Customers

Customers The Customer menu is where you store and find the information about your customers.

Videos In Customers (Total Videos 13, Showing: 1 -> 8)
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Access Finance Charges
QuickBooks Online Training   Video Tutorial Over Assessing Finance Charges Assessing Finance Charges can be a reminder or incentive ...
Add Job
QuickBooks Online Training   Video Tutorial Over Adding Jobs If you are using job tracking, you can use job types to track inf...

Customer Center Overview
QuickBooks Online Training   Video Tutorial Over The Customer Center The Customer Center displays information about all of your cust...
Create Estimate With Price Levels
QuickBooks Online Training   Video Tutorial Over Creating Estimates With Price Levels An estimate is a description of work you can d...

Custom Fields
QuickBooks Online Training   Video Tutorial Over Custom Fields Custom fields give you the flexibility to add customized information ...
Create an Invoice From an Estimate
QuickBooks Online Training   Video Tutorial Over Cteating An Invoice From An Estimate Progress invoicing, also called progress billi...

Credits Memos and Refunds
QuickBooks Online Training   Video Tutorial Over Credit Memos and Refunds Enter a credit memo/refund to record a return when a custo...
Create Sales Order
QuickBooks Online Training   Video Tutorial Over Sales Orders Sales orders help you manage the sale of the products and services you...