Lyon Companies Training Portal

User Not Logged In
0 Golden Paws
thumbnail

Module 3: LMR Estimator & QuickBooks

profile
Instructor

Ayinde Lloyd

Reviews 4.67 (3 Reviews)

Course Overview

This course serves as an orientation to the LMR Estimator and QuickBooks programs. These are the current programs for providing estimates and performing order transactions. This presentation will provide you with the necessary information to confidently perform estimates and transactions for customers.

Course Content

  • Module 3: LMR Estimator & QuickBooks
    • LMR Estimator & QuickBooks

    • Introduction

    • Agenda

    • LMR Estimator

    • QuickBooks

    • Lesson 1: Data Entry

    • Lesson 1: Data Entry Cont.1

    • Lesson 1: Data Entry Cont.2

    • Lesson 1: Data Entry Cont.3

    • Lesson 2: Data Search

    • LMR & QB Quiz - Lesson 2

    • Lesson 3: Estimates vs. Invoices

    • Lesson 3: Voiding Invoices

    • Lesson 4: Receiving Payments (QB)

    • Lesson 5: Credit Memos/Refunds

    • Lesson 6: Order Pick-Up

    • Summary

    • Salutations

Free
  • Course Level Experts
  • Lessons 17
  • Additional Resource 0
  • Last Update April 8, 2026