Customer and Vendor Profile Lists

Customer and Vendor Profile Lists
What are Customer and Vendor Profile Lists?
 
Profile lists are the list that appear in the customer and vendor profile list. These profiles are used when you create customers, jobs and vendors to help organize, categorize and track vital information that is important to your business.

Videos In Customer and Vendor Profile Lists (Total Videos 9, Showing: 1 -> 8)
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Sales Reps
QuickBooks Online Training   Video Tutorial Over Sales Reps   What to store in this list   Use the Sales Rep lis...
Customer Types
QuickBooks Online Training   Video Tutorial Over Customer Types Customer types let you categorize your customers in ways that are me...

Vendor Type
QuickBooks Online Training   Video Tutorial Over Vendor types let you categorize your vendors in ways that are meaningful to your b...
Job Types
QuickBooks Online Training   Video Tutorial Over Job Types If you are using job tracking, you can use job types to track information...

Terms
QuickBooks Online Training   Video Tutorial Over Terms A shorthand way of expressing when you expect to receive payment from a custo...
Customer Messages
QuickBooks Online Training   Video Tutorial Over Customer Messages The Customer Message list contains standard messages that you can...

Payment Methods
QuickBooks Online Training   Video Tutorial Over Payment Methods   Use this list to hold information about the different way...
Ship Via
QuickBooks Online Training   Video Tutorial Over The "Ship Via" List Use this list to store the different shipping methods you use t...