Customers

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

Videos In Customers (Total Videos 13, Showing: 1 -> 13)
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Customer Center Overview
QuickBooks Online Training   Video Tutorial Over The Customer Center The Customer Center displays information about all of your cust...
New Customer
QuickBooks Online Training   Video Tutorial Over Adding New Customers In QuickBooks, the term "customer" means anyone who pays you f...

Add Job
QuickBooks Online Training   Video Tutorial Over Adding Jobs If you are using job tracking, you can use job types to track inf...
Custom Fields
QuickBooks Online Training   Video Tutorial Over Custom Fields Custom fields give you the flexibility to add customized information ...

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...
Create an Invoice From an Estimate
QuickBooks Online Training   Video Tutorial Over Cteating An Invoice From An Estimate Progress invoicing, also called progress billi...

Create Sales Order
QuickBooks Online Training   Video Tutorial Over Sales Orders Sales orders help you manage the sale of the products and services you...
Sales Order Fullfillment Worksheet
QuickBooks Online Training   Video Tutorial Over Sales Order Fulfillment Worksheet Sales Order Fulfillment Worksheet: When you have ...

Create Sales Receipt
QuickBooks Online Training   Video Tutorial Over Sales Receipts If your customers pay in full at the time they receive your service ...
Create Statement
QuickBooks Online Training   Video Tutorial Over Creating Statements Use statements if you need to track how much your customers owe...

Access Finance Charges
QuickBooks Online Training   Video Tutorial Over Assessing Finance Charges Assessing Finance Charges can be a reminder or incentive ...
Receive Customer Payments
QuickBooks Online Training   Video Tutorial Over Receiving Customer Payments The method you use to record a customer payment depends...

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...