Managing invoices and bills can be confusing if you don't know what to do.

Receiving payments from customers and managing bills have never been easier. If you are creating (or planning to create) invoices and bills using QuickBooks Online (QBO), this course will help you make these processes as organized and efficient as possible. Less time in QBO = more time for things you actually love.

Diana Youn, Founder and CEO, Unseam the Label

Diana Youn, Founder and CEO, Unseam the Label

"She is also very professional, efficient, and has a desire for her clients to understand why things are done the way they are, making her a great financial consultant, as she guides you through it all. I never have to worry about my small business financials because we have Jessica on our side! “

Can You Relate?

  • I want help receiving payment for my services and know I need to send invoices, but I am not sure where to start.

  • I currently send invoices to clients and am having issues tracking them and getting them paid on time.

  • I would like to learn about automation features in QBO to help me cut down on the amount of time I spend invoicing and paying bills.

  • I have lots of vendor payments I am responsible for. I need a clear setup for easily tracking and paying my bills.

Course curriculum

  • 1

    Welcome to the Course!

    • QBO Invoicing and Bill Pay Course Guide
  • 2

    Module 1 - Preparing for Take-off!

    • Invoicing Overview and Tour
    • Customizing the Look of Your Invoice
    • Adjusting Invoice Settings
    • Setting Up Sales Tax Settings
    • Collecting Payments Directly Through QuickBooks
  • 3

    Module 2 - Building Out Your Products or Services

    • Introduction to Items (Products and Services)
    • Creating a Service
    • Creating a Product (Non-Inventory)
    • Creating a Product (Inventory)
  • 4

    Module 3 - Preparing Invoices and Getting Them Paid

    • Initiating an Invoice
    • Overview of the Invoicing Payment Process
    • Receiving Payment for an Invoice
    • Matching an Invoice Payment to a Deposit
    • Matching Multiple Invoice Payments to One Deposit (Same Customer)
    • Matching Multiple Invoice Payments to One Deposit (Different Customers)
  • 5

    Module 4 - Other Items Related to Sales/Invoices

    • Making Expenses Billable
    • Issuing a Refund (Refund Receipt)
    • Creating a Receipt for a Sale (Sales Receipt)
    • Creating a Job Estimate
    • Helpful Reports for Managing Invoices
  • 6

    Module 5 - Bills, Bills, Bills

    • Intro to Bills and Expenses
    • Creating a Bill
    • Paying a Bill
    • Matching a Bill Payment to the Bank Feed
    • Helpful Reports for Managing Bills and Bill Payments

What Is Included

  • A series of 25 step-by-step self-paced screencast training videos.

  • First-hand knowledge of QuickBooks Online from an experienced Certified Public Accountant (CPA) and Advanced QuickBooks Online ProAdvisor.

  • Access to the course developer to answer any questions via the Discussion feature in Thinkific.

  • Best practices that will help refine your business's ongoing bookkeeping process.