Managing customers/clients in QuickBooks Accounting Software
With QuickBooks, you can see
all the details of your customers/clients in one spot.
The Customer Centre makes it easy to see
all of your customer details in one organised screen.
See contact information, open invoices,
and paid transactions at a glance.
To view customer centre,
click the Customer Icon on the home page.
The Customer Icon on the QuickBooks home page makes
managing your customer list and transaction easier. You can add a new customer
to your list, edit an already existing customer or track transactions that are
specific to a customers.
Follow the instructions on the QuickBooks
customer centre snapshot below:
Use the To Do List to add a customer you want to follow up or have an
appointment with:
Click To Do’s and Manage To Do’s:
Add small window pops up. Use this window to create a new appointment of
follow up reminder in respect of a selected Customers Name as shown below:
Click OK to close the window.
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