
    • Invoice Status
  • Reports
    • Collection Report
    • Customer Balance Summary
    • Terms List

Learner Outcomes

  • Improve invoicing processes
  • Gain a better understanding of collection tools embedded in QuickBooks Online
  • Use reports to target problem customers and improve efficiency


A Public Service and Outreach Unit of the University of Georgia. Funded in part through a Cooperative Agreement with the U.S. Small Business Administration. All programs of the UGA SBDC are open to the public on a non-discriminatory basis. Reasonable accommodations for persons with disabilities will be made if requested at least two weeks in advance.
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